Submitted Enquiries can be viewed and managed by choosing Activity ( Enquiry Details are available for each enquiry in the list.
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) and then Enquiries from the menu.
name to open the details for that record.
The Enquiry Details page displays the complete record and comment log for a single enquiry.
There are three sections for the Enquiry Details page:
Each of sections have some features that allow interaction.
Enquiry Details
This section displays the information provided by the user when they made the enquiry.
- Click the
icon to email the user a message from a template (of type Enquiry Response).
The user's name and contact details can also be edited to correct typographical errors. To do this:
- Edit the details in the relevant fields.
- Click the Update Changes button.
A record of the change will be included in the Comment Log.
Office use
This section provides administrative control for the enquiry.
- Status— set the status of the enquiry. 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.
- Date Closed — the date the status was changed to Completed or Cancelled.
- Comment — comments or notes for the enquiry. Eg. A cancellation reason.
- The Save Comment button — click this to save text entered in the comments field. Content will be logged into the Diary and cleared.
Diary
This is a record of updates to the enquiry.
- Date — the date and time for the entry. The dates listed in this column can be clicked to view the full entry.
- Type — the type of record. This may be:
- Change — details of adjustment(s) to the name and/or contact details for the enquiry.
- Comment — comment(s) added to the Enquiry via the Office Use section.
- Email — message(s) sent from within VETenrol in response to the enquiry.
- Comment — the message contained in the comment or email.
Next: Enquiry Diary for viewing and adding comments.
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