For: Admins and Managers
Stop clients from sending inquiries
Hide the inquiry form from clients, or remove it together with its categories and question.
In this article4 sections
Stop new inquiriesInquiry A question or request sent to the firm through the portal, kept open until someone closes it. when you'd rather clients reached your firm another way. You can switch them off for a while, or remove the inquiry form altogether.
Open the inquiry settings
Go to Home › Inquiries and choose Settings.
Turn off new inquiries
Under Intake controls, turn off Accept new inquiries. It saves at once, and "Settings Updated" shows. Admins and Managers can both do this. To take inquiries again, turn it back on.
Remove the form instead
To take the form away altogether, an Admin can remove it. Under Danger zone, choose Remove beside Remove inquiry form, then REMOVE to confirm. "Inquiry Form Removed" shows, and your categories and question are deleted. Managers see Remove greyed out, with "Only an Admin can change this."
What happens next
- Clients no longer see + beside Inquiries in their LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations., or the "Click here to contact support." link, so they can't send new inquiries. Clients with a case can still post on its feed.
- Inquiries already sent carry on. Clients can still reply to them and close or reopen them, and you answer them on Open and Closed as usual.
- Nobody is told about the change.
- To take inquiries again after removing the form, an Admin adds at least one category and a question on Settings. See Set up inquiry categories and the question.