When processing inquiry, and assigning a checklist: if a step-type of Inquiry is included on that checklist, then mark it as Completed

It seems that the 'Inquiry' checklist step-type does not have an automation that would allow it to be marked as 'completed' by the system when you process an inquiry. It is understandable that the checklist is only just-then being assigned, but it still seems like this should be accounted for.

  • Joe St.Clair
  • Jun 15 2021
  • Already exists
Blackbaud Enrollment Management / Checklist
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  • Sarah Bienvenue commented
    June 15, 2021 19:34

    Hi Joe, that is expected behavior, if it's not happening, can you please enter a bug with support? I'm going to mark this as exists because it should be existing functionality.

    Thank you,

    Sarah

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