- Go to Engage section.
- Search for the engagement you want to view in search box shown in the table.
- Click on the engagement name (in blue font).
- Click on 'Data inquiries.'
- Click on 'Add.'
.
- Enter the required information:
- Inquiry category.
- Sub-category.
- Question.
- Answer type, whether you want the client to select one of the given option or to answer in a descriptive format.
- Sub-question (optional).
- Click on 'Save & Close.' A new question will be added exclusive to this engagement (it will not reflect in manage section).
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