Inquiry badges can be found on the “Inquiries” page, displayed over the Inquiries Table.
Badges are specific filters with set parameters used in the RemOnline system to manage different items, quickly filtering them by the most common criteria.
There are 6 types of badges you can assign to Inquiries: “Urgent”, “New”, “My inquiries”, “Overdue statuses”, “Overdue inquiries”, “Pending”.
Note: Badges are designed as unchangeable elements of the RemOnline system. You can not modify them or add extra items. Need more advanced filtering? Check out how to create custom filters to fit your needs at their best.
When you see no badges displayed for Inquiries, then none of your items is matching their criteria.
The “Urgent” badge is displayed for every inquiry marked with the corresponding “Urgent” checkbox. Hit the badge icon to see only urgent Inquiries that need your attention.
Note: The “Urgent” checkbox will be automatically removed for all Inquiries once they receive the “Won” status. Given that the potential client is already converted into the actual order / service deal, there is no need to keep such requests in the “Urgent” category.
The “New” badge is intended for all Inquiries bearing the “New” status. Select this badge to see only new Inquiries displayed on the page.
The “My inquiries” badge shows which Inquiries you’re assigned to as a manager in charge.
Note: This category does not include the items marked with the “Won” status. Click on this badge to review only those Inquiries you’re responsible for.
The “Overdue statuses” badge covers the inquiries having an overdue status time limit. Select the “Overdue statuses” badge to see the inquiries found in this category.
Note: The status time limit for inquiries does not correlate with the work hours of locations.
The “Overdue inquiries” badge shows the number of inquiries overdue by deadline. Click on the badge for a quick dashboard view of all related items.
Note: The time limit for inquiries does not correlate with the work hours of locations.
The “Pending” badge shows the inquiries found in the “Pending” statuses. Upon selection, this badge will show only items of this type.
There are no pending statuses available in RemOnline by default. To create the new ones, please go to the “Settings > Statuses > Inquiries” page.
