Looking to hire consultant

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Mike

I have been looking at Wrike and trying to figure out if it is going to fit my needs and can't seem to wrap my head around a few things setup-wise.

Is there any place I can hire a consultant to pick their brain for a bit? 

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Eric

Hi,  I've been using Wrike since 2017 and have completed client's implementations over the years.  I also got my Wrike Certification.  This forum is a good way to start asking questions that won't cost you anything and I'll be more than happy to contribute.  However, if you think you need consulting services, the company for which I work offer this service.  You can email me at eric.bernier@graitec.com for more professional services on Wrike.

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Mike

(Edited )

Thanks Eric

I run a web design & marketing agency and just don't know the best way to set it up.

I want a Space that holds all my client's data with custom fields. Should each client be a Project in that Space?
 
I plan to also use Wrike to manage Support Requests from clients which will be its own Space. This will be set up with a form.
 
When a task is created via the form for "Support Requests" i want to somehow link that support request to the client information in the Client space so whoever takes the support request task can easily find login credentials or any other data they need.
 
I tried doing this with the Cross Tagging feature? When i do that i can see all the custom fields in the task, but they are blank and not populated with the data I added in the Client Project in the Client Space.
 
If theres a way to do this or a better way Id be happy to hire you. Unless im asking too much from Wrike. In which ill have to find another solution.
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Eric

All of this can be easily be done in Wrike, even with links on your webpage that goes into forms for your support.  I'll be glad to help you.

I personally use a project for each client, yes.

For future communication, I think it would be best to go by email.  Just email me at the email address I've provided in my previous message.

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Eric Clark

Hi Mike, my team would be happy to help. We specialize in Wrike implementation, optimization, and business process improvement. Feel free to reach out to me (eric@eliasinteractive.com). Thanks!

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Lisa

Hi Mike, thank you for reaching out! I have also passed your ask to our team 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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