Manage Inquirer Served Options

Navigation

• Click your initials on the top right in the header

• Click "Admin" in the Dropdown

• Click "Inquirer Served Options" under Settings

Inquirer Served Options

Add New Inquirer Served Options

• Click the blue "+ New" button. Enter an Inquirer Service Option and Click Save

Manage Existing Inquirer Served Options

• Navigation

  • Use the "Previous Page" and "Next Page" options to scroll through the different pages of Inquirer Served Options

  • Use the "Filter" next to "Name" to search, sort A-Z, or sort Z-A on the current page

• 3 Options when managing existing Inquirer Served Options

  • Edit

    • Change the name of the existing Inquirer Served Option

  • Archive/Unarchive

    • Archive an existing Inquirer Served Option

    • Unarchive (Restore) a previously archived Inquirer Served Option

  • Delete

    • Remove the existing Inquirer Served Option

    • This can only be completed if the Inquirer Served Option has not been used

User Feature

Users will see this feature on the Caller Details section of a Contact. See 2. Contact Information for more information