Inquiries Module Introduction

Accessing the Inquiries Module

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

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

Inquiries Module Overview

• Inquiries Module:

  Provides access to the full list of inquiries

• Free Text Search:

  Allows you to search the inquiries list using keywords

• Filter Panel:

  Click Filters to access available filtering options and refine the inquiries list

• Sorting:

  Enables sorting of inquiries by Creation Date or Due Date

• Export Builder:

  Allows you to export inquiry data to a .csv (Excel-compatible) file for a specific project

• New Inquiry Button:

  Allows you to manually create a new inquiry

Inquiries List

The inquiries table includes the following columns:

• Case ID: Unique identifier assigned to each inquiry
• Creator: User who created the inquiry
• Assignee: User currently assigned to the inquiry
• Source: Origin of the inquiry (e.g., Email, Phone, Website)
• Date: Date the inquiry was created
• Last Updated: Most recent update to the inquiry
• Completed In: Time taken from creation to completion (hours and days)

Table Controls

• Table Pages Navigation:

  Navigate through multiple pages of inquiries

• Inquiries Per Page:

  Select how many inquiries are displayed per page

• Table Refresh Settings:

  Configure automatic refresh intervals

• Refresh Table:

  Manually refresh the table to display the latest data

Additional Functionality

• Resizable Columns:

  Each column in the inquiries table can be resized by dragging the border of the column header

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