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11.2. Customizing the Built-In Inquiry Form
Arctic uses a built-in form for inquiries. This form can be customized, and will effect how inquiries are recorded in the backend.
The built-in form contains fields for business group, customer, trip, notes and follow-up date. These fields are not editable, and will always be on the inquiry form. The default form looks like this:
To customize, go to the "Settings" page (Super User and above permissions), click the "Forms" tab, and choose "Manage Built-In Forms".
On the "Edit Arctic Forms" page, click the "Pencil" icon next to "Inquiry".
Once in the editor, you will be presented with a blank form. The fields on the default form will not display in the editor, but will still be the basis of the inquiry form. But here we can add additional fields, used to record additional details. For example, you may want to track group information or other details that will help when following on with the inquiry.
For more information, review the documentation chapter on the "Forms Editor" to learn about what fields are available and how to use the editor.
Remember the customizations only effect inquiries made via the backend. These fields will not appear on the online inquiry forms. In the next section we will explore online inquiries.