Search and Filter Requests

What this guide covers

This guide explains how to find requests quickly using the search bar, filters, and sorting options on the request list page.

Using the search bar

1. Navigate to /requests.
2. Click the search bar at the top.
3. Type any part of the request title, contact name, or description.
4. Results update in real time.

The search is case-insensitive and matches partial strings.

Screenshot: The request list with a search query entered and filtered results displayed.

Status filter tabs

Use the tabs at the top of the list:

• All -- every request.
• New -- unreviewed requests.
• In Review -- being evaluated.
• Converted -- turned into jobs or quotes.
• Closed -- resolved without conversion.

Additional filters

Click the Filters button to access:

• Priority -- filter by Urgent, High, Normal, or Low.
• Source -- filter by Email, Web Form, or Manual.
• Assigned To -- show requests assigned to a specific member.
• Date Range -- narrow results to a time period.
• Tags -- filter by assigned tags.

Multiple filters combine to narrow results further.

Sorting

Click any column header to sort:

• Title -- alphabetical.
• Contact -- by contact name.
• Priority -- by urgency level.
• Created -- by date received.

Click the same header to reverse the sort order.

Tip: Combine the New status tab with a sort by Created descending to see the most recent unreviewed requests at the top. This is the ideal view for daily triage.

Animation: Applying multiple filters and watching the request list narrow down to matching results.

Related articles

• Track Incoming Requests
• Manage Request Status
• Requests Keyboard Shortcuts