Searching for enrolment enquiries
Use the Process Future Student and Enquirers window to search for:
- Contacts who have enquired about enrolling a student. For example, Cassandra Dyson.
- Prospective students who have been added after an enquiry. For example, Jackie who is Cassandra Dyson's daughter.
- Future students who may be enrolling at your organisation. For example, James Dawson.
See Searching in the Introduction manual for details on how to use the search tools.
Note: If the enrolment enquiry is not found, click to add a new enrolment enquiry from this window. See Creating new enrolment enquiries.
To search for enrolment enquiries or future students:
- Select Module > Future Students > Enquiry/Future Student Maintenance from the main menu.
The Process Future Student and Enquirers window is displayed.
Tip: You can also access the future student functions by clicking . - Click Show Filters.
The filters are displayed.
You must have at least one of the following Type/Status fields selected to perform a search:
• Enquiry Students
• Enquiry Contacts
• Future Students field. - Enter whatever information you know in the fields.
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. - Click .
Synergetic searches both the enquiries database and for future students in the community database for records that match your search criteria.
Process Future Student and Enquirers fields and buttons
Name Fields
Field | Description |
---|---|
ID | Search based on the Synergetic ID of the person enquiring or future student, if known. |
Surname | Search based on the surname of the person enquiring or future student. |
Given/Preferred | Search based on the preferred first name of the person enquiring or future student. |
Enquiry/Future Students Fields
Field | Description |
---|---|
Enrol Year | Search based on the year applied for. |
Gender | Search based on gender. Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table. |
Campus | Search based on the campus applied for. |
Year Level | Search based on the year level applied for. |
Sub School | Search for students by the sub-school they are grouped into, if applicable.
|
Boarder | Search based on the boarding status of the person enquiring or future student. Typical values include:
|
Full Fee | Search based on whether or not the student is a full-fee-paying student. |
Priority | Search based on the priority of the person enquiring or future student. Typical values include:
|
Type/Status Fields
Field | Description |
---|---|
Include: | Enquiry Students Filter search results to display enquiry students. |
Enquiry Contacts Filter search results to display enquiry student contacts. | |
Future Students Filter search results to display future students. | |
Active Enquiry | Search based on whether the enquiry is active. See the Enquiry Student Maintenance - Enquiry tab. |
Future Student Status | Search based on the status of the future student application. Typical values include:
Note: Maintain the values in the luFuturePriority lookup table. See the luFuturePriority lookup table in the System maintenance manual. |
Enquiry Status | Search based on the status of the enquiry. Typical values include:
Note: Maintain the values in the luEnquiryStatus lookup table. See luEnquiryStatus lookup table in the System maintenance manual. |
Enquirers with no Status | Select to include enquirers with no status. |
Enquiry Date From/To | Search based on the duration of the enquiry. |
Activity Fields
Field | Description |
---|---|
Activity | Search based on activities. |
Any Activity | Search for enquirers or future students with any activity. |
Activity Status | Search based on the status of the activity. |
Follow Up Date To | Search based on the follow up date. |
Follow Up | Search for enquirers or future students with the Follow Up flag selected. |
Activity By | Search based on the person in your organisation who is responsible for the activity. |
Follow Up By | Search based on the person in your organisation who is responsible for following up. |
Buttons
Button | Description |
---|---|
Find records based on the fields specified. These are displayed in the grid area of the window. | |
Create a new enrolment enquiry. See Creating new enrolment enquiries. | |
Create a new future student. See Creating future students. | |
Once you have found records, launch one of the following maintenance functions for the highlighted record in the grid area:
| |
Clear existing search filters. | |
Close the Process Future Student Enquirers window. | |
Launch the Bulk Set Enquiry Status window to apply an enquiry status to all enquiry students in the grid area. |