Automatically add Contacts to Client Requests

Tidyflow adds a client’s Contacts to new client requests for you. You choose which Contacts are added by default, and you can still send an individual request to specific Contacts only.

Who receives a client request

Each client request has its own Recipients. When you create a request, Tidyflow adds every Contact on that client who has client portal access and is set to Include on requests.

You can change Recipients on an individual request before you send it, so separate requests can go to specific Contacts at the same client. Only the Contacts listed under Recipients receive the request email and reminders, and only they see the request in the client portal.

Include on requests only decides who is added by default. A Contact set to Exclude from requests is left off new requests, but you can still add them under Recipients on an individual request, and they then receive that request like any other recipient. Use this for a Contact who should get the occasional request, such as a bookkeeper who only needs the year-end organizer.

Recipients need client portal access to open a request. You can still add a Contact who does not have it yet: the Recipients list marks them No portal access, and sending the request turns their access on and emails them a login link, the same as sharing a file with them. Auto-send can’t turn portal access on, so a request that sends automatically skips those recipients; send it yourself to give them access. See Invite a Contact to the client portal for how portal access works.

To have two people answer the same request together, see Let two Contacts work on the same request.

Change whether a Contact is included on a client’s requests

1. Open Clients in the sidebar and select the client.
2. Open the Contacts tab. The Requests column shows Yes or No for each Contact.
3. Open the three-dot menu next to the Contact and choose Include on requests or Exclude from requests.

You can also tick Include on requests in the New contact panel when you add a Contact to the client.

The Include on requests setting is per client. A Contact linked to two clients can be included on one client’s requests and excluded from the other’s.

Changing the setting updates that client’s requests that have not been sent yet: including a Contact adds them to those requests, and excluding a Contact removes them. Requests that have already been sent are not changed. The Contact’s client portal access stays as it is.