Basic Filters

1. Request Name
   
2. Status
   
3. Email
   
4. Contact
   
5. Company
   

Advanced Filters

1. Request Details: Request Name, Status, Priority, Request Owner, Estimate Required, Parent Work Order, Currency, Type.
   
2. Customer Information: Contact, Company, Email, Phone, Mobile.
   
3. Address Details:
   
1. Billing Address: Name, City, Country, State, Street 1, Street 2, Zip Code
   
2. Service Address: Name, City, Country, State, Street 1, Street 2, Zip Code
   
4. Date and Time Fields: Created Time, Modified Time, Completed Time, Closed Time, Cancelled/Terminated Time, Due Date, Preferred Date 1 & 2, Preferred Time.
   
5. Territory
   

​System Default Views

1. Requests Converted to Estimates – Requests for which an Estimate has been generated.
   
2. Requests with Rejected Estimates – Requests where the customer rejected the Estimate.
   
3. All Requests – Shows every Request in the system.
   
4. Cancelled Requests – Requests that were cancelled before work began.
   
5. Closed Requests – Requests that have been manually marked as closed.
   
6. Completed Requests – Requests where all associated Work Orders are completed.
   
7. My Requests – All Requests owned by you.
   
8. My Requests Converted to Estimates – Your Requests with generated Estimates.
   
9. My Requests with Rejected Estimates – Your Requests where Estimates were rejected.
   
10. My Cancelled Requests – Your Requests that are cancelled.
    
11. My Closed Requests – Your Requests that are closed.
    
12. My Completed Requests – Your Requests that are completed.
    
13. My New Requests – New Requests owned by you.
    
14. My Terminated Requests – Your Requests that could not be completed.
    
15. My Work In Progress Requests – Your Requests are currently being worked on.
    
16. New Requests – Requests that have just been created and not yet processed.
    
17. Terminated Requests – Requests that could not be completed due to external reasons.
    
18. Work In Progress Requests – Requests that have been converted into Work Orders and are currently active.