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.
Client Portal Requests
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Upvoters
Status
Done
Board
CX Platform
ETA
Jul 15, 2025
Author
Andrew Flowers
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Upvoters
Status
Done
Board
CX Platform
ETA
Jul 15, 2025
Author
Andrew Flowers
Subscribe to request
Get notified by email when there are changes.