Custom fields allow you to capture additional information for inquiries based on your specific needs. You can either create new custom fields or map existing student fields to inquiries.
For example:
Preferred start date
Sibling information
Special requirements
Government ID
Reference name
📍 Where to Access
Go to: Inquiries → Setup → Fields
🔹 Default Fields
You will see some pre-existing fields available by default for inquiries. These cover standard information required during inquiry creation.
➕ Adding a Custom Field
You can create a new field to collect additional information.
Steps:
Click on Add Field
Choose the field type (e.g., text, number, dropdown, etc.)
Enter a field name
Set whether the field is:
Mandatory or
Optional
Click Save
Click Save again to finalize changes
🔗 Adding Student Fields to Inquiries
You can also bring existing student profile fields into the inquiry stage.
Steps:
Click on Add Field
Select Add Student Field
Choose the required field from the student profile
Example: Social Security Number, Nationality
(Optional) Rename the field as needed
Click Save
🔄 How Field Mapping Works
The selected student field gets mapped to the inquiry form
Data entered during inquiry will align with the student profile field
This ensures smooth data flow after conversion
👀 Where These Fields Appear
Once added:
These fields will appear while manually creating an inquiry
Scroll down in the inquiry form to view them
Both:
Custom fields
Mapped student fields
will be visible
💡 Examples
Custom Field: Nationality (created manually)
Student Field: Social Security Number (mapped from student profile)
Both will appear in the inquiry form and capture relevant data.
✅ Best Practices
Use custom fields for inquiry-specific data i.e the information is only needed during the admission process.
Use student fields when the data should carry forward to student profiles
Keep fields relevant to avoid clutter
📌 Summary
Go to Inquiries → Setup → Fields
Add new custom fields as needed
Map existing student fields for consistency
Fields will appear during enquiry creation
Ensure to save changes properly
Custom fields allow you to customize the inquiry process according to your center’s requirements and ensure you collect all necessary information from parents.