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Duplicate a Client Request

Need to send a new request to a client who has previously completed one? You can quickly duplicate a completed request to save time.

Dale Stephens avatar
Written by Dale Stephens
Updated over 2 weeks ago

If a client has previously completed a CashDeck request, you can now duplicate that request to quickly create a new one using the same details.

When you duplicate a request:

  • Your client’s contact details are automatically pre-filled.

  • The request options are also copied from the original.

You can always review and update the request options before sending.

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