The CRM Helpdesk ticket filter allows you to easily find tickets by selecting one or more ticket filters.
Additionally, if you frequently use the same ticket filters then you can save those filters in a Saved View.
When you open the Saved View the next time, it will automatically apply the selected filters and refresh the ticket report tables so that you don't have to re-enter the same filters every time.
To filter your tickets click the Ticket Filters button on the Helpdesk page:
The filter sidebar opens up where you can select your filters for the top and bottom tables on the Helpdesk page:
After you apply your filters, you can save them as a new view using the Save New View at the bottom of the filter sidebar:
The view name field now appears at the top of the sidebar where you can enter the name of your view:
After you enter the name click the green checkmark to the right to save the view:
The next time you open the sidebar the view will be available in the Saved View dropdown.
When you select it, the Helpdesk page automatically filters the tickets using the filters saved for that view:
While the view is selected, you can use the icons next to the view dropdown to (in order):
- Delete the view
- Make the current view the default view
- Create a new view from the current view
- Save any changes that you make in the current view's filters