Entering a new journalist If the journalist submitting the enquiry isn’t already logged in Civi, you’ll need to create a new individual. In the menu bar, go to Contacts > New Individual. Fill out the Contact Details section – make…
Managing Enquiries
Summary In very simple terms: Enquiries may be completed almost immediately or they may be handled over many days by multiple staff and, whether simple or complex, the management of this is achieved via statuses: A enquiry is “open” as…