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Platform
Student Information (SIS)
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Intelligence
AI - Human in the Loop
Portals
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Posted July 28, 2026
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.
Action
s may also be scheduled or applied automatically based on the
Admissions Checklist
an inquiry is associated with.
Note
: For actions linked to an admissions event, the action edit popup includes an
Alternate ID
field.
Staff
typically enter this identifier when the applicant checks in for the event. The value is shown on the
Evaluation
s screen and on the “Score
Evaluation
s” grid (see
Scoring Evaluations - Bulk
), and it is replaced when the applicant receives a new identifier at a later event.
See also
Recording Inquiry Action - by Evaluator
Recording Inquiry Action - Individual
Recording Inquiry Action - Bulk
Scoring Evaluations - Bulk
Admissions Checklist
Admissions Event
Evaluation
Action
Staff
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
Company
About
Careers
Press
Contact