today
Extend request expiry up to 90 days from today
A request's expiry date used to be capped at three months from the day it was created. Older requests had little or no room to extend, and once a request expired a client who needed more time was stuck.
What's changed
The expiry limit is now based on today's date, not the date the request was created:
- Up to 90 days from today: set or change a request's expiry date to any date within the next 90 days.
- Works on expired requests: extend a request that has already expired so your client can pick up where they left off.
Why it matters
When a client needs more time, you can give it to them on the same request, with no need to rebuild and resend it.
Where to find it
Opportunity > Client Portal request > Expiry date