Finding and filtering Submissions
The Submissions list supports full-text search, multi-axis filters (status, tag, assignee, date, line of business, archived state), and Saved Views for filter combinations you use often. Newly created Submissions can take a few seconds to appear in search.
In short: Type in the search box for full-text search; use the filter bar for status, tag, assignee, date, line of business, and archive state. Save useful combinations as a Saved View so you can pull them up with one click.
Search vs filter
Search and filter solve different problems.
- Search finds a specific Submission by name, email, phone, address, or other text on the record. Best when you know who you’re looking for.
- Filter narrows the list by structured attributes — status, tag, assignee, date range, line of business. Best when you want a category of Submissions, not a specific one.
You can combine both — search within a filter — to drill in fast.
Search
The search bar at the top of the Submissions list runs full-text search across the visible Submissions. It looks at insured name, contact info, and most other text fields on the Submission.
Newly created Submissions can take a couple of seconds to appear in search — the search index updates asynchronously. If you just created a Submission and it’s not showing up, refresh in a few seconds or open it directly from the URL.
Filter
The filter bar exposes multi-axis filters:
- Status — pick one or more Statuses
- Tag — pick one or more Tags
- Assignee — narrow to Submissions assigned to a particular team member
- Date — created date range
- Line of business — auto, home, etc.
- Archived — by default, archived Submissions are hidden; toggle to include them
- Sample — by default, sample/test Submissions are hidden; toggle to include them
Filters compound — picking two Statuses and a Tag shows Submissions that match all three.
Saved Views
Once you have a filter combination you use often, save it as a Saved View. Examples:
- “My open quotes” — assignee = me, status = In Progress or Quoted
- “Untouched leads from this week” — status = Lead, date = last 7 days
- “Won this month” — status = Won, date = this month
Saved Views are personal by default; you can share with your agency where supported.
SALT’s basic views
SALT also ships built-in views every agency gets:
- New — recent submissions
- Leads — submissions still in lead status
- Includes home — submissions covering home insurance
- Includes auto — submissions covering auto insurance
- Unassigned — submissions without an assignee
These are the same for everyone on the agency and don’t require setup.
Common questions
My Submission isn’t in the list — where is it? Three common reasons: it’s archived (toggle archived filter on), it’s classified as spam (filter for “No Access”), or it was just created and the search index hasn’t caught up. Try opening it directly from a Continue Link or its URL.
How do I see only my Submissions? Filter by assignee = yourself, or save that filter as a personal Saved View.
Can I sort the list, not just filter it? Sorting controls are on the column headers in the list view (where supported). Sort by created date, last updated, or status.