Use the Enquiry tab in an applicant record to view and manage an applicant's initial enquiry information. Log details such as how an applicant enquired to your school and information on sent prospectuses.
An example of the Enquiry tab is shown below:
To amend an applicant's enquiry information, follow the steps below:
- In the Admissions module, select a records tab:
- Search and select an applicant record to work with and select the Enquiry tab.
Complete the Enquiry Information section:
Field Explanation Enquiry Date Enter the date of the applicant's first enquiry to the school. Enquiry Reason Select the purpose of the applicant's enquiry. Enquiry Method Select how the applicant's enquiry to the school was made. Enquiry Notes Use this field to add notes on any additional information related to the enquiry. This is for information only. Prospectus Notes Use this field to add notes on any additional information related to sent prospectuses. This is for information only. - Use the AutoComplete checkbox in the top of the screen for fields to capitalise automatically as you complete them. Uncheck the AutoComplete box to override automatic capitalisation.
- Click
next to a field to add a new option to a drop down list.
- Use the Campaign Information section to add information related to campaigns used to communicate with the applicant, such as mailshots. See Logging Campaign Communications for more information.
- Use the Prospectus History section to add information related to prospectuses sent to the applicant. See Logging a Sent Prospectus for more information.
- Either:
- Click Save Record to update the new data.
or - Click Reload Record to refresh the record with the last saved data.
- Click Save Record to update the new data.