The Enquiries menu item, available from the Activity sub menu, provides details and management for all enquiries submitted regarding specific occurrences.
- Filter registrations to show only matching records using:
- 'From' and 'To'— Filter by a date range. The entries will be matched based on the date the enquiry was made.
- 'Name' — Filter by the customer's name. The entry will be matched to any part of the name provided by the customer.
- 'Programme' — Filter by programme name. The entry will be matched to any part of the programme selected by the customer.
- 'Status' — Filter by the status assigned to enquiries. For example, choose 'Complete' to view enquiries that have received a response and are no longer displayed on the screen by default.
- List operations buttons:
- The 'Add Enquiry' button allows for an enquiry to be added manually.
- The 'Refresh List' button will apply or remove filters.
- The 'Export' button will save a .xlsx spreadsheet of the displayed records.
- Registration List table — This is the at-a-glance information provided for each current enrolment.
- 'Name' — The customer's full name. The names listed in this column can be clicked to open individual Enquiry Details.
- 'Date' — The date and time the enquiry was sent.
- 'Source' — Where the enquiry came from, typically 'VETenrol Enquiry Form'.
- 'Status' — The status of the enquiry (for administrative purposes).
This may be:- Active — The enquiry is new/unanswered.
- Cancelled — The enquiry has been cancelled.
- Complete — A response has been sent that answers the enquiry.
- 'Email' — The customer's email address.
- 'Phone' — The customer's telephone or mobile number, if provided.
- 'Programme(s)' — The course or courses selected by the customer.
- 'Enquiry' — The message sent by the customer.
icon — View notes/comments for the enquiry.
icon — Email the customer a message from a template.
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