How to save an Enquiry

If you run an Enquiry on a regular basis, it may be useful to save it for future reference.

Saved Enquiries automatically update to display the latest sales data – this is especially useful when you have an Enquiry with more complex parameters, such as multiple filters (i.e. 5 different products).

Your saved enquiries can be accessed and loaded from your Home page, saving you valuable time.

Desktop

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Step 1: Generate results

Generate the results list you wish to save.

Please Note: If you are using a custom date range, ensure you roll the date ranges accordingly.

How to save an Enquiry

Step 2: Click Saved Enquiries

Click Saved Enquiries.

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Step 3: Name enquiry

Type in a name for this enquiry.

Please note: It is good to be as clear as possible when naming saved enquiries, to help you understand what the enquiry will show when you come back to it at a later date.

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Step 4: Click Save Filter

Click Save Filter.

This saved enquiry will now appear on your Home Page and will automatically update with the latest sales data.

Please note: A Power User will have the option to Save Filter Globally – this globally saved enquiry will then appear on the Home Page for all users.

How to save an Enquiry 4

Apple

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Step 1: Generate results

Create the enquiry that you’d like to save.

Please note: if you are using a custom date range that will be constantly changing, make sure you roll both date periods if you’d like your enquiry to automatically update.

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Step 2: Tap the Gear icon

Tap the Gear icon in the top right corner.

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Step 3: Tap Save Enquiry

Tap Save Enquiry in the menu that pops up.

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Step 4: Name your enquiry

Name your enquiry and tap Save.

This saved enquiry will appear in your saved enquiry list on the home page, and will automatically update with the latest sales data.

Please Note: A Power User will have the option to Save Global- This globally saved enquiry will then appear on the home page for all users.

Finally, a message will now appear. Tap OK.

Saved_Enquiry_iOS_3-01

Android

Download a PDF version

Step 1: Generate results

Create the enquiry that you’d like to save.

Please note: if you are using a custom date range that will be constantly changing, make sure you roll both date periods if you’d like your enquiry to automatically update.

How to save an Enquiry - Android 1

Step 2: Tap Save icon

Tap the Save icon in the top right hand corner.

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Step 3: Name Enquiry

Name your enquiry.

Please note: It is good to be as clear as possible when naming saved enquiries, to help you understand what the enquiry will show when you come back to it at a later date.

How to save an Enquiry - Android 3-01

Step 4: Tap Save

Tap Save.

This saved enquiry will appear in your saved enquiry list on the home page, and will automatically update with the latest sales data.

Please Note: A Power User will have the option to Save Global- This globally saved enquiry will then appear on the home page for all users.

Finally, a message will now appear. Tap OK.

How to save an Enquiry - Android 4-01

Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.