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How To Set Up Your Inquiries?

Information about the initial settings for working with Inquiries in RO App

Amalia avatar
Written by Amalia
Updated over 2 weeks ago

On the Settings > General > Inquiries page, you can configure the numbering of Inquiries, the default Inquiry type.

Be sure to click Save to apply the selected settings.

Inquiry Numbering Template

Go to Settings > General page. Next, scroll down to find the Inquiries section and complete the setup for a numbering template in the relevant field.

Fill in the field of a Inquiry numbering template using symbols, along with the following available variable values:

  • {C} — represents the Inquiry counter;

  • {D} — the current day;

  • {M} — month;

  • {Y} — year.

The {C} variable values can be configured.

E.g., {C:3} means the work order counter consists of 3 digits and fills the missing ones with 0: 001, 002, 003, etc.

The same thing can be done to set up a numbering counter of your Inquiries. Simply click on the example Inquiry number and fill in the counter field with the needed value.

Default Type of Inquiry

In this field, you can set the default type of Inquiry.

  • If you select a specific Inquiry type, it will be set when creating a Inquiry.

  • If you select "Remember the last one," the chosen Inquiry type previously will be set when creating a new Inquiry.

  • If you pick "Not specified," you must select the Inquiry type before creating it.

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