In RemOnline, a brand-new Board View is now the default mode for Inquiries—transforming the way you track and process every customer request. Say hello to an intuitive Kanban-style pipeline that lets you see the status of your inquiries at a glance.
What are the Benefits of the Board View
Instant overview
All inquiries are categorized by status groups (e.g. New, In Progress, Pending, Closed, Dropped Off), so you can immediately spot bottlenecks and aging requests.Drag-and-drop workflow
Update any inquiry’s status by dragging its card between columns—no extra clicks or pop-ups required.Quick filtering and search
Filter cards by date range, assigned manager, status, type, or location. Use the board’s search bar to find specific inquiries without switching views.
Prefer tables? Click the view toggle in the header to switch modes. RemOnline will remember your last choice, even if you navigate to another module and return to Inquiries.
Tips for Getting the Most from Board View
Customize columns
Use the Settings button in the board toolbar to choose which status groups appear as columns.
Easily view details
Click an inquiry number—or double-click its card—to open full details (contact info, notes, attachments, history) without leaving the board.See valid statuses as you drag
When dragging a card, valid target statuses for each group are highlighted. Drop it into the area that matches the desired status.
With Board View, managing your Inquiry pipeline becomes visual, interactive, and lightning-fast. It allows you to experience a more agile way to convert inquiries into orders and sales. Also, we are going to bring the Board View experience to the Tasks, so you’ll get the same visual, interactive workflow across more modules.
Additionally, we’re planning the next phases of development for the Inquiries module:
Inquiries will be available in the mobile app
Ability to convert inquiries into estimates
More detail in each inquiry—asset information and other fields—with seamless data transfer when converting an inquiry into an estimate or order (ticket, job)
Enhanced communication tools
Let us know what you think—and as always, your feedback powers our next innovations. If you have any questions, suggestions, or comments, contact us via Support chat.