Cererile clienților: Prezentare generală

Client requests allow you to ask ad hoc questions during a job without interrupting your workflow. They are designed to be quick and flexible, allowing you to gather crucial information faster, improve communication, and reduce delays. You can address them to your clients or third parties; no sign-in is required.

Solicitările clienților, explicate

The  Client requests feature allows you to send quick, ad-hoc questionnaires to clients in the middle of a job to clarify information without disrupting the workflow. Unlike full multi-page organizers , they can be compiled and sent instantly, even without templates. This flexibility helps you get answers faster, improving communication and reducing delays.

În general, procesul de colectare a informațiilor prin intermediul cererilor clienților este următorul:

1. You create a quick questionnaire using different question formats (upload documents, multiple-choice questions and others). We would recommend that you create a template if similar questions are to be sent to multiple clients. 

2. Dumneavoastră decideți dacă chestionarul va fi disponibil numai utilizatorilor cu acces la portalul pentru clienți sau terților. 

3. You send a request to a client(s) ( bulk sending is available ). 

4. Clientul este notificat cu privire la cerere.

5. The client fills in the request and submits it . 

6. Sunteți notificat cu privire la cererea depusă.

7. Începeți să lucrați cu informațiile.

Requests vs. organizers vs. client tasks

Funcția de cereri ale clienților are multe în comun cu organizatorii și sarcinile clienților. Însă domeniul de aplicare și cazurile de utilizare ale acestora sunt diferite: 

• Cererile clienților reprezintă o modalitate ușoară și rapidă de a trimite o solicitare cu întrebări ad-hoc necesare cât mai curând posibil. Puteți personaliza chestionarul astfel încât nu numai clienții cu acces la portal să poată răspunde, ci și destinatari terți (cum ar fi asistenți sau soți/soții). Se iau în considerare aspectele legate de securitate și, pe lângă pagina cu întrebări, persoanele cărora le trimiteți chestionarul nu vor putea vedea alte informații sensibile. 

• Organizers are suitable for automating onboarding of new clients and providing info on lengthy tax forms.

• Client tasks in chat threads list items clients need to complete during the work cycle, such as preparing some documents, providing information, providing access, paying a deposit, and so on. These are non-urgent to-dos that could be used to clarify the scope of tasks and understand how the work is going. 

Access to client requests

Client requests can be sent and seen by:

• Proprietarul firmei
• Administratori
• Team members with access to the client’s account or Manage client requests access right

Vedere client

When you send a request, the client will receive a notification via email, mobile app and client portal . Now, they need to open and complete it.

Notificări privind cererile clienților

When clients submit a response, the request status changes to Completed, and team members that follow the client receive an Inbox+ notification .

Automatizați procesele cu cereri

To make client requests even quicker and use them in pipeline automations, you can use client request templates . They are suitable for common cases when requests are not client-specific. For example, you can create a client request template called Year-End Checklist and send it to multiple clients at the end of the calendar year to finalize all financial transactions before the start of the new fiscal year.

To make client requests part of your workflow , you can add the automation for it or manually link requests to a job. For example, some common types of requests can be sent automatically when the job is moved to a specific stage. The job will automatically go to the next stage when the client submits answers. 

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