PowerClerk Support Center

Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Feature reference
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
Feature reference
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Feature reference
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Changing a project's status
Feature reference
FAQs
Advanced Program Design
Channels
Locating the Channels feature
What are Channels?
Channels Checklist
3-Step Publishing Process
Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
Sending Signals
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
Feature reference
eSignatures
DocuSign template tags
Mapping eSignature tags
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to design an Incentive
Incentive Options
FAQs
Single Sign On (SSO)
Azure AD
Okta IDP Configuration
SP Configuration
PowerClerk API
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FAQ
API Documentation for Developers
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Using Custom IDs
API Method Reference
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Administration
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
How to validate a Data Import
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import From V2
Questions to ask yourself
Locating the Import From V2 feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Billing Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Web Adapter Factory
Questions to ask yourself
Locating the Web Adapter Factory
What are Web Adapters
Input and Output Fields
Connecting, Testing, and Enabling
Maintenance and Alterations
Web Adapter Message Format
FAQ
Program Reporting
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Settings
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
FAQs
FormSense
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
FAQs
Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Dashboards
Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
Configuring Forms
FormSense
Build A Formula
Automation with Formulas in Action Rules
Formulas and Advanced Visibility Rules
Calculated Fields
Milestones
Project Summary
Roles and User Administration
Visualize Workflows
PowerClerk User Group Sessions (UGS)
PowerClerk Responsive Admin View

Project Inquiry

Use the Project Inquiry feature to configure Dynamic Customer Messaging.

Project Inquiry


Questions to ask yourself about Project Inquiries:

Should Program Administrators be able to create new Project Inquiry threads?
What types of inquiry categories should users select when creating a Project Inquiry?

What data fields should appear when a project is selected for a new Project Inquiry?

Locating the Project Inquiry feature

Anyone in a Role with the Edit Program Info privilege can edit this setting by opening the ADMIN menu and clicking on Program Info:

 

Locating the Project Inquiry feature

Figure 1: PROGRAM DESIGN >> Program Info

 

How to edit the Project Inquiry Settings

The Project Inquiry settings lets you configure the information the users see when selecting the “Inquiry Button”.
 
The “Inquiry Button Text” allows a custom text to appear for the button on the menu bar that users select when creating a new project inquiry thread.
 
The “Inquiry Categories” setting allows you to create available categories for users to select when creating a new project inquiry thread. *NOTE* You must enter at least one “Inquiry Category” into this field to enable the Project Inquiry feature.
 

Project Inquiry Settings

Figure 2: Project Inquiry Settings

 
The “Inquiry Lookup Field” is an optional data field that is loaded when a project is selected while a user is creating a new project inquiry thread. For example, the “Homeowner Customer” data field selected below will show the Homeowner Customer’s contact information within the inquiry thread.
 
If you select the checkbox next to “Allow program administrators to create new Project Inquiry threads?” this will enable the “Project Inquiry Button” to appear on the Administrators PowerClerk Portal.
 

Inquiry Lookup Field

Figure 3: Inquiry Lookup Field

 
Once these settings are “Saved” the PowerClerk user will now see the “Ask a Question” button appear in the menu bar.
 

Ask a Question Button

Figure 4: Ask a Question Button

 
The Project Inquiry button allows a user to “Ask a Question” in regards to a specific project within PowerClerk.
 
The project drop down menu will allow the user to select the specific project in question and will populate with the settings you chose within the Project Inquiry settings page. As you can see below, since we selected the “Homeowner Customer” data field, that customer’s contact information appears within the inquiry thread.
 
The user must select an Inquiry Category from the drop-down to submit their question.
 

Ask a Question Dialog

Figure 5: Ask a Question Dialog

 
The “Ask a Question Threads” will now be visible within the View/Edit project page for any user that has access to the Project.
 
To reply to an inquiry thread, simply select “Reply” from the project’s View/Edit page.
 

Ask a Question Thread

Figure 6: Ask a Question Thread

 
The reply will populate directly below the customer’s inquiry with a timestamp of the reply.
 

Ask a Question Reply

Figure 7: Ask a Question Reply

 
The PowerClerk Administrator also has the option of “Closing” the project inquiry thread. Select the “Change Inquiry Status” button adjacent to the “Reply” button to select the inquiry status. *Note* the Inquiry Status options can be configured within the Project Inquiry Settings page.
 

Current Inquiry Status

Figure 8: Current Inquiry Status

 

Automating Communications for Project Inquires

A new Automation Trigger is now available for “Project Inquiries” within the Automations page.
 

Inquiry Automation Trigger

Figure 9: Inquiry Automation Trigger

 
By selecting the Inquiry Automation Trigger you can enable actions based on a “New Inquiry Thread Created” or a “New Reply to an Inquiry Thread”:
 

Edit Inquiry Automation Trigger

Figure 10: Edit Inquiry Automation Trigger

 
By creating a Communication Template, you can fire a communication to send to both the PowerClerk Administrator and customer of new replies to their project inquiries.
 
This helps keep the customer and the administrator up to date on the current replies within the Ask a Question thread.
 

Inquiry Automation Trigger Action Rule

Figure 11: Inquiry Automation Trigger Action Rule

 

Inquiry Summary

The “Inquiry Summary” feature within “Settings” allows administrators to keep track of every open and closed customer inquiry within PowerClerk.
 

Locating the Inquiry Summary

Figure 12: Locating the Inquiry Summary

 
As default, the Inquiry Summary page shows only “Open” inquiries. Simply checking the “Include closed Inquiries” box will enable the administrator to view every inquiry within PowerClerk.
 

Inquiry Summary

Figure 13: Inquiry Summary

 
Administrators can dig deeper into each inquiry summary by selecting the arrow to the left of the Inquiry Title. This dropdown will show every inquiry within that specific project. From here the administrator has the ability to reply to the inquiry, go to the projects Admin or View/Edit screen, and change the status of an inquiry.
 

Inquiry Summary threads

Figure 14: Inquiry Summary threads

 

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.