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Posted August 18, 2026
Inquiry Action List
An Inquiry Action List is the Record List of inquiry actions, the actions recorded on inquiries and applicants. It is available at Admissions > Actions. You need the Admissions Full, Admissions Read, or Admissions Evaluator role to access the Admissions module and the Actions Full or Actions Read role to access this page.
include all
decides which actions are listed. By default the list shows the actions recorded for the Admissions Year specified in School Info, and only that year.
include all
adds the actions of every year. The list does not have an all divisions checkbox.
Column explanations:
Description
is the action type. Clicking it opens the action.
Academic Year
is the year the action was recorded for. Each action carries its own year, which can differ from the year the inquiry is applying for.
Inquiry
is the inquiry the action belongs to. Clicking it opens the inquiry dashboard.
Scheduled
and
Completed
are the dates the action is scheduled for and was completed. A blank Completed date means the action is still open.
Modified
is the user who last changed the action and when.
Search fields worth knowing:
Academic Year
finds the actions recorded for a particular year, which matters when include all is checked.
Action Description
finds actions of the selected type.
Assigned To Username
finds the actions of inquiries assigned to a staff member.
Completed Date
and
Scheduled Date
search the two dates, for example Scheduled Date <= today to find actions due.
Correspondence Method
finds actions recorded with the selected correspondence method, such as email or phone.
The main purpose of this page is to perform multi-actions on the actions, such as Inquiry Action Delete Multi-action and Inquiry Action Mark Completed Multi-action. See Recording Inquiry Action for how actions are created.
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