To record an Enquiry
Go to Main Menu select Front Desk, then click on Add Enquiry
The Form will open up in a separate tab
First name is the mandatory field, enter in their contact and address details.
Enter demographic, emergency contacts, health care card information, support needs, VET enrolment information, age and citizenship information and consents.
On the right hand side under submission type select 1. Collect client info or 2. Enquiry.
In Submission source select the method in which the person contacted the Centre
In Submission date / time it will show the time when the form was opened, type over to change
In the Enquiry Type show the main reasons why the person asked for help
In the Enquiry Details enter a description of what the person needs or has requested
Then select Submit the Enquiry
The Enquiry client tile will appear in the Enquiries list Main Menu > Clients > Enquiries.
In the client tile you can see the labels ie Enquiry and Food Relief and the date when you need to follow up
In the tile you can read the enquiry details, the staff member that handled the enquiry, any further comments.
Please note when you add an Enquiry for a person, a client profile wont be added to the Client List.
To do this select Edit and scroll down, Tick Create a client profile and then add some Comments. Remember to add a email or phone number to the Enquiry as that’s needed to create a profile.
You will see a profile icon has been added, if you ever want to archive an enquiry select Actions > Archive.