When accessed using the "Modify" button, this screen enables you to update any previously entered data for the parent enquiry, update the status of the enquiry; and, if the status is set to "Waiting List", you are able to automatically enrol the child in a selected service by clicking the "Enrol Child" button.
NOTE: Children who are enrolled in a service using the "Enrol Child" button will be placed on the "Waiting List" in the selected service. You will need to "Switch" to that service and move the child from the "Waiting List" to "Current Enrolments" or "Children not started".
Send emails?
Change the selection in the drop-down box to No if you prefer to to send an email.
Archived
If you are modifying an existing Enquiry, you can set the enquiry to "Archive" status by selecting "Yes" in the Archived drop-down select list.
To restore the Enquiry back to being Current, select "No" and click Update
Status
The current status of the Enquiry can be updated by selecting from this drop-down list.
If you have used the "Add Enquiry" button to get to this screen, the "Status" will be set to "New" by default.
If you have used the "Modify" button to get to this screen, you will be able to update the status by selecting the appropriate option from the drop-down list.
Origin
Select one of the options from the drop-down list to specify where the Enquiry originated from. If the Enquiry originated from your website (linked to Infocare), the Origin will automatically be set to "Website".
Applied Date
If the Enquiry originated from your website (linked to Infocare), the date will automatically be populated; alternatively you can select either today's date, or one prior.
User's comments
Insert any comments you wish to make associated with this Enquiry into this field.
Location
This is used to specify where the person making the enquiry would potentially like their child enrolled at.
For an individual service, or for a small group of services the location options could be each service. For larger organisations, these options can be defined as areas, or regions.
Enquiries can be sent for processing directly to individual services or to specific services based on the area location selected, or to a single service for head office processing.
Locations are defined by our Infocare team, so please contact the Helpdesk if you require any changes to these options.
How did you hear about us?
Select the appropriate option from the drop-down list.
Options available in this drop-down list can be defined, modified and updated in the "Centre", "Centre Options", "Learned From" section of Infocare.
Questions or comments
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Parent/Caregiver First Name
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Parent/Caregiver Last Name
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Parent/Caregiver Phone
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Parent/Caregiver Mobile
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Parent/Caregiver Email
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Address
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information. As you begin typing, the system will suggest addresses from a list of valid New Zealand addresses. Click on the correct address suggested and the remainder of the address fields will be automatically populated.
Input address manually
Check this box if the address is not available in the “auto-complete” Address field.
Address Line 1
Only required to be entered if you have opted to input the address manually.
Address Line 2
Only required to be entered if you have opted to input the address manually.
City
Only required to be entered if you have opted to input the address manually.
Postal Code
Only required to be entered if you have opted to input the address manually.
Country
This is automatically populated as New Zealand.
Child's First Name
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Child's Last Name
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Child's Middle Name
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Child's Gender
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Child's Birth Date
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information.
Child's Starting Date
If the enquiry originated from your website, this will be populated for you. Alternatively, enter this information in known.
Desired days and times of care
If the enquiry originated from your website, this will be populated for you. Alternatively, select from the options provided.
Second child
If the enquiry originated from your website, this will be populated for you. Alternatively, go to this tab to enter in the information.
Third child
If the enquiry originated from your website, this will be populated for you. Alternatively, go to this tab to enter in the information.
Update
Click this button to save any changes made.
Set Reminder
For a reminder to be displayed on the "Notice Board" for a particular date, click "Set Reminder"
Cancel
To discard any changes made, click "Cancel"
Delete
To delete this Enquiry record, click "Delete".
Enrol Child
To enrol this child to be moved to the "Waiting List", click the "Enrol Child".
For further information or assistance call 0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz