How to Filter Inquiries
Filtering Inquiries
To filter inquiries, click the Filters button on the Inquiries module page. This will expand a panel displaying all available filtering options, allowing you to quickly narrow down and organize inquiries based on specific criteria.
Available Filters
The Inquiries module provides the following filtering options:
- Product: Filter inquiries related to a specific product
- Assignee: View inquiries assigned to a particular team member
- Requestor Type: Distinguish between different types of requestors
- Country: Filter inquiries based on the requestor’s location or country of origin
- Date: Narrow results by a selected date range (e.g., created date or last updated)
- Status: View inquiries by their current status
- Source: Identify where the inquiry originated (e.g., email, phone)
- Priority: Filter by urgency level (e.g., low, medium, high) to focus on critical inquiries
- Request Types: Categorize inquiries by their type
- Has Active Follow-Ups: Display only inquiries with pending or ongoing follow-up actions
These filters help you quickly locate and manage inquiries based on your workflow needs.