Every email message, letter PDF and public web form contains a unique Student CRM document reference (doc ref). These doc refs allow the tracking and searching of communications and activities within the CRM.
The doc ref features a two part reference code.
Part one is the document type and ID that the doc ref is on. These are the document types:
TP = Touchpoint ID
GR = Grab activity ID
MS = Manual send (ID of the Student Log for the activity) - a single message sent direct from the Student Database
EN = a reply to an Enquiry (ID of the enquiry record)
Note: These Doc Refs have no recipient as anyone can browse to them
WP = Web page (public page link ID)
WFM = Webform ID. These include the version of the webform and the status of the form. For example "WFM13159.01.D" would be the 1st version of Form ID 13159, which is still in Draft. L is for Live.
EVW = Public Calendars
Part two is the student ID which the document was sent to. Only the WP document type doesn't feature part two in its reference code.
S = Student ID
Part one and part two are separated by a hyphen. An example would be: "DH: TP9259-S3638917"
To search for a doc ref, use the search function - accessed by pressing "F" in the CRM or by clicking "Find a Student" in the CRM menu bar - and type the full doc ref.
The results page of the search will show you:
The recipient of the document
The communication activity that created the document
The App that was used to create the document.
