Administrator dashboard, request creation and customer context

Client Discovery & Project Briefing Portal

Open the Client Discovery Dashboard

Review request references, type, customer/business, status, progress, deadline and actions.

Open Create Client Brief

Open the administrator form used to generate a secure website, software or custom-template request.

Select the brief type

Choose Website, Custom Software or an active custom form template.

Search for an existing CRM customer

Use live client lookup before creating a linked request.

Use customer autofill

Selecting a customer can fill company, primary contact, email, phone, website and address from CRM records.

Select the recipient contact

Load active contacts for the selected customer and choose the person receiving the secure invitation.

Complete business or website name

Record the organisation, website or project identity shown throughout the brief.

Complete recipient name

Enter the person expected to complete the brief.

Complete recipient email

Enter a valid address for the secure invitation and status emails.

Set the internal deadline

Record the team deadline used for internal planning.

Assign active staff

Choose an active staff member responsible for the brief.

Create a customer-linked brief

Select a CRM customer/contact so the request appears in the customer account and eligible client portal.

Create a standalone secure brief

Leave the CRM client unlinked and provide direct recipient/business details for a standalone request.

Understand references and secure tokens

The model creates request identifiers and a secure token used by recipient URLs.

Open a request record

Select a dashboard row to review answers, scopes, uploads, activity and signature evidence.

Open linked customer context

Use the Client context action to move between the brief and the related CRM customer.

Open the secure client form

Use Open Client Form to test or review the exact recipient journey.

Copy the secure form link

Copy only for an authorised recipient and treat the token as confidential.

Review briefs from a customer profile

Open the module customer tab to see requests linked to that customer.

Delete a discovery request

Use Delete only with the module Delete permission; the controller removes related records and stored upload/signature files.

Understand request deletion impact

Deletion removes answers, uploads, activity, email logs, signatures and request context rather than archiving the brief.

Understand the open-applications top-bar count

The count excludes only statuses normalised as Completed & Delivered and includes all other/blank states.