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4. How to Edit a Request

The Requests  module not only lets you log new client requests, but also provides a full edit interface for updating request details, changing status, and chattingcommunicating with clients—allclients. withoutThe leaving the CRM. Use the Edit Request panelpage tocentralizes keeprequest your support tickets, feedback items, or consultation bookings currentinformation and tomessage maintainhistory ain clearone audit trail of all communications.place.

1. Open the Edit Request Panel:page
In the left-hand navigation, click Requests to view the list of all requests.
In the table, locate the row for the request you want to change.
Clickedit theand click Edit (✏️) icon in the Actions column.
The Edit Request page opens with tabs for ActionGeneral columnand at the far right.Messages.

2. Update Core Request Fields

Inside the General tabtab, ofyou can update the drawer,main you’llrequest see all editable properties:fields:
NameName: (top): A single-line text field for theThe request title.
Time rangerange:: Two date‐picker inputs labeled Start Date →and End Date, useful for support-availability windows or delivery slots.selectors.
ClientClient:: ShowsThe primary client associated with the assigned client’s email (read-only once created).request.
ProjectRelated clients:: DropdownAdditional selectorclient forcontacts reassigninglinked to the request.
Status: Indicates the current request state, such as active.
Type: Defines the request to a different project.category.
DescriptionDescription:: Multi-A multi-line textareafield for adding or revisingrequest details.

Note: The Client field is locked after creation to preserve accountability.

3. AttachationsAdditional &information Customand Dataattachments
Still inIn the General tab, you can furtheradd enrichstructured data and files to the request:request.
Additional informationinformation: (top-rightSelect section):available Pick or define custom fields (JSON nodes)nodes to capturestore structured request data.
Attached file(s): (bottom-right):Upload Dragfiles &such as images or PDFs using drag and drop area or Browsethe buttonbrowse to upload screenshots, logs, or PDFs.option.

4. Change the Request Status
At the top of the drawer, next to the request name, a colored Status badge (e.g., Active, Archived) indicates its current state:
Click the badge to open a dropdown of available statuses.
Select the new status—its color and label update instantly in both the drawer and the main table.

5. Communicate with the Client
Switch to the the Messages tab at the top of the drawerEdit Request page.
The Messages tab displays the conversation history related to chat directly:

  1. Click Messages.

  2. In the messagerequest. threadIf area,no messages exist, an empty state is shown.
    Use this tab to review pastprevious notes.messages and continue communication when available.

  3. At the bottom, type your reply into the input field.

  4. (Optional) Click the 📎 paperclip icon to attach a file.

  5. Press Enter (or click the Send arrow) to dispatch the message.

All messages are time-stamped, attributed to you, and—if API-integrated—pushed to the client’s portal.

6.5. CloseSave the Panel:changes
Click the XSave in the upper-left of the drawer to returnapply any updates made to the Requestsrequest list.
Anyfields changesor you made (field edits, status changes, messages) are saved automatically as you go.attachments.

Note: You can add or edit statuses that are assigned to requests in the Settings module (Statuses tab of the Configurations section).

The Edit Request feature centralizes all aspects of request management—metadata, status tracking, file attachments, and real-time messaging—into a single, intuitive panel. By keeping request details up to date and maintaining a live chat history, your team can ensure timely resolutions and a seamless client experience.

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