Jenzabar Campus Portal Features Help Hub

Make an Inquiry Setup

You must have one or more Groups in Tasklist to which you will assign users who can receive notifications and process responses from the Make An Inquiry feature.

  1. Open the Internet Submissions window.

  2. Locate and highlight the Submission Type of Admissions Inquiry - New.

  3. Click the Assign Processing and Notification Rights button at the bottom of the window, which opens the Assign Processing and Notification Rights window.

    1. For those Groups you want to be allowed to process submissions from the Make An Inquiry feature, select the Can Process checkbox. If this checkbox is not selected, the Group cannot process responses from the feature.

    2. For those Groups you want to receive notification of submissions from the Make An Inquiry feature, select the Must Notify checkbox. If this checkbox is selected, all users assigned to that Group with an email address defined in the Name Master table in J1 Desktop will receive an email message with the responses listed each time a submission is sent from the Make An Inquiry feature. If the checkbox is not selected, the Group will not receive email messages containing responses from the feature.

  4. Save.

Configuration settings in Campus Portal can be done by roles with permission to access and administer global and portlet settings.


If you are an administrator and need help setting up and configuring this feature, see the detailed setup sections below.

  1. Log in as the Campus Portal administrator.

  2. From the Make an Inquiry feature, click Admin this portlet.The Admin page appears.

  3. Click Edit the main screen content.The Edit the portlet introduction page appears.

  4. Edit the Link Label if necessary.


    This is the link the candidate will see upon entering the feature. Clicking the link takes the candidate into the selected inquiry form.

  5.  To add an image to the feature:

    1. Click the Choose File button and locate and select the image.The file name appears in the Image File field.

    2. From the Image Placement options, choose where the image will appear on the feature.

  6. To add text that will appear in the feature, enter it in the Text field. You can use the editing tools at the top of the text box to customize the appearance of the text.

  7. Click Save.

The Admin page appears where you can do the following:

  • Click the Activate a Form link to choose an inquiry form as the current inquiry form for the feature instance. Select the appropriate form and click the Choose Form button.

  • Click the Manage all inquiry forms link to view a global list of all the inquiries in your system.


    Deleting an inquiry here will delete it permanently from ALL features (not just this one). Therefore, an inquiry that is in use in any feature cannot be deleted here. To delete such an inquiry, first deactivate it anywhere it is currently active. Once it is not displayed in any features anywhere in the portal, you will have the option to delete it. Keep in mind you may want to save your inquiries even after they are not being used so you can import their settings, sections, and questions into new inquiries in the future.

  • Click the Add a new form link to create a new form. Once a form has been activated, you can do the following:

    • Click the Deactivate this form link if you wish to remove the currently selected inquiry form from use with this feature instance.

    • Click the Activate a different inquiry form link if you would like to deactivate the current form and select a different existing form.

  1. Log in to the Campus Portal as an administrator and navigate to the appropriate feature page.

  2. From the Admin Toolbar Admin Toolbar Icon, click Access. The Access page appears. Campus Portal roles that have access to that page are indicated by a green visible Visible Icon symbol while roles that do not have access are indicated by the red hidden Hidden Icon symbol.

  3. Click on the Campus Portal role you are setting up permissions for. If the role has not already been granted access to the page, click the button to toggle it to Visible Visible Toggle Icon.  Additional permissions appear.

  4. To grant administrative privileges to a Campus Portal role, click the button for the Allow this role to manage this page permission to move the toggle to "Yes".  Administrative permissions will allow the users in the role to add or remove features and set page and feature level permissions.

  5. From the in New Account Messaging use the toggle buttons to set permissions.

    • To give this user role access to a global operation on the page, click on the  No button next to the global operation. The button toggles to Yes to indicate that the role now has that permission.

    • To remove this user role's access to a global operation on the page, click on the Yes button next to the global operation. The button toggles to No to indicate that the role no longer has that permission. Repeat for each permission option attached to the role.

  6. Changes are saved automatically.

When the user clicks the Save and Finish Later button for a form (application form, inquiry form, etc.), the data is submitted to J1 Desktop only if the "SendIncompleteForms" option is set to On in the Campus Portal.The Save and Finish Later option is not available for all submission types. If it is available, users will see a setting that allows them to turn the Save and Finish Later button on or off in the Basic Form Settings page.To set the Send Incomplete Forms configuration options:

  1. Log into the Campus Portal as an administrator.

  2. Click the Site Manager link to open Site Manager. 

  3. Click the ERP settings link on the side menu.

  4. Click the On/Off toggle under Send incomplete forms to control the setting. 

    • If the toggle is moved to On, data will be transferred to the ERP when the user clicks the Save and Finish Later button.

    • If the toggle is moved to Off, data will not be transferred to the ERP until the user clicks the Submit button when the form is completed.

  5. Click Save.

  6. Click Exit.