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Keep a record of family inquiries

When families inquire about their application to be a resource family, you record information about their inquiry. 

  1. Go to: Resource Families > Applicants Information Inquiry History.
  2. In the Select Family field, enter search criteria and click the magnifier button. Select the appropriate family.
  3. Navigate to the appropriate path.
  4. In the toolbar, click New Event and select a type of inquiry such as email, phone, or letter.
  5. In the Inquiry History dialog, enter any appropriate information. 
  6. In the Date/Time field, click the calendar to select a date.
  7. Click Save.

 

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