We’re happy to introduce three new system fields for inquiries: Address, Asset, and Manager Notes. These fields help you collect more relevant information from clients right from the first contact. For example, you can:
ask for an address for on-site jobs or visits;
collect asset details (device, vehicle, etc.) for repair requests;
add internal manager notes with important details.
To start using these fields, go to Settings > Forms Editor, select the inquiry type, and add the fields you need to the form.
We’ve also added a new Comments system field to order (ticket/job) forms.
In addition, when you convert an inquiry into an order or sale, matching system fields are now linked automatically by name. If the same field exists in both forms (for example, Address or Asset), its value will be transferred automatically during conversion.
This saves time, reduces manual data entry, and helps your team keep all important information accurate and complete.
If you have any questions, suggestions, or feedback about this update, feel free to contact us via Support chat.