How Members Submit Inquiries

Sophia Chiboka

March 11, 2020 14:55

The Inquiries feature provides members with a convenient way to send questions or requests directly to their organization and keep track of their submitted inquiries through the Member Portal.

This article will guide you through the process that members use to submit inquiries via the Inquiry feature, in order to allow you to provide guidance to any member who asks but also so that you understand how the settings you choose affect the member’s experience.

Please note: The Inquiries feature is only available if it has been enabled by your organization’s administrator. If you do not see the Inquiries option in your Member Portal, you may need to contact your organization directly by email or through their preferred contact method.

Step 1: Access the Inquiries Tool

Log in to your Member Portal.
In the upper-right corner, click Inquiries.
Select the option to create a new inquiry.

Step 2: Submit and Review Your Inquiry

Select the appropriate Inquiry Type from the drop-down menu.
Enter the details of your inquiry in the text box.
Click Submit Inquiry.

3. Click either the indicated link or the indicated button to open a new window where you can submit an inquiry.

4. In the new window, select an inquiry type from the drop-down menu, enter the details of your inquiry into the text box, and click ‘Submit Inquiry‘. The categories in the drop-down menu are created by administrators according to the procedure documented in this Knowledge Base article.

5. Your inquiry will now appear in a list of all the inquiries you have submitted; you may review it by clicking its name, or search through your submitted inquiries using the Inquiry History box to the right.

Congratulations, you have submitted an inquiry!