This question came from a member of the Persona community, a project admin who opened the Dashboard to create an Inquiry and found the button greyed out. This is useful for anyone who cannot start an Inquiry from the Dashboard.
Problem
The “Create inquiry” button is grayed out/disabled in the Dashboard, so you can’t create an Inquiry.
Common causes
A common reason for this problem is that you missed a step: creating an Inquiry Template.
You need an Inquiry Template in order to create an Inquiry.
Suggested steps
Check if you have an Inquiry Template
It’s easy to check:
- Navigate to the Inquiry Templates page. You can either:
- Select Inquiries > Templates from the navigation bar in the Dashboard.
- Visit this URL directly.
- See if the Inquiry template list is empty. If it’s empty, you need to create at least one Inquiry Template.
Create an Inquiry Template
To create an Inquiry Template, click the Create template button at the top right of the Inquiry Templates page.
This answer was reviewed by Justin Sayarath, a product manager at Persona. FAQs, unlike other articles, are written to provide Persona Community members more specific answers to common questions. While we periodically review responses and answers, please note when this FAQ was last updated as information may have changed since then.