Advanced search

When the four filter pickers at the top of the Enquiry Bank are not enough, the Advanced Search modal lets you combine multiple criteria to find exactly what you need.

  1. Open the Enquiry Bank options menu at the top right.
  2. Choose Advanced Search (Filter enquiries with advanced rules).
  3. The advanced filter modal opens.

Available filters

The modal offers these fields — fill in as many or as few as you need:

  • Customer — match a specific customer.
  • Contact Person — match a specific contact person.
  • Product Head — match enquiries containing items from this category.
  • Product Code — match enquiries containing this specific product.
  • Make — match enquiries where the product has a specific manufacturer/brand.
  • Folder — narrow to a single folder.
  • Created By — match enquiries raised by a specific user.
  • Commission Person — match enquiries where a specific person has a revenue share entry.
  • Enquiry Date Range — from and to date pickers for the enquiry date.
  • Offer Date Range — from and to date pickers for when the quotation was sent.
  • PO Date Range — from and to date pickers for when the purchase order was received.

All filters are combined with AND logic — an enquiry must match every active filter to appear.

Apply and clear

  • Click Apply to close the modal and see the filtered results.
  • The active filter count appears as a badge next to the options button so you know filters are active.
  • To clear, reopen the modal and click Reset All, or remove individual filters and re-apply.

Search by quotation number

A separate shortcut also lives in the options menu: Search Quotation Number.

  1. Choose Search Quotation Number from the options menu.
  2. Type the offer number in any format — for example 2026-10234-R01, 10234r1, or 202610234R01.
  3. The system finds the matching enquiry or order and opens it directly.

This is the fastest way to jump to an enquiry when you only have the quotation reference.

Sorting

The Enquiry Bank table supports sorting by clicking column headers. Available sort fields include:

  • Enquiry date
  • Enquiry number
  • Offer number
  • Offer date
  • PO date
  • Creation date
  • Amount

Click a column header to sort ascending; click again to sort descending.

Common questions

Can I save a search as a preset?

Not currently. Clear the filters when you are done so they do not carry over to your next session.

Why do I see zero results after applying filters?

Check that your date ranges are correct and that you have not accidentally combined conflicting filters (for example, a customer who has no enquiries in the selected folder).

Does advanced search work together with the top-row pickers?

Yes. The top-row pickers and the advanced search modal filters combine. If you have a customer selected in the top row and a date range in advanced search, both apply together.

Last updated 2026-05-05