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The Enquires view screen is used to add, view or manage parent enquiries. 

 

To add a new enquiry, click the Add Enquiry button.

Use the Type drop down list to select which type of enquiries you want to be displayed. Active Enquiries are those that have not yet been Archived

 

If your service is part of a larger group, you can select to view enquiries from multiple services within the group by selecting the appropriate option from the View By drop down list.


Use the Origin drop down list to view by origin of the enquiry (i.e., website, facebook etc)


Use the Status drop down list to view by status of the enquiry (ie., new, enrolled etc)


Use the Location drop down list to view the Service you wish to report on. 


To Search for a specific enquiry, begin typing text relating to the enquiry into the Search within screen  (i.e., if the parent’s name is Mary, begin typing “Mar” and relevant enquiries will be displayed.

 

Once you have completed entering your selection criteria, a list of the enquiries that match the criteria will be displayed. If the list goes over multiple pages, you can click on the  icons to navigate to the next or previous pages.

 

Use the  icons to change the order in which each column is displayed.

 

To view details or edit a particular enquiry, click on the row where the enquiry details are displayed, or click on the   icon at the right hand side of the page for the particular record required.

 


For further information or assistance call

0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz

 

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