Send a Feedback Request - Step 2 Detail

Each selection available within Step 2 of the Send a Feedback Request process is provided below.

Create a new project: If your project is not already listed, you can choose to add it to your firms account. You will be prompted to enter the following information:

         Project Name (required)

         Project Number (required)

         Project Group(s) (required)

         Project Type (optional)

         Project Manager (optional)

         Project Client (optional)

**Optional items above are contingent on your firms default settings. Some items may be required.

Manage / Import Projects: It is recommended that this function be completed by your firms Client Feedback Tool Firm Administrator.