Send and review queries

Send a query to a client and review the answers. Close completed queries to remove them from your list of active queries.

Send a query

After you’ve created a query for a client, send the query to a contact for answers. You can't make changes to a query once it has been sent.

  1. Go to Ask and click the query in the list.
  2. Click Send query.
  3. Enter the name and email for your client contact.
  4. (Optional) Make changes to the subject and body of the message.
  5. Click Send to send the contact a link to the query.

Send a reminder

Once you’ve sent a query to a client, you can send it to another contact for the same client or resend it to the same contact.

  1. Go to Ask and click the query in the list.
  2. Click Send a reminder.
  3. Enter the name and email for your client contact.
  4. (Optional) Make changes to the subject and body of the message.
  5. Click Send to send the contact a link to the query.

Review the answers to a query

When your client has answered some or all of the questions in a query, Ask sends you an email and adds a Submitted tag to the entry in the query list. Simply click the query in the list to review the answers.

After you’ve reviewed the answers you can:

  • Add new questions to the query or edit unanswered ones and resend
  • Send the query to another contact, with or without making changes to the query, questions, or sections
  • Close the query

Resend a query

Once a query has been submitted you're able to add new questions or edit unanswered ones, and resend the query to your client. Unanswered questions will be highlighted.

  1. Go to Ask and click the query in the list.
  2. Click Add or edit questions.
  3. Add new questions or edit answered ones.
  4. Click Resend query.
  5. Click Edit due date or Send.
  6. (Optional) Edit the due date and save.
  7. (Optional) Make changes to the subject and body of the message.
  8. Click Send to send the contact a link to the query.

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