Use the Inquiry Dashboard
The Inquiry dashboard makes it easy to find and access your Inquiries. Select the indicated areas of the image below to learn more about the sort and filter options that you have in Client360.
Filter by Assignment tabs
At the top of the Inquiry dashboard are tabs that allow you to filter Inquiries based on whether you submitted them.
Not all users have access to the All Inquiries tab.
Filter by recent activity tabs
Within each Assignment tab are several tabs that show the recent activity on your Inquiries. Use these tabs to get a high-level status update on your Inquiries and quickly find Inquiries that need your attention.
Tab definitions
| Tab Name | Definition |
|---|---|
| Pending Action |
We need more information from you. Review the Inquiry's Comments to discover the action steps you need to take. Inquiries that appear in this tab also appear in the Open tab. |
| Pending Close |
We have resolved your Inquiry. You have seven days to respond to the resolution before the system automatically closes it. |
| Open | We are working on your Inquiry. You'll receive notifications as we work through the resolution process. |
| Updated |
There have been actions taken on this Inquiry. Review the Inquiry's Timeline to find out what changed. Inquiries that appear in this tab also appear in the Open tab. The system marks them with a small red icon in the upper right-hand corner. |
| Recently Closed |
Your Inquiry was closed up to 90 days ago. Close Inquiries cannot be reopened. If you need additonal help regarding Inquiries in this tab, you must create a new Inquiry. |
| Total | All Inquiries for your organization. This is where you can find closed Inquiries from more than 90 days ago. |
An Inquiry's status is not the same as the recent activity tab it is sorted under.
Search for an Inquiry
Use the Inquiry search bar to filter your dashboard based on the assigned to person, contact person, product, Inquiry number, or short description.
Sort Inquiries
You can sort your Inquiry dashboard based on several criteria, including Inquiry number, created date, product, state, and updated date.