The enquiries feature.
Make it easy to collect enquiries from your users with our customisable form builder.
Explore the Enquries Feature.
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Create a new enquiries form.
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Complete an enquiries form (from the app).
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Complete an enquiries form (from Community Manager).
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Managing enquiry form submissions.
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Managing enquiry form permissions.
Create a new form.
To create a new enquiry form, from the dashboard:
Click the ‘Enquiries’ feature by clicking the link in the left side menu.
Select ‘Enquiry Form from the left side.
Select ‘New Equiry Form’.
Enter the following details:
Form Title
Email (the email address that will be notified of form submissions)
Description
Add each form field:
Select the field type.
Enter the field name (label).
Check if this field is optional.
Check if you would like this field to be the form submission title.
Select ‘Add New Field’ to add more fields.
Click ‘Save’.
Your form has now been created.
Complete an enquiry form (from the app).
To complete an enquiry form from the app:
Click the circled plus icon at the bottom right of screen.
Select ‘New Enquiry’.
Enter the following details:
Name (prefilled)
Contact Number (prefilled)
Address
Select the relevant enquiry form from the list.
Complete the enquiry form details.
It’s now time to submit your enquiry, by clicking the ‘Done’ button at the top right of screen.
Users can view their enquiry and track its progress under the Enquiries section of the app. Staff users will see all form submissions while primary users will only see their own submissions.
Complete an enquiry form (from Community Manager).
To complete an enquiry form, from the dashboard:
Click the ‘Enquiries’ feature by clicking the link in the left side menu.
Select ‘New Enquiry Submission’ at the top left of screen.
Enter the following details:
Name (search from the users list)
Contact Number
Address
Select the form name.
Complete the enquiry form details.
It’s now time to submit your enquiry form, by clicking ‘Save’.
Users can view their enquiry and track its progress under the Enquiries section of the app. Staff users will see all enquiry submissions while primary users will only see their own submissions.
Managing enquiry submissions.
Managing enquiry submissions on Community Manager.
All enquiry submissions can be viewed from the ‘View Enquiry Submissions’ dashboard. The status for each submission will show if the job is unassigned / in progress / completed. Residents will be notified as the job gets updated.
To edit or manage the submission:
Click the request name or the pencil icon.
Assign this job to a member of staff by clicking ‘Assign’ and then selecting the relevant team member (they will receive a notification in the app).
Update the progress of the job by clicking the drop down list in the ‘Status History’ menu. Select either unassigned / in progress / completed.
Add a note to the job by clicking the ‘Add Note’ button (this is only visible to staff users).
Message the resident in the comments section to provide updates of the job.
Edit details of the request by clicking the ‘Edit Details’ button.
Managing enquiry submissions on the app.
All enquiry submissions can be accessed via the ‘Enquiries’ section of the app. The status for each submission will show if the job is unassigned / in progress / completed. Residents will be notified as the job gets updated.
To manage the submission:
Click the request name.
Assign this job to a member of staff by clicking ‘Assigned To’ and then selecting the relevant team member (they will receive a notification in the app).
Update the progress of the job by clicking the ‘Status’ button (Unassigned). Select either unassigned / in progress / completed.
Add a note to the job by clicking the ‘Notes’ button and then click the Plus button (this is only visible to staff users).
Message the resident by clicking the ‘Leave Message’ button to provide updates of the job.
Managing enquiry permissions.
Enquiry permissions can be managed in the user type settings section of Community Manager (Dashboard > Users > User Types):
Manage Enquiry Submissions is general permission to see all submissions and workflow them as needed.
Manage and Set Up Enquiries is specifically allowing for the set up of forms themselves.
Manage Assigned Enquiry Submissions is for those who only see enquiry submissions that have been assigned to them.
