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Collect customer requests with forms
Use forms and structured follow-up views to keep customer requests from getting lost.
Customer requests are easiest to act on when they enter TaylorDB in the same shape every time. A form gives your team a clean intake point, and the workspace turns each submission into something someone can own, sort, and complete.
Create a request table
Start with a table that describes the work, not only the person who submitted it. Useful fields include request type, customer, priority, owner, due date, current status, and a plain-language summary.
Keep intake simple
Ask for enough context to route the request, then let the team enrich it inside TaylorDB. A short form is more likely to be used correctly than a perfect form that people avoid.
Build the follow-up view
Once requests arrive, create views for unassigned requests, urgent requests, and recently completed requests. These views give the team a daily place to start without searching through every row.
