Enquiry folders
Folders let you group enquiries by project, client, or any label your team agrees on. Once created, a folder acts as a filter in the Enquiry Bank and as a default when creating new enquiries.
Before you start
- You need permission to manage folders. If the menu entry is missing, ask your administrator.
Create a folder
- Open the Enquiry Bank options menu at the top right.
- Choose Manage Folders.
- In the Manage Folders modal, type a folder name in the input field and press Add.
- The folder appears in the list. You can create as many folders as you need.
Rename or delete a folder
In the same Manage Folders modal:
- Click the edit icon next to a folder name, change the text, and confirm.
- Click the delete icon to remove a folder. Enquiries inside a deleted folder are not removed — they simply become unassigned.
Assign an enquiry to a folder
- When adding: The Folder dropdown appears in the header section of the Add Enquiry form. Pick a folder before saving.
- When editing: Open the enquiry, choose Edit from the actions menu, and change the Folder field.
If your firm has no folders configured, the Folder field does not appear on the form.
Filter the bank by folder
Use the Advanced Search in the Enquiry Bank options menu. The advanced filter modal includes a Folder picker that narrows results to a single folder. See Advanced search for full details.
Common questions
Can one enquiry belong to multiple folders?
No. Each enquiry can sit in one folder at a time, or none.
What happens to enquiries when I delete a folder?
They stay in the system. Only the folder label is removed — the enquiries themselves are untouched and will appear in the bank without a folder.
Who can see folders?
Folders are firm-wide. Every user who can view the enquiry bank sees the same set of folders and can filter by them.