Call sources

What it is

The ways callers first reach the school, such as a website or a referral.

Why it matters

Shows where enquiries come from so the school can plan its outreach.

When to use it

Office staff keep this list tidy so every call gets a clear source.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Front Office to open it.
3. Click Call sources.

What you see

Call sources · click the picture to enlarge

• The list has these columns: Name, Code, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• New call source — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New call source button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (2 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Call sources · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	The name staff will pick, such as Website or Walk-in.
Code *	text	Capital letters, numbers and underscores only, such as WEBSITE.
Sort order	number	A number for the list order. Lower numbers appear first.
Active	tick box	Turn on to show this choice in the list. Turn off to hide it.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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