What is covered in this article?
- Org User Access
- Unfinalising/Unfinalizing Forms
- Download a PDF
- Sending Email
- Version 2.3 New Features Video
Release Version: 2.3
Below is a summary of what's new in this latest release
Org User Access
If you have access to Enquiry Tracker and are a part of an org such as a diocese, a school district or charter management org and your respective schools are all using Enquiry Tracker, then, upon agreement with your respective schools, you can now:
- Access each respective school within your org using the same org login
- Have defined roles for your org users when accessing each school
Read this article to learn more
Form Updates
Unfinalising/Unfinalizing Forms
When forms are submitted using the Apply module, you have the opportunity to process the form through a variety of stages after it has been submitted. The final stage is to Finalise/Finalize, and once done it can no longer be edited, until now!
Just hover over the Form Status progress bar and click anywhere to allow you to edit the form again - it is that simple.
Read more about this new feature
Download a PDF
You can now download a PDF of a form in Apply. Just go to the details screen of the relevant form you wish to download and then click the DOWNLOAD button and choose DOWNLOAD FORM AS PDF.
Sending Email
You can choose from one of the available templates or send a custom email directly from Student details screen.
Updated Charts
We have updated the How Did You Hear About Us and Lead Source Charts to support the new chart features found in several other charts such as:
- New chart selector
- Copy Chart
- Hamburger menu to download data
- Chart drill down