Searching for Enquiries

Using the Enquiries module’s search tools, it is easier than ever to keep track on your conversations with stakeholders. This article explains how to use the search tools, including how to customise them to your liking.

Searching for a stakeholder

To search for an Enquiry, make your way to the Enquiries module from the top navigation bar.

Click the Search button to run a search. If you leave all the search fields blank, the results will display every single Enquiry in your Tractivity system (or in the current Project, for systems with multiple Projects).

To refine your search, you can use the search fields. For example, you can enter “Complaint” into the “Title” field. Click Search, and the results will display any Activity with the word “Complaint” in the Activity Title.

Search Settings

The fields available to use as search filters are completely customisable. To change the fields available to use, click the Settings button to open the Search Settings menu. This menu will list all available search fields on the left-hand side, and your selected search fields on the right-hand side. To add a field to your selected search fields, drag the field over from the left-hand side onto the right-hand side with your mouse cursor.

Similarly, if you want to remove a field from your selected search fields, just drag it over from the right to the left.

The fields that can be used for your search are based on the information stored for the following records: Contacts, Buildings, Events, Land Parcels, Stakeholder Mappings and Surveys. To change the fields available to add to your selection, use the Record Type drop-down menu, found at the top of the Search Settings menu.

Once you’re happy with your selected search fields, just click Confirm Selection.

Editing Search Results

As well as the Enquiry’s Title, the results can display up to 3 additional details for each Enquiry. By default, this will show the Enquiry reference number, the Title, the associated Contact, the Enquiry Status and the Enquiry’s Created Date. You can edit the details displayed in your results by clicking the cog icon above each column to display the Column Settings menu.

In the Column Settings menu, you can decide which details are displayed for Enquiries. Just drag the detail you want to display from the left-hand menu to the right-hand menu. Then click Save.

If you click Export Results, a CSV file containing the search results will be downloaded. This file will only include information you have selected in the Column Settings menu, so please bear this in mind before clicking Export if you need some specific information about your Enquiries.