When a client marks a request as completed, ManyRequests can ask them to rate the work and leave a short review. The review stays with the request, so your team can see how each delivery landed without chasing feedback by email.
Use case: Your client approves the final brand guidelines and clicks Mark as completed. A window asks for a star rating and a comment, so you get feedback on the spot, and your account manager sees it on the client's organization page.
How to turn on client reviews
Go to Settings > Modules and extensions and click the gear icon next to Requests.
Scroll to Request reviews and turn it on.
Save your changes.
To stop asking for reviews, turn Request reviews off. While it is off, reviews are hidden in the request activity, on organization and team member pages, and in the Reviews report.
How clients leave a review
The client opens the request and clicks Mark as completed in the top right.
A Leave a review window opens. The client picks a rating from 1 to 5 stars and can add a comment under Your review (up to 255 characters).
The client clicks Submit. The request is marked as completed and the review is saved. The window then offers to create the next request.
The window has two other options:
Skip marks the request as completed without a review. The client can review it later.
Cancel closes the window and leaves the request open.
If the client skipped the review, or your team completed the request, the client sees How was your experience? with a Leave a review link in the request activity. Only clients can leave reviews, and each request has one review.
Where to find client reviews
On the request
Open a completed request. The review appears in the Activity tab, with the stars and the comment.
On the organization
Go to Users > Clients, open the Organizations tab, select the organization and click Reviews. You see the Average rating, how the ratings are spread, and every review from that organization. You can search and filter the list.
On the team member
Go to Users > Team, select the team member and click Reviews. You see the reviews of the requests assigned to them, with their average rating.
In the Reviews report
Go to Reports > Reviews to see all reviews for a date range. You can filter by Team member, Organization, Client and Services, and click Export CSV to download the list. The report opens on the past month, so change the date range or use the arrows to look further back.
How to control who can see reviews
Portal admins and admins always see reviews. For team members, use the Access reviews permission:
Go to Settings > Modules and extensions and click the gear icon next to Users.
Under Team members, find Access reviews.
Turn it on or off and save your changes.
On: team members see reviews in the request activity. If they can also open client profiles, they see the organization Reviews tab.
Off: team members can't see any reviews, including reviews of their own work.
The Reviews report is for portal admins and admins only.