Inquiries Module Introduction

To access the Inquiries Module, select Inquiries from the menu on the left side of the screen.

The image above highlights the key elements required to work within the Inquiries Module. A description of each feature is provided below.

• Inquiries Module: Allows user to access inquiries module.
• Free Text Search: Allows users to search the inquiries list using free-text keywords.
• Filter Panel: By clicking the Filters panel, users can access all available filters to refine and adjust the list of inquiries.
• Sorting: Allows users to sort the inquiries list by Creation Date or Due Date.
• Export Builder: Allows users to export the list of inquiries to an Excel file (.csv format) containing the data required for a specific project.
• New Inquiry Button: Allows users to create a new inquiry manually.
• Inquiries List: 
  • Case ID – The unique identifier assigned to the created inquiry.
  • Creator – The user who originally created the inquiry
  • Assignee – The user currently assigned to the inquiry
  • Source – Origin of the inquiry (e.g., Email, Phone, Website)
  • Date – The date the inquiry was created.
  • Last Updated – The date the inquiry was last updated.
  • Completed In – Time required from creation to completion (hours and days)

Users can open any inquiry by clicking directly on the corresponding entry in the list.

• Table Pages Navigation: Allows users to navigate through multiple pages of the inquiries table.

• Inquiries Per Page: Allows users to select how many inquiries are displayed per page.
• Table Refresh Settings: Allows users to configure automatic table refresh intervals.
• Refresh Table: Allows users to manually refresh the table to view the most up-to-date data.