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The purpose of this Quick Reference Guide is to build working knowledge and understanding of how to create a new enquiry for an existing contact.  The most common will be an enquiry from an existing student, who will already exist in the CRM system.

Creating a new enquiry by performing a contact search

  1. Click File in the ribbon menu then Enquiry in the drop-down menu.  A blank enquiry workspace will open.
  2. In the Contact Information section, click on the magnifying class icon in the Contact field. A Contact Search window will open
  3. Enter search criteria. (Refer to the Please note section below) and click the Search button.
  4. If more than one contact is returned by the search, select the relevant contact and click Select button. (Alternatively, double-click on the relevant contact).
    If only one contact is returned by the search, it will automatically be populated as the contact for the enquiry.
  5. Continue to complete the enquiry.

Creating a new enquiry by using recent contacts

  1. Click File in the ribbon menu then Enquiry in the drop-down menu.  A blank enquiry workspace will open.
  2. In the Contact Information section, click on the magnifying glass icon in the Contact field. A Contact Search window will open.
  3. Within the Recent Contacts section of the Contact Search window, select the relevant contact and click the Select button. (Alternatively, double-click on the relevant contact)
  4. The Contact Search window will be closed and the selected contact details will be populated as the contact for the enquiry.
  5. Continue to complete the enquiry.

Please note

The following wildcards can be used when performing searches.

Operator Description

*

Append an asterisk to use a wildcard in your search term to match exact string. For example, searching for Jane* returns results that start with Jane, such as Janet.

%

Appending a percent sign to use a wildcard in your search term to match like terms. For example, searching for hut% returns results that are similar to hut, such as shutter.