A client's request history
Request History is everything this client has asked you for — the enquiries that came in before there was a job, and what became of each one.
Clients → the selected client → Request History
The toolbar
Section titled “The toolbar”- Search finds a request by its details.
- Show All Request narrows the list to one status, so you can pull out just the ones still waiting on you.
- 8 Columns Selected chooses which columns are drawn.
The columns
Section titled “The columns”| Column | What it holds |
|---|---|
| Label | What the request is called |
| Client Name | The client it came from |
| Location | Where the work would be |
| Contact | Who raised it |
| Job Type/Service | What they are asking for |
| Reference | The client’s own reference, if they gave one |
| Status | Where the request has got to |
| Request Creation Date | When it arrived |
| Action | What you can do with it from here |
When it says Data Not Found
Section titled “When it says Data Not Found”An empty tab means this client has never raised a request — not that something is missing. Plenty of clients never do: work booked straight in by your office is a job from the start and never passes through a request.
Requests reach you from several places, including your own website and the client’s portal login. Where they come from and how you turn one into work are covered in where requests come from and acting on a request.