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:
- select a current member of the community database and make them an enquiring student or contact
- create a new record in the Enquiry database.
To create a new enrolment enquiry:
- Either:
• click on the Process Future Student and Enquirers window
• click on the Enquiry Student Maintenance toolbar
• select File > New from the main menu, when using Enquiry Student Maintenance
• press Ctrl + N, when using Enquiry Student Maintenance.
The Create new Enquiry - Contact Name window is displayed.
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. - Use the and 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 (on page ) 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 (on page ).