Questions/Client Portal

Snippets

2min

The Use Case

There are so many such questions that we end up asking clients more repetitively. Examples of such questions are:

  1. What's this transaction for?
  2. What's the name of the payee?
  3. Please send me a receipt for these transactions.

You don't want to spend time writing these questions manually each time, and that's where Snippets come to your rescue. Snippets are short, reusable text used while asking clients questions.

Snippets come with some predefined templates, which you can always change. You can also add new ones.

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