Create New Inquiry
Admissions managers and staff can complete an inquiry form on behalf of a prospective student/family. For example, a family may call the admissions office, and the inquiry data can be manually collected/entered by an admissions manager and staff.
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From the persona menu, select Enrollment management.
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From Admissions, select Admissions management. Enter new inquiry can then be selected under Overview.
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Select the appropriate Inquiry Form and Inquiry Source. The source represents the type on inquiry this is, such as a Walk-In, email, phone call, etc. When set, select Next.
Tip: If needed, you can create your own list of source. For more information, see here.
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Complete the inquiry form then select Next.
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Assign the appropriate checklist and Admissions Staff member (optional) to the candidate.
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Review potential duplicate candidates. Select New User to create a new candidate record in the database, or select the existing candidate's name to merge the records in the database.
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Enter a Username for the candidate (optional) and then select Next.
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Review potential duplicate parents. Select New User to create a new parent record in the database; select the existing parent's name to merge the records in the database; or select Skip to prevent the parent record from being created in the database.
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Enter a username for each parent (optional).
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Select Next.
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The candidate profile will be created automatically.
When editing an inquiry or application form, a Custom Candidate Fields block can be added to the form layout. You can also select which customized questions to include and where they should appear on both inquiry forms and application forms by going into the block settings.
Better yet, this block can be added multiple times to the form layout and retains which fields have already been enabled on the other Custom Candidate Field blocks.
When using the Custom candidate block, conditional logic can be applied to a yes or no question for the end user. Select Edit block settings and then enable the Apply conditional logic option. A form field appears allowing you to enter in a custom question as well as the Conditional logic options for how the user responds. If the user selects Yes, selected custom candidate fields appear from the list. If the user selects No, the custom candidate fields are hidden.
Select Save to confirm your edits, Delete to remove them, or Cancel to back out completely without saving but keeping the block.