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Review enquiries sent through the contact form

Daviah
Daviah.Knowledge base
cms.daviah.io
Website

Review enquiries sent through the contact form

Every message submitted through your website's contact form lands here. You can read the sender's details, track whether each enquiry has been handled, and add internal notes for your team.

— Before you start
  • Signed in to the CMS
  • Your role is lodge-admin, secretary, worshipful-master, or treasurer to read enquiries
  • Your role is lodge-admin or secretary to update or delete enquiries
  • An organisation is selected in the organisation picker

Step by step

  1. Open the Inquiries list

    In the left-hand navigation, find the Website group and click Inquiries. This opens the full list of contact submissions for your organisation. The list is sorted newest-first, and a description above the table reads 'Inquiries sent through the contact form on the website, in the order they arrived.' Four columns are shown by default: name, subject, status, and createdAt.

  2. Scan for unread or recent enquiries

    The status column shows at a glance which enquiries are New, Answered, or Closed. The name and subject columns give enough detail to decide which record needs attention. Because the list is scoped to your selected organisation, you will only ever see your own enquiries here.

  3. Open an individual enquiry

    Click any row to open that enquiry's full record. The browser tab and breadcrumb show the enquiry's subject line. The record displays all fields: name and email, phone and subject, message, status and notified-at date, IP address and user agent, and an internal notes area.

  4. Read the enquiry content

    The five sender-supplied fields — name, email, phone, subject, and message — are plain display fields. The notified-at field shows the timestamp when a notification email was successfully sent to your organisation's contact address. The IP address and user-agent fields are read-only and are there if you ever need to investigate abuse.

  5. Update the status and add internal notes

    Change the status selector to New, Answered, or Closed to reflect how the enquiry has been handled. Type any team-facing remarks into the internal notes field. When you are done, click the Save button. There is no separate confirmation step; the record is saved immediately using the standard save action.

  6. Understand what your role allows

    Lodge-admin and secretary roles can read, update, and delete enquiries. Worshipful-master and treasurer roles can read enquiries but cannot update or delete them. No role can create enquiries manually — records are created only when someone submits the contact form on your website. Roles outside these four cannot see this section at all.

What happens next

After saving, the enquiry record holds the updated status and any internal notes you added. The sender-supplied fields, the notified-at timestamp, the IP address, and the user agent remain exactly as recorded and cannot be edited. You can return to the list at any time to continue working through open enquiries or to review closed ones.

Good to know

Enquiries cannot be created from inside the CMS. The only way a record appears in this list is when a visitor submits your website's contact form — the server creates the record and sends the notification automatically. If you are missing an expected enquiry, check that the correct organisation is selected in the organisation picker, as the list is strictly scoped to whichever organisation is active.

— About Daviah

Daviah — Learn how to find, read, update, and file contact form enquiries sent through your organisation's website.

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