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Client Portal Requests

CX Platform

Provide a method for plan sponsors and client portal users to make various requests through the client portal. This will then automatically launch selected projects and tasks inside CX, assigning them to the correct team members, and removing the email back and forth.

Posted by Andrew Flowers
Status: Done1 comment

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Comments1

  • Andrew Flowers

    Team

    Plan sponsors can now submit requests (e.g. distributions) through the client portal. Each request automatically launches a corresponding project in CX and assigns all necessary tasks to the TPA team. Learn how to use client requests