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Creating new enrolment enquiries

When you receive a phone call or other enquiry about a student enrolling at your organisation, you need to record some basic details about the person making the enquiry.

You can either:

To create a new enrolment enquiry:

  1. Either:

    The Create new Enquiry - Contact Name window is displayed.

    Create new Enquiry - Contact Name window

    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

  2. Use the < Back button and Next > button buttons to move through the data input windows.

    Different windows are displayed, depending on your selections on the first window. See Enrolment enquiry creation windows if you need more information about what to enter when you are creating a new enrolment enquiry.

    Note: If the student or contact has no affiliation with your organisation, create a record in the enquiry database. See Enrolment enquiry creation windows.

Last modified: 11/08/2014 3:24:26 PM

See Also

Maintaining enrolment enquiries

Searching for 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 - Activity tab

Enquiry Student Maintenance - Contact tab

Enquiry Student Maintenance - Contact Spouse tab

Enquiry Student Maintenance - Contact Address tab

Enquiry Student Maintenance - Siblings tab

Swapping and shuffling contacts

Enquiry Student Maintenance - Comment tab

Enquiry Student Maintenance - User Forms tab

Enquiry Student Maintenance - DocMan tab

Processing online applications

© 2015 Synergetic Management Systems. Published 6 May 2015.

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