Thank you for your help. I actually just spent a few hours trying to flesh this all out. I'm starting to understand how each form, list, help topic, etc., are interlinked. However, it just made me realize that I'm in need of suggestions for best use.
In my first post, I was hoping to just have the end user fill in the blanks. But given the diversity of the clientele I'm dealing with, I'm not sure that's a good idea...
A brief background on my situation: I have a city, recently a charter school, a small HOA, several residential, and sole proprietorship businesses I'm providing technical support for.
I'm wanting to migrate their needs to this platform with some semblance of organization based on the type of client, i.e. business (organization or individual), school, residential. And then type of issue.
Currently, I have it broken down into general inquiry, service request and incident request. The first of the group I'm wanting to reserve for folks not under contract. And the other two visible to contracted clients only.
Am I asking too much? ...Lol