WORKSPACE / CUSTOMER INQUIRIESFictional sample data

CUSTOMER INTAKE

A clear next step
for every inquiry.

Capture requests, assign an owner, and track follow-up in one place.

Working demo · Records stay in this browser. No shared database or authentication. Use fictional information only.
Active inquiries0New, reviewing & in progress
Awaiting an owner0Active inquiries without an owner
Closed inquiries0With a recorded resolution

Inquiry register

Review requests and record the next action.

CSV exports the current filtered view.

← Scroll across to see every column →

Customer inquiries matching the current search and filters.
Customer / referenceService requestedStatusOwnerNext actionOpen inquiry

THE INTAKE WORKFLOW

Capture. Assign. Follow up.

  1. CaptureRecord the essential details.
  2. AssignChoose someone responsible.
  3. Follow upRecord the next action or resolution.

This prototype demonstrates an intake workflow. Counts describe these demo records; they do not measure business improvement.

NEW INQUIRY

New inquiry.

Fields marked * are required. Use fictional customer information only.

Closing clears the next action. Reopening clears the resolution and closure date when saved.