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Duplicate a Client Request
Duplicate a Client Request
Dale Stephens avatar
Written by Dale Stephens
Updated over a week ago

If you have a client that has completed a CashDeck request in the past, you can now duplicate that request to create a brand new request for the same client.

Your client's contact details and the request options that were previously selected are replicated in this new request, but you always change them if needed.

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