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Enquiries in VETenrol Client Administration

The Enquiries menu item, available from the Activity sub menu, provides details and management for all enquiries submitted regarding specific occurrences.

Enquiries.png

  1. 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.
  2.  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.
  3. 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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    Tags:
  • VETenrol
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