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Searching for enrolment enquiries

Use the Process Future Student and Enquirers window to search for:

Process Future Student and Enquirers window (grid area)

See Searching in the Introduction manual for details on how to use the search tools.

Note: If the enrolment enquiry is not found, click New Enquiry button to add a new enrolment enquiry from this window. See Creating new enrolment enquiries.

To search for enrolment enquiries or future students:

  1. Select Module > Future Students > Enquiry/Future Student Maintenance from the main menu.

    The Process Future Student and Enquirers window is displayed.

    Tip: You can also access the future student functions by clicking Future Students Icon.

    Process Future Student and Enquirers (empty)

  2. Enter whatever information you know in the fields.

    Tip: Enter case-sensitive values in the Surname and Preferred fields as Synergetic offers to copy these across to the Create new Enquiry - Contact Name window.
    Confirm window - Copy Surname and Preferred name from your selections

  3. Click Find button.

    Synergetic searches both the Enquiries database and for future students in the Community database for records that match your search criteria.

    Process Future Student and Enquirers window

Process Future Student and Enquirers fields and buttons

Fields

Field

Description

ID

Synergetic ID of the person enquiring or future student, if known.

Surname

Surname of the person enquiring or future student.

Preferred

Preferred first name of the person enquiring or future student.

Buttons

Button

Description

Find button

Find records based on the fields specified. These are displayed in the grid area of the window.

New Enquiry button

Create a new enrolment enquiry.

See Creating new enrolment enquiries.

New Future Student button

Create a new future student.

See Creating future students.

Launch button

Once you have found records, launch one of the following maintenance functions for the highlighted record in the grid area:

Exit button

Close the Process Future Student Enquirers window.

Last modified: 6/03/2013 11:54:11 AM

See Also

Maintaining enrolment enquiries

Creating new enrolment enquiries

Enquiry Student Maintenance - Student tab

Enquiry Student Maintenance - Enquiry tab

Enquiry Student Maintenance - Source tab

Enquiry Student Maintenance - Supplemental tab

Enquiry Student Maintenance - Scholarships tab

Enquiry Student Maintenance - Activities tab

Enquiry Student Maintenance - Contact tab

Enquiry Student Maintenance - Contact Spouse tab

Enquiry Student Maintenance - Contact Address tab

Enquiry Student Maintenance - Siblings tab

Enquiry Student Maintenance - Comment tab

Enquiry Student Maintenance - User Forms tab

Enquiry Student Maintenance - DocMan tab

© 2013 Synergetic Management Systems. Published 15 October 2013.

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