The inquiries feature allows you to add different types of customer interactions to the system that may not be sales or cases yet. To add a new inquiry to the system, simply click the new inquiry button in the top right corner.
The inquiry entry window allows you to enter some basic information such as the location, status of the inquiry, assigned staff member and the contact that reached out with the inquiry. An option is also available to connect the inquiry to an existing case.
Along the top row, there are 4 different types of inquiries that can be added. General, first call and preneed inquiries all allow for the same information to be entered. Facility inquiries will not show a case area to connect a case and instead will show an events section for any upcoming events using that facility.
On the right side, notes can be added regarding the inquiry. Any previously added notes will show in the saved notes portion of the notes area.
Viewing Inquiries
The inquiries page allows you to view all inquiries in the system. Inquiries in the list can be filtered by contact, case, location and staff member. Basic information will be displayed for the inquiry showing the contact name, status, type of inquiry and date of creation. Inquiries can be opened for editing by clicking the edit link on the right side and inquiries can also be archived by clicking the archive link on the right side.
Once an inquiry is archived, it will be hidden from the list of inquiries. Unarchived inquiries are only hidden and not deleted from the system. To view unarchived inquiries, click the view archived checkbox at the bottom of the page.
Inquiries can be unarchived by clicking the unarchive link.
