Contents
Enquiries is filled with tiny elements designed to give you better visibility, instant information and details about your enquirers.
Bold on New Enquirer Replies
When a new reply comes into your Enquiries occurrence, the conversation on the Listing turns bold.
This is true for enquiries with the status of "New" and "Open - Student replied".
Conversation colours
The most obvious is the different colours within the enquiry conversation.
The colours are:
Light grey is for incoming enquiries
Dark grey for officers' notes
Green for system messages
Light blue for the officer's response
Dark blue for expert responses
Seen/Not Seen and Timestamp Statuses
Each reply the officer sends out instantly gets a "Not yet seen" status (as highlighted in red). Once the email has been viewed, it changes to "Seen". This is designed to help you decide if a chaser message needs to be sent.
Timestamp statuses (highlighted in orange) show exactly what time an event occurred. For example, if you haven't heard from the enquirer in a few weeks, you might choose to close the enquiry. These statuses are also searchable from the filters in the main list.
Visibility indicators and Grab Handles
Each section of the enquiry has a little eye symbol in the top right. This shows if the section is visible to the enquirer or not. If the eye is clear, then the enquirer can see it; if it's slashed, then the section is not visible.
Please note: Direct replies from the Expert to the Enquirer will have the "crossed-eye" symbol against them. This is because the CRM cannot track emails sent outside the system, and this message is for your piece of mind that the Expert has contacted the student.
Each section also has a grab handle - the three bars at the bottom of each section. This is so you can expand and collapse an individual section. As you can see in the example above, the expert's reply contains the email chain that was sent to them. Hiding this makes the whole enquiry easier to see, and deal with. These grab handles are "sticky", so that if you went back to the list and reopened the enquiry, the collapsed sections would remain collapsed.
Priority Stars
Within each enquiry, on the Enquiry Details card, there is the option of adding a priority star. Perhaps the enquiry has been open a long time, or the question requires a more urgent response. Once you click the star, you can add a reason for adding or removing the priority, though it's not required.
By clicking the star on the header bar for the list of enquiries, you can bring your most urgent enquiries to the top.
Searching for a Specific Enquiry
Using the Search filters on the dashboard, you can search for:
The owner
The category
If the Enquiry is open or closed
The status of the enquiry
How the enquiry came in
The ID number of the Enquiry
The name of the enquirer
