Creating activities (enquiry students)
To create a new activity for an enquiring student:
- Open the Activity tab in Enquiry Student Maintenance. See Enquiry Student Maintenance - Activity tab.
The Activity tab of the Enquiry Student Maintenance window is displayed. - Click .
The Create new Enquiry Activity window is displayed.
Create New Activity window key fields
Field | Description |
---|---|
Created By | Person who created the activity. This is a read-only field. |
Activity | Description of the activity. The available options are maintained in the luActivity lookup table. See luActivity lookup table in the System maintenance manual. |
Activity Date | Date the activity is scheduled for. |
Activity Status | Status of the activity. For example:
|
Activity By | Person in your organisation who is responsible for the activity. |
Follow Up | Indicates whether or not follow up is required. |
Follow Up Date / | Follow up date and person responsible for following up. |
Comment | Comments and information regarding follow up and mail requests.
|
Mail Request | Indicates whether or not:
You can use a database query or a stored procedure to list all the people who have this 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. See Using stored procedures to retrieve Synergetic data in the Extracting data manual. |
Mailed Date / | Date of the mailed communication and who mailed the item. These are set by a stored procedure when merging mail. See the Mail Request field. |
Application | Type of application enquiry. |