Future Student Maintenance - Activity tab
Use the Activity tab to view and maintain activities for the future student. You can record information such as when they attended an open day, when you phoned them or when they visited the principal.
If the activity record is displayed in:
- italics, a follow up has been set up for the activity
- bold, the follow up is overdue.
Additional uses of the Activity tab
You can use a database query or a stored procedure to list all the people who have the Mail Rqst (request) flag set. For example, this can be used in mail merges with Microsoft Word.
The crspFutureActivityPrint stored procedure has the advantage that in addition to retrieving key activity data it also updates fields to indicate when the letter was printed (Mailed Date) and by whom (Mailed By). See Using stored procedures to retrieve Synergetic data in the Extracting data manual.
Future Student Maintenance - Activity tab key fields and buttons
Fields
Field | Description |
---|---|
Activity | Filter activities displayed in the grid. |
Grid area fields
Field | Description |
---|---|
Activity | Identifier for the activity planned. |
Date | Date the activity is scheduled for. |
Status | Status of the activity. For example:
|
Application | Enrolment application that the activity is related to. |
Name | Person in your organisation who is responsible for the activity. |
Follow Up / | Indicates if a follow up is required and if so, the date the follow up is scheduled for. |
Comment | Notes regarding the follow up. |
Mail Rqst / | Indicates if a mailed request is required and if so:
|
Activity ID | Unique number identifying the activity. |
F'Up ID | Unique number identifying the follow up to the activity. |
Created By | User ID of the user who created the activity. |
Buttons
Button | Description |
---|---|
Add an activity for the prospective student. See Creating activities (future students). | |
Modify the highlighted activity. See Modifying activities (future students). | |
Delete the selected activity. | |
Print a report for the selected activity. For example, an offer letter.
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