Enquiry Source

Enquiry Source is nothing but source of communication which is used to make the enquiry.
Ex: Email, Phone or Office Visit etc.
Define enquiry sources such as "Call", "Email" etc. Categorize enquiry based on these sources to know which method is more useful.

To Add New Enquiry Source:

To Add New Enquiry Source 
                                          Figure 8


Click on ‘Add New’ tab to add enquiry source, refer figure:8, a screen will be displayed, refer figure:9, enter the data in respective form fields.

Form Fields Description:

Name & Description:

To Add New Enquiry Source 
                                          Figure 9


Enter a name for the enquiry source.
It is to give description to the enquiry source, in detail. If this field is left empty, in the data table view, description column will be empty, refer figure:11. This field is optional.


Name 
                                         Figure 10


After the required information is entered, click ‘Save’, “Enquiry Source added", green popup screen will be displayed on the bottom right hand side of the screen, refer figure:10.

Once the enquiry sources are saved, all the added enquiry source, information can be viewed at one place, at front–end, in data table list View, refer figure:11 – Data table View.

Data Table View Description:

Name & Description:

Name 
                                         Figure 11


Displays the name for enquiry Source.
It is to give description to the enquiry type, in detail. If this field is left empty, in the data table view, description column will be empty, refer figure:7. This field is optional.

Add New Enquiry Source Tab:

If you have already added enquiry source, from the middle of the screen, the “Add New tab”, will get shifted to the top-right hand side, of the page title bar – “Add New Enquiry Source”, and Data Table View is displayed with different columns of data.

Edit Enquiry Source:

To edit the existing enquiry source, click Edit Enquiry Source icon and a screen will be displayed to Edit enquiry type. Fill the required information, to do the changes to the form fields. Once done, click ‘update’, to save the changes. “Enquiry source updated”, green popup notification will be displayed on the bottom right hand side of the screen.

Delete Enquiry Source

To delete , the saved enquiry source, click delete Delete Enquiry Source icon and a pop up screen comes up, asking for your confirmationDelete Enquiry Sourceto proceed with the request, click, continue, to delete the data or click close to go back to the data table view. Data will get deleted from the database and it cannot be retrieved again.

You can use, Sort By List and more options - Print and Generate PDF, to view and print, the displayed data table, according to your requirements.