Find Enquiries

The Enquiries Manager has three tools that you can use for searching:

•	The Search Panel.

•	The Display drop-down menu.

•

The Grid.

Using the Display Drop-Down Menu:

The Display drop-down menu is an easy way to quickly find:

•	All enquiries (All).

•	Enquiries that were found by your last search (Search Results).

•	All enquiries for which a first response has not been sent (Never Sent Only).

Using the Grid:

The enquiries grid has most of the tools available in the Properties Grid View, it has advanced filter, grouping and sorting features.

Filtering

Filtering is another word for searching a database.

To filter on a field, use the arrow to the right of the column heading to open a list of values used in all current enquiries.

Examples of use:

•	If you want to show all enquiries for a particular date, click the arrow to the right of enquiry date, and select the date you want from the list that appears. (If the date you are looking for is not in the list, there are no current enquiries for that date).

•	Use the Custom option to build a complex query.

Grouping

To group enquiries by a specific column, drag the column header to the group bar at the top of the grid. (E.g. If you drag the Deletion Date heading to the top of the grid, all enquiries will be grouped by the date on which they are due for deletion).

Sorting

You can sort enquiries by any column by double-clicking that column header.

To sort in reverse order (Z-A) double-click a second time.

Note: The grids can be customized so that only the columns you want are visible.

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