To record contact responses on a housing options enquiry form

Numerous data types are available to control the permitted question responses within a customised housing options enquiry form, along with inherent rules to define the permitted range of criteria: dates, decimals, integers, Boolean and lookup types are all supported. For some questions, a single response would be expected; for others, multiple responses may be permitted to elicit all relevant information from the advisory service user.

The procedure to record contact responses on a housing options enquiry form is as follows:

1. Prerequisite procedural steps are covered separately in the topic To start a new housing options case via a contact record. Refer to these before proceeding to step 2.
2. With the customised template displayed, enter a response for each question, as appropriate, in the format governed by the data type and associated criteria i.e. Date Only, Date Time, Decimal, Integer, Lookup (Address, Contact, Contact Group, Table, Standard or System), Text, Time Only, True or False, User Defined Field Lookup, or Functional Unit; select alternative pages within the enquiry form using the drop-down field 1.
3. Click on Save 2.

Note

1 Where an enquiry form employs questions linked to system fields, the responses are automatically populated for the contact, using information already held against their record, thus avoiding duplication of effort.

2 All mandatory sections of an enquiry form must be completed ready for submission.

See related topics...

Housing options case management overview

To view customer advice linked to a housing options case

To start a new housing options case via a contact record

Using the search facility