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Posted February 04, 2019
Recording Inquiry Action
There are multiple ways to record inquiry actions. 
    - Recording Inquiry Action - Individual

    - Recording Inquiry Action - Bulk

    - Recording Inquiry Action - by Evaluator

    - Importing Inquiry Action

Note: Many types of inquiry actions may be recorded indirectly.  For instance, when a parent inquires on the CMS Parent Portal, an initial action is assigned to the inquiry when they press the submit button.  When the parent submits the Application Online, another action is applied when they press the submit button.  Actions may also be scheduled or applied automatically based on the Admissions Checklist an inquiry is associated with.
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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