Enquiry categories

A standard list of categories will help you monitor the type of enquiries that are coming through to your team.  There is already a standard list in the system and you can add more to these if you wish.  To access:

Go to customer service

In the top menu select customisation

Select categories

Create, add your new category, save

You can also move the order of the list - drag up or down by clicking on the symbol on the right hand side

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Sample category list

Administration

Audit

Bank

Burial

Casual vacancies

Chair

Charities

Church 

Code of conduct

Committees

etc.....