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 Creating new enrolment enquiries. to add a new enrolment enquiry from this window. See
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. |