Navigate InquiryPoint

InquiryPoint offers a general search and inquiry view on the main page and an information panel that has unique options based on what you are viewing. You can see the currently signed in user in the upper-right corner of the main page (for example, Jesse Doe in the below image).

The Projects tab is currently in pilot and available only to select users.

The Quick Access menu includes various links and resources.

Select this icon... To use the Quick Access menu.
Link to Videos and Client360 Training Quick Links to frequently used resources (Client360 training and your team's selections)
Reports icon. Reports (work with reports in a new product tab)
Federated Search icon. Federated Search (Search for Knowledge in a new browser tab)
Defect icon. Defect
Client Migration

When you select an inquiry, your Quick Access options change.

Select this icon... To view this related to the selected inquiry from the Quick Access menu.
Link to Videos and Client360 Training Quick Links
Client Information icon. Client information. Here, you can view location details, including the client's country, and other additional attributes.
Contacts icon. Contacts (eCRM, Client Contacts, Account Team)
Federated Search icon. Federated Search (Search for Knowledge in a new browser tab)
Defect icon. Defect
Video links icon. Video Links

Search for information related to clients and inquiries.

The Projects tab is currently in pilot and available only to select users.

Use the search box to find information related to Clients, Inquiries, Tasks, or Projects. Select one of the options from the dropdown menu and select a specific parameter to enter detailed search criteria into the Type to add parameter search box. Refer to Search for a client for more information.

Search results appear in a separate tab named by your query text followed by "- Search Results." There is no limit to the number of tabs you can open in this window. However, as a best practice, we recommend limiting the number of tabs so that you can easily navigate between them.

Use the Dashboard to access inquiries, projects, and tasks. Use the various tabs at the top of the dashboard and the activity tabs within each tab as well as the search bar within the dashboard to filter your Inquiries.

The Projects tab is currently in pilot and available only to select users.

View My Inquiries in the Inquiry panel.

Select Inquiries to view all inquiries assigned to you or your team.

Select the My Inquiries or My Team's Inquiries toggle to filter.

View My Inquiries in the Inquiry panel.

The Projects tab is currently in pilot and available only to select users.

Primarily designed for Account Managers.

Select Projects to view all projects you are managing.

Displays only if your administrator grants you access.

Select projects from the Manage Projects menu to display them in the Projects tab.

Inquiry dashboard with an orange box around the tabs for My tasks and My team's tasks.

Fiserv uses tasks to distribute work within an inquiry.

Select Tasks to view all tasks assigned to you or your team.

Select the My Tasks or My Team's Tasks toggle to filter.

View My Inquiries in the Inquiry panel.

Select Watchlist to view all inquiries for which you are a watcher.

Displays only if your administrator grants you access.

Use the Watcher Added By filter to view inquiries where a Fiserv associate added you as a watcher and those where a client did.

View My Inquiries in the Inquiry panel.

Select My Client View to display the clients with whom you are associated in eCRM and their associated inquiries and projects.

The Projects tab is currently in pilot and available only to select users.

Primarily designed for Relationship Managers and Account Managers.

Refer to Navigate the My Client View tab for more information.

Inquiry dashboard with an orange box around the unassigned tab.

Select Unassigned to view Inquiries and tasks that Fiserv has routed to one of your assignment groups but not to a specific person.

Select Billable Inquiries to view all billable inquiries for your group, if you belong to a billing group within our organization.

These are inquiries for which Fiserv bills a client separately from their usual services. If you do not belong to any billing group, this tab does not display for you.

Use the filter options at the top of the dashboard to filter by reporting category and team or assignment group.

Inquiry dashboard with the Filter by menu expanded.

Inquiry dashboard with the My Teams filter expanded.

Use the various buckets to filter by state or status, such as how long an inquiry or task has been open.

Inquiry dashboard with an orange box around the center bucket items.

Use the search bar within the dashboard to filter by a specific parameter, such as the client name.

Inquiry dashboard with an orange box around the Type to add parameter search bar within the dashboard.

Save your filters as Quick filters when you find a configuration that you like.

  1. Select a filter on the Inquiry Dashboard. You can filter by reporting category, team, etc.

    Inquiry Dashboard filter options with the parameter search featuring an Inquiry Tag search.
    If you use the Inquiry Dashboard parameter search, you must complete the search before you can save your filter.

  2. Select Save Filter.

    quick filter feature.

  3. In the new window, enter a name for the new filter.

    The Save Filter window with the Filter Name entered as "Example Tag" and the Favourite option selected.

    You can set the filter as a Favorite, and it will appear by default when you next launch InquiryPoint.

  4. Select Submit.

After you save a filter, it appears in your Saved Filter list. From the list, you can update your favorite filter, quickly switch between filters, and remove filters.

Inquiry Dashboard with the Quick filter menu open.