Browse the enquiry bank#

The Enquiry Bank is the master list of every enquiry your firm has raised. From here you find an enquiry, see its status, and open it to take action.

Open the bank#

1. Open Sales in the sidebar.
2. Click View. The page heading reads Enquiry Bank.

Find an enquiry#

The filter row at the top has four reference pickers and a status select. Each picker is its own search box and only matches that one field.

• The Customer picker filters to a specific customer.
• The Contact Person picker filters to a specific contact person.
• The Product Head picker filters to enquiries containing that product head.
• The Product Code picker filters to enquiries containing that product code.
• The Status select narrows the list to one of the predefined enquiry states.

The list is paginated; use the controls at the bottom to move between pages.

Options menu#

The button at the top right opens a menu with extra controls.

• Toggle Columns — Show, hide or reorder table columns. Drag the grip handle next to a column name to change its order; the choice is remembered per device.
• Tooltip Visibility — Enable or disable hover previews for customer, contact person, product, and price columns.
• Default Status — Default Status applied when page opens.
• Show queued only — narrows the list to enquiries waiting to be sent.
• Customer Follow-up — opens the follow-up screen.
• Advanced Search — Filter enquiries with advanced rules.
• Search Quotation Number — Find an enquiry/order by its offer number, any format. See Generate a quotation.
• Manage Folders — Organize enquiries into folders.

Acting on a row#

The Actions column has a View link that opens the enquiry's detail screen. When you have Show queued only on, queued rows also expose a Send Mail shortcut that opens the quotation send modal directly.

For everything else — Edit, Copy Enquiry, Delete, attachments, notes, and so on — open the enquiry first and use its actions menu. See View an enquiry.

Common questions#

Why does an enquiry I raised not appear in my list?#

Either an active filter is excluding it, your administrator restricts which enquiries you can see, or it sits on a later page. Clear all filters and check page two.

Can I bulk-act on several enquiries?#

Bulk actions are available on the Customer Follow-Up screen for sending follow-up emails. The bank itself works one enquiry at a time.