Requests
1. Requests: Overview
The Requests module centralizes all client-initiated actions—support tickets, callback requests, ...
2. Requests: Use Cases
Use Case #1: Managing Service Inquiries Your consulting firm’s website has a “Request a Consulta...
3. How to Create a Request
The Requests module is your single pane of glass for all client-initiated actions—support tickets...
4. How to Edit a Request
The Requests module not only lets you log new client requests, but also provides a full edit inte...
5. How to Filter or Search a Request
When your list of client requests grows, the Search bar (located above the table) and the Fast Fi...
6. Customizing Table Columns in the Requests Module
To improve usability and flexibility, the Requests table supports column customization. This allo...