Enquiry Student Maintenance

Use the Contact tab to maintain primary contact details for the person who is enquiring about enrolling a student at your organisation. The contact is typically the parent or guardian of the student.

Note: If the contact is linked with a community member the fields on the Contact, Contact Spouse and Contact Address tabs are greyed out.

To open the Contact tab:

Select Module > Future Students > Enquiry/Future Student Maintenance from the main menu.
The Process Future Student and Enquiries window is displayed.

Tip: You can also access the future student functions by clicking .
Select the person the enquiry is about. See Searching for enrolment enquiries.
The Student tab of the Enquiry Student Maintenance window is displayed.
Click the Contact tab.
The Contact tab of the Enquiry Student Maintenance window is displayed.

Field	Description
Title	Contact's title.
Surname	Contact's surname.
Given 1	Contact's given name.
Preferred	Contact's preferred name. This field is automatically completed with the contact's given name. You can type another name if required. For example if the contact's given name is Stephen, you could type Steve.
Other Given	Contact's other given names.
Gender	Contact's gender. In most cases, this field is automatically completed when you select the person's title. In some cases, you need to select their gender. For example, Dr (doctor).
Home Phone	Contact's home telephone number.
Bus Phone	Contact's business telephone number.
Mobile	Contact's mobile telephone number.
Email	Contact's email address.
Relationship to Student	Contact's relationship to the student. See luRelationship lookup table in the Synergetic System Maintenance manual.
Religion	Contact's religion. See luReligion lookup table in the Synergetic System Maintenance manual.
Enquiry ID	The identifier of the enquiring contact. This is relevant if the enquiry record has not been linked to a community member's record.
Community ID	Either: the Synergetic ID of the community member, if they are linked 0 (zero), if not.

Field

Description

Title

Contact's title.

Surname

Contact's surname.

Given 1

Contact's given name.

Preferred

Contact's preferred name.

This field is automatically completed with the contact's given name. You can type another name if required. For example if the contact's given name is Stephen, you could type Steve.

Other Given

Contact's other given names.

Gender

Contact's gender.

In most cases, this field is automatically completed when you select the person's title. In some cases, you need to select their gender. For example, Dr (doctor).

Home Phone

Contact's home telephone number.

Bus Phone

Contact's business telephone number.

Mobile

Contact's mobile telephone number.

Contact's email address.

Relationship to Student

Contact's relationship to the student. See luRelationship lookup table in the Synergetic System Maintenance manual.

Religion

Contact's religion. See luReligion lookup table in the Synergetic System Maintenance manual.

Enquiry ID

The identifier of the enquiring contact. This is relevant if the enquiry record has not been linked to a community member's record.

Community ID

Either:

the Synergetic ID of the community member, if they are linked
0 (zero), if not.

Button	Description
	Launch into Community Maintenance. See Maintaining community members in the Community manual.
	Send an email to the person's email address. See Sending emails in the Introduction manual.
	Link the enquiry contact with an existing community member. Note: Do not add a contact with only an Enquiry ID to the community. The Find Name on Community window is displayed.
	Break the link with the community member who has been assigned as the contact for the enquiry.

Button

Description