• Request types

  | Roles that can manage Request types: Manager, Admin, Owner Table of contents What is a Request Type? Request Form Automations in Request Type Archiving a Request Type How to Use Request Types (Use Cases) What is a Request Type? A Request Type is a core entity in Zendo that defines how you handle different inquiries flowing in from yFeatured

• Messages And Notes

  Roles That Can Send Messages And Notes: Agent, Manager, Admin, Owner Table Of Contents What Are Messages And Notes? How To Send Messages And Notes? How To Edit Messages And Notes? How To Delete Messages And Notes? What Are Messages And Notes? Messages and notes are the two basic means of communication with your clients and teaFew readers

• Requests

  Roles That Can Manage Requests: Agent, Manager, Admin, Owner Table Of Contents What Is A Request? What Is A Subscription Request? How Can Clients Submit Requests? Request Features Who Can Interact With Requests? How To Filter Requests? What Is A Request? **A Request is an order orFew readers

• Request Archiving

  Roles That Can Archive Requests: Agent, Manager, Admin, Owner Table Of Contents How To Archive A Request? How To Find Archived Requests? How To Restore Archived Requests? How To Archive A Request? To archive a Request: Go to the Request you want to archive, In the chat box, select the file box icon in the top right corner. ![](https://storage.crisp.chat/users/hFew readers

• Intake Forms Settings

  Roles that can manage Client Portal sidebar: Owner, Admin, Manager ||| ✨ Intake forms are available on Pro+ plans, but you can try them out on other plans. Gather information about your clients and their projects, or send satisfaction surveys to collect feedback. Discover how intake forms can empower your processes—explore more in this article! Table Of Content [How to Create an Intake Form](#1-how-to-create-an-intake-foFew readers

• Intake Forms Use Cases

  Table Of Contents Examples Benefits of Intake Forms Intake forms are customizable digital forms you can share with clients to collect specific information relevant to a service, project, or request. They include a variety of input fields, such as text boxes, dropdown menus, checkboxes, tiles, file upload options, and more. These forms can be tailored to match your service or project-type requirements. ![](https://storage.crisp.chat/userFew readers