Arbeiten mit Kundenanfragen
This article covers how to view and customize your client requests list. To perform actions on an individual request, refer to Actions with client requests .
Hinweis
Client requests can be viewed by a firm owner, an admin , or team members with Kundenanfragen verwalten Zugriffsrecht.Alle Anfragen für ein Konto anzeigen
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Wählen Sie im Seitenmenü „Kunden > Konten “ aus.
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Klicken Sie auf das Kundenkonto.
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Öffnen Sie die Registerkarte „Anfragen “.
The circle displayed to the right of the Requests tab shows the number of requests with In progress and Pending statuses for an account. If there are no entries in the tab, you haven’t sent any yet. Create and send a request and then return to this article.
For a full list of available columns, see Client requests list columns below.
Customize requests list
You can customize your client requests list in various ways. For example, you can resize, enable, disable and move columns to your liking:
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Сustomize the size of each column: To do it, click and hold the divider between column names and resize it by moving your mouse.
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Customize the columns you want to display: To do it, click the gear icon at the top right of the table. Here, you can select the columns you want to be displayed and change their order. You can enable, disable or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to return to the default table view.
Reference: Client requests list columns
| Spalte | Beschreibung |
|---|---|
| Name | The name you specified in the Request name field |
| Aufträge | The link to the job if you have already added it or the button to link the request to the job |
| Last updated | The date when the request was created or last updated by the client. All changes made by clients are saved in real time |
| Sign-in | Status of security settings (is the client’s signing-in required or not) |
| Fortschritt | Answered questions/Total number of questions |
| Status | Four statuses that can be changed by team members are available: In progress if a client started the request but didn’t complete it; Pending if a client didn’t start the request; Completed if a client submitted their responses; Archived if someone from your team or you set this status for the completed request |
| Copy request link | You can get the link quickly and send it to the client. Note that if you set strict security settings, the client will not be able to view the request without signing in to the client portal |
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