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Searching & Filtering

Filters

RFI lists can be filtered by:

  • Status.
  • Assigned person or company.
  • Date range — created, due, or last activity.
  • Tags or categories.
  • Priority.
  • Drawing or specification reference.

The search bar at the top of the application searches across RFI numbers, subjects, message content, and attached file names. Results are grouped by type so you can quickly distinguish between an RFI subject that matches and a message body that mentions the same term.

Saved Filters

Once you have configured a filter combination you find yourself using regularly, save it for one-click access. Saved filters are personal to your account and appear in the sidebar of the RFI list. They are particularly useful for views like “My open items by company” or “Overdue items in the next two weeks”.

Search Tips

  • Use specific terms — RFI numbers, drawing references, or distinctive nouns return cleaner results than generic words.
  • Combine search with filters — search for a keyword, then narrow by status or assignee.
  • Save what you repeat — if you build the same filter twice, save it the second time.
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