The Create new Enquiry - Contact Name window is displayed first when creating a new enquiry.
To add details for a new enquiry:
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Create new Enquiry - Contact Name window key fields
Field | Description |
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Use existing ID | If you know the Synergetic ID of an existing community member, select this field and enter the ID in the ID field. The details of the person are retrieved from the community database. |
Title | Primary contact's title. |
Surname | Primary contact's last name. |
Given 1 | Primary contact's given name. |
Preferred | Primary contact's preferred name. |
Other Given | Primary contact's other given names. |
Gender | Primary 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). Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table. |
Date of Birth | Primary contact's date of birth.
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Mail Format | Address format for the community member. For example, whether their initials should be used, or an ampersand instead of 'and'. |
Contact is also the Enquirer | Select if the contact is also the student enquiring, to avoid repeating address information. This normally only applies to mature age students. |
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