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