Enquiries

These articles deal with the use of the Enquiries module. This module captures all general public enquiry information across an entire organisation and provides a simple workflow to assign program enquiries to relevant staff member for follow up.

Enquiries Overview

The Enquiries Module is designed to record the initial interaction with your organisation by a person who may or may...
Record an Enquiry

A new enquiry may be recorded by selecting Create Enquiry from the Shortcuts menu located on the left-hand side of the screen. Instructions Step...
Enquiries Statistics Report

The Enquiries Statistics Report provides a breakdown of enquiries by requested services, referred services, demographics and the main focus of enquiry. Tip:...
Link an Enquiry to an existing client

Enquiries may be raised for people who aren’t clients, people who go on to become clients, or people who are...
Link an Enquiry to a new client

Enquiries may be raised for people who aren’t clients, people who go on to become clients, or people who are...
Recording Enquiries count for DEX Reporting

The Enquiry module does not report your communications with people to DEX. You can record a count of the Enquiry...
Saving a Search

Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...