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Posted July 28, 2026
Recording Inquiry Action
There are multiple ways to record inquiry actions.
- Recording Inquiry Action - Individual
- Recording Inquiry Action - Bulk
- Recording Inquiry Action - by Evaluator
- Importing Inquiry Action
Note
: Many types of inquiry actions may be recorded indirectly. For instance, when a parent inquires on the CMS Parent Portal, an initial action is assigned to the inquiry when they press the submit button. When the parent submits the Application Online, another action is applied when they press the submit button. Actions may also be scheduled or applied automatically based on the Admissions Checklist an inquiry is associated with.
Note
: For actions linked to an admissions event, the action edit popup includes an
Alternate ID
field. Staff typically enter this identifier when the applicant checks in for the event. The value is shown on the Evaluations screen and on the “Score Evaluations” grid (see
Scoring Evaluations - Bulk
), and it is replaced when the applicant receives a new identifier at a later event.
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Student Safety
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Boarding Schools
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
vs Orah
Company
About
Careers
Press
Contact