Add Enquiry

This guide will show you step by step how to Add a new Enquiry in the TCC module. We have even made it easier by including short videos to help.

Explanation of Sections:

Referral Source: Details of referral and referrals organisation.
General information: Enquiry general information.
Enquire details: Details for the enquiry.
Reasons for call: Details regarding he reason for call.
Enquire custom section: Custom enquiry details.
Outcome: The outcome of this enquiry.

How to Add an Enquiry

  1. Locate the Add Enquiry option in the sub menu.
Example Add Enquiry

The following fields are mandatory on this page.
* Contact Method is required
* Caller Source is required
* Caller Postcode is required
* One or more Reasons for Call is required

General Information

  1. Enter a Contact Name.
  2. Select a Date from the date picker.
  3. Enter a Contact Method from the drop-down list.
  4. Select an Interaction Direction from the radio buttons.
  5. Select a Caller Type from the radio buttons.
  6. Select a Caller Gender from the drop-down list.
Example General Information

Enquiry Details

  1. Select a Caller Source from the drop-down list.
  2. Enter a Caller Postcode.
  3. Select a Caller Region from the drop-down list.
  4. Enter a Call Organisation in the text field or click on the blue search button.
  5. Enter a Return Contact Details.
  6. Enter a Mobile Number.
  7. Select a Caller Role from the drop-down list.
Example Enquire Details

Reasons for Call

  1. Select Reason(s) for Call – you can select reasons here.
  2. Enter a Call Issues in the text box.
  3. Enter Action Taken in the text box.
  4. Select a Complaint or Compliment from the drop-down list.
  5. Enter Reasons for the Call in the text box.
  6. Select a How did you hear about us from the drop-down list.
Example Reasons for Call

Enquiry Custom Section

  1. Select Health Conditions (caller with chronic health conditions only) from the drop-down list.
  2. Enter a Year of Birth (caller with chronic health conditions only) in text box.
  3. Select Indigenous Status (caller with chronic health conditions only) from drop down list.
Example Enquire Custom Section

Outcome

  1. Select a Follow-up Required from the drop-down list.
  2. Select a Status from the drop-down list.
  3. Select a Duration from the drop-down list.
  4. Select Assigned to from the drop-down list.
  5. Enter a Date Resolved in the text field.
Example Outcome
Updated on June 9, 2023

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