Recording Inquiry Action - Bulk
Posted February 04, 2019
Navigate to Admissions > Inquiry/Applicants. You need the Admissions Full or Admissions Read role to access this page. Select the desired set of inquiries and use the multi-action “Actions”. You need the Actions Full role to perform this multi-action.
Specify the desired Action, Academic Year, Scheduled Date if applicable, Completed Date, and Comment. Click the “Create New” button to generate the actions.
Note: Actions with a Method of “Email” will not schedule emails to be sent. Instead, of using the “Actions” multi-action, use the “Email” multi-action. When creating the email, you have the opportunity to choose an Action which will be applied to the selected inquiries.
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