Inquiries
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A Group Inquiry record is an indication of interest in a specific group.
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The Group Inquiries page can be found in the People Lists folder. Inquiries made to specific groups can also be found on the Inquiries tab of a Group record.
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Group Inquiry records can be created automatically when someone indicates interest in a group via Group Finder. You can also create them manually in the Platform on the Group Inquiries page or the Inquiries sub-page of a Group record.
Inquiry Record Fields
- Group
- Group the person expressed interest in.
- Contact
- Person who expressed interest.
- Inquiry Date
- Date the person expressed interest.
- First Name, Last Name, Phone, Email, Comments
- Information provided by the person if they expressed interest via Group Finder.
- Placed
- A way for staff to indicate whether the person was placed in the group they inquired about. Setting this to "Yes" does not automatically add the person as a participant in the group.Note: Professional Services has created a Ready Made Solution to automatically add placed Inquiries as Group Participants, so check it out if you're interested!
- From Group Finder
- Displays as "No"; this is for a future enhancement.
Manage Inquiries
Assigned to Default Contact
When Inquiry records are created via Group Finder, the Inquiry record might be assigned to Default Contact if the system couldn't make a confident match to an existing Contact Record. You should reassign these to real records. To do so, open the Inquiry record, click Edit, select the correct person in the Contact field, and click Save. If the person doesn't have a record in MinistryPlatform, create one using the Add/Edit Family Tool.
Leaders and Primary Contacts
A group's Leaders and Primary Contacts can manage Inquiries for their groups via My Groups or GroupLife. Note that the Primary Contact of the group's Parent Group does not have this ability. Inquiries created manually in the Platform cannot be managed in My Groups or GroupLife. A Group Inquiry does not show on My Groups if it is submitted by someone who is already an active Participant in the Group.
Placed
Staff who manage Inquiries in the Platform can use the Placed field to track placements. Remember, setting the Placed field to "Yes" does not automatically add the person to the group. They need to be added to the group manually unless you're using Professional Service's Ready Made Solution for automatic group placement.
Count Towards Total
Any current Group Participant or open Group Inquiry records will count towards the total in the group and close the group (via a routine) if a target size is reached.