Search or Recall Enquiries

Modified on Wed, 12 Jun at 4:29 PM

You can search through all past Enquiries by clicking on the "Search Enquiries" action from your Enquiries screen.

Enquiries can be searched by:

- Created date range

- Enquiry Status; and/or

- Text (e.g. by full or partial Name, Email, Phone Number, or Notes).

Entering the desired search parameters and date range and then clicking "Search" will display any matching results.

In this example, "smith" was searched for the date range of 01/12/2023 to 12/06/2024.

The desired enquiry can then be re-opened by clicking on the magnifying glass and making adjustments / notes / changes as required.

Last updated 12 June 2024

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