| Enquiries | |
Updating the Subject may update the Enquiry Status, update the Commitments, and cause the Attributes to change based on the Enquiry Subject defaults.
Start typing in the Site field to search by Site Name, Code, Locality, Town, or County.
The Attributes section displays any existing Attributes for the current Enquiry, and allows them to be edited or deleted.
Attributes can also be added to the Enquiry using the ‘+’ button on the header of the Attributes panel while the Details panel is in edit mode.
When the Enquiry Subject is changed, all the Attributes linked to the Enquiry Subject are added and must be supplied with a valid value before saving the changes.
The Customer panel shows any Customers linked to the Enquiry and allows them to be edited.
Customers can also be added to the Enquiry using the ‘+’ button on the header of the Customer panel.
When adding or editing Customers, the Customer pop-up is displayed.
On the Customer pop-up it is possible to pre-populate the fields from an existing Contact using the Search Contact field.
It is also possible to pre-populate the address fields using the Search Address field.
Details of the Enquiry Contact will be displayed in the Contact panel.
It is possible to pre-populate the fields from an existing Contact using the Search Contact field, or enter new details.
Commitments are attached to Enquiry Subjects so that any Enquiry with that Subject will acquire the Commitment.
The Commitment panel shows Commitments linked to the Enquiry; new Commitments can be added using ‘+’ button on the header of the Commitment panel.
When adding or editing Commitments, the Commitment pop-up is displayed.
When the specified Status is reached, or a letter with the specified Correspondence Type is sent, the Commitment will be fulfilled, and the date of the fulfilment entered against the Commitment.