Related Articles
Marking an enquiry as lost
Through the pipeline Go to eyenquiries > Pipeline. Drag and drop an enquiry onto the Mark Enquiry as Lost box in the bottom left of the screen. In the pop-up window, choose a reason why the enquiry was lost from the Lost Reason field, and type a ...
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. ...
Customising your registration form
eyenquiries allows you to customise your registration form to fit your setting’s needs. In the top right, click on > System Settings. On the left-hand side, click on the eyenquiries tab. Click Registration/Child Profile Form Setup. Go through Child ...
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. ...
Customising gender identity in eyenquiries
You can customise what options appear in the Gender Identity field of the enquiry profile through settings. In the top right, click on > Global Settings. Click on eyenquiries in the sidebar. Go to Child Profiles > Gender Identity. Click on the icon ...