> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# Find a request

> In this how-to guide you will learn how to find requests in SuperOffice

As a customer support agent, you get a lot of incoming calls and emails about pending or old customer inquiries. That is why it is important to know how you can find a single request or groups of requests as quickly as possible.

Do one of the following:

* Use the standard lists, which are predefined searches.
* Use the search screen for requests in the Find request.
* Use the [free-text search][12] in the top bar.
* Use [dashboards][18].
* Use [selections][10] for requests.
* Use the [navigator][19] search on Requests.
* Use [Find][11] in the top bar, choose one of the typical searches or add wanted criteria.

<h2 id="open-tabs">
  Find a request you already have open
</h2>

1. Click <i class="ph ph-dots-three-vertical" aria-label="More options" /> (More options) next to the **Requests** heading in the left panel.

2. Enter text in **Search in tabs** to narrow the list.

3. Click the request to open its tab.

<h2 id="list">
  Use lists
</h2>

The simplest way to find requests is to open one of the standard lists. They are listed first when you click the search field at the top of the left panel. You can also find them under **Selections**.

1. Click the search field at the top of the left panel.

2. Click a list in the history. The list opens in a tab, in list view or board view.

![The search dialog of the Requests left panel in history view, with the standard lists followed by recent requests -screenshot][img4]

The standard lists are:

* **Last requests:** Shows the requests most recently recorded in the system. If specified in user preferences, this list will only contain requests from the categories you are a member of.

* **Own open requests:** Shows requests that belong to you and which have the **Open** status. This list contains the requests that you are responsible for, and is therefore the screen you will be working in most often.

* **Unassigned requests:** Lists requests that no-one is assigned responsibility for. To [take responsibility for one of the requests][6], it is important you do so by clicking **Accept request**. Otherwise there is a risk of others answering the request at the same time.

* **My favourites:** Shows the requests you have saved as favorites.

You can also use these options:

* **Get next in queue:** If the [queue system is set up][9] for your company, you can click this option to get the next unassigned request in the queue for the category you belong to.

* **Request selections:** Your own request selections are listed under **Selections** in the left panel.

### Show only own categories

1. Select <i class="ph ph-user-circle" aria-hidden="true" /> **Personal settings** > **Preferences**.
2. Select the **Request** group.
3. Set **Show only own categories** to Yes.
4. Click **Save**.

## Use search criteria

You can customize search criteria to locate specific requests.

### Customizing criteria

1. Click **Find request** in the left panel. The **Criteria** tab opens.

2. Adjust the [search criteria][14] by adding or modifying filters:

   * Use the dropdowns to set criteria such as Owner, Internal status, or Category.
   * Add additional criteria by clicking **Add criterion** or remove existing ones with the <i class="ph ph-x" aria-label="Remove criterion" /> icon.
   * Combine filters using the **AND** or **OR** options to refine your search.

   ![Search for requests -screenshot][img2]

3. Click **Find** in the lower-right corner to run the search.

   <Tip>
     You can save frequently used criteria as a [selection][13] for easy access later. If you add the result to an existing selection, the selection also opens as a tab in the left panel.
   </Tip>

4. To reset the search to default criteria, select **Reset to default**. To clear all filters, select **Clear all**.

<h3 id="result">
  Search result
</h3>

The results of your search are displayed as a list of requests in the **Results** tab. You can:

* Sort the requests by clicking the column headings.
* Click a request to display its details in the preview section on the right.
* Double-click a request to open it in a tab.
* Use the **Show/Hide preview** button at the bottom of the screen to toggle the preview section.
* Access bulk actions or export options by clicking the <i class="ph ph-list" aria-hidden="true" /> **Task** button. For example, you can choose to favorite or delete several requests in a single operation.

<Tip>
  The status **Open** together with the **Read** column will give an overview if the request were **Read by owner**, **New information**, or **Not read by owner**.
</Tip>

<h3 id="preview">
  Preview
</h3>

This section of the screen displays the contents of the request selected under **Search result**. You have the same options as when [processing requests][6], including sending a [quick reply][20] without opening the request in full.

If the preview section is not visible, click **Show preview** at the bottom of the screen.

[6]: ./accept

[9]: ../admin/next-in-queue

[10]: ../../search-options/selection/learn/index

[11]: ../../search-options/learn/find-screen

[12]: ../../search-options/learn/freetext-search

[13]: ../../search-options/selection/learn/create

[14]: ../../search-options/learn/search-criteria

[18]: ../../dashboard/learn/index

[19]: ../../learn/getting-started/main-screen/navigator#navigator

[20]: ./reply#quick-reply

[img2]: /media/loc/en/request/find-request-criteria.png

[img4]: /media/loc/en/request/request-screen-search.png


## Related topics

- [Work with overview pages](/en/learn/basics/overview-pages.md)
- [Use tags in requests](/en/request/learn/tags.md)
- [The Find screen](/en/search-options/learn/find-screen.md)
- [Use the Navigator search](/en/learn/getting-started/main-screen/navigator.md#navigator)
- [Create selection](/en/search-options/selection/learn/create.md)
