CA Practice Management Software | CA office management Software

Easy Compliance Help - Client Service Request

Client can place a Service Request through his Dashboard, or an employee can place a Service Request on behalf of a client, (in case such a request has been made by the client over the phone, email or through any such source)

Service Request

To create a Service Request, click Service Request.

Service Request menu

In the page that opens, click Create New Request.

Create New Request button

In the pop-up window that opens, enter the details of the Service such asClient Name, Contact Person,Description and Request Date, and click Save.

New Request Form