The Inquiry Details page is where you can create, view, and edit details of an Inquiry.
The Inquiry Details page is accessed from clicking the “Existing Member Inquiry”,“Potential Member Inquiry” button on the “Client Search” screen or by clicking the new button in the upper right hand corner of the Clients Inquiry List page.
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Create a new Inquiry
View and Edit the Details of a previously entered Inquiry
Upon reaching this page, proceed with the filling in the following in the fields on the page.
After clicking on an existing records Date/Time hyperlink from the List page the desired record will appear and fields will be editable.
Remember to Save.
To save click the save button located in the tool bar on the top right of the screen to save any modifications made.