Customising fields in the enquiry profile

Customising fields in the enquiry profile

Some fields in the enquiry profile contain selectable options that can be customised by the user. These are mostly for internal reference, but some fields can be filtered in the pipeline. 

These fields are: Source, Contact, Reason, and Special Offers.
  1. In the top right, click on  > Global settings.
  2. Click on eyenquiries in the sidebar.
  3. Under Enquiries & Registration, the corresponding tabs for Source, Contact, Reason, and Special Offers will let you add and edit items for their fields in the profile (Lost Reason only has functionality when marking an enquiry as lost (find out more). 
  4. Clicking on one of these tabs will let you see the list of items that will appear as a selectable option for that field. There will be some items by default, but these can all be edited or made inactive.
Creating a new item
  1. Click on the  button in the top right.
  2. Type in the item’s name.
  3. Click Update.
  4. Clicking Reset will return the item to what it was before (in this case, blank) as long as you haven’t already updated it.
Making an item inactive
You can make the items in Source, Contact, and Special Offers inactive, meaning they will not appear as selectable options. Click the  next to an item to make it inactive, click it again to make it active.

Deleting items
​You can delete items in the Reason tab by clicking on the  icon.

Editing an item
  1. Click on the  icon to edit an item. 
  2. Delete the current Name and type in a new one.
  3. Click Update. 
  4. Clicking Reset will return the item to its former name, as long as you haven’t already updated it.
​
Making a field required
You can change the settings for a particular field, to make it required to fill out when creating a new enquiry. 
  1. Click on the  icon in the top right.
  2. This will bring up a pop-up where you can check the box to make the field mandatory. 
  3. Click Save.
Making a field required is only relevant when adding a new enquiry manually. These fields do not appear on the enquiry form filled out by parents.

    • Related Articles

    • Updating an enquiry's profile

      An enquiry profile is where information about an enquiry is stored on the system. Some of the fields are automatically filled in when an enquiry is created, using information from the enquiry form. Fields can also be filled in or edited after an ...

    • Customising your enquiry form

      At some point, you’ll probably want to customise eyenquiries’ default enquiry form to suit your specific needs. In the top right, click on > System Settings for the branch-level enquiry form, or > Global Settings for the company-level enquiry form. ...

    • Transferring an enquiry to another branch

      If you feel an enquiry is better suited for a different nursery branch, you can transfer them. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on the icon next to the child’s name. Select a nursery ...

    • Adding an enquiry

      When a parent fills out an enquiry form, they will receive a confirmation email through workflow automation, and the enquiry will automatically appear on your eyenquiries pipeline. To view this enquiry: In the sidebar, go to eyenquiries > Pipeline. ...

    • Checking an enquiry's UTM Parameters

      UTM parameters are pieces of code that you can add to the enquiry API to track how parents found the enquiry form. You can check these on the enquiry profile. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. ...