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301-947-7380
sales@pcreducator.com
School Information Management System & Website Software
FAQ
School CRM
Recording Inquiry Action - Bulk
Recording Inquiry Action - Bulk
Navigate to Admissions > Inquiry/Applicants. You need the Admissions Full or Admissions Read role to access this page. Select the desired set of inquiries and use the multi-action “
Action
s”. You need the
Action
s Full role to perform this multi-action.
Specify the desired
Action
,
Academic Year
,
Scheduled Date
if applicable,
Completed Date
, and
Comment
. Click the “Create New” button to generate the actions.
Note
:
Action
s with a
Method
of “Email” will not schedule emails to be sent. Instead, of using the “
Action
s” multi-action, use the “Email” multi-action. When creating the email, you have the opportunity to choose an
Action
which will be applied to the selected inquiries.
See also
Action
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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301-947-7380
sales@pcreducator.com
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Administration - Database Manager
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