Automatic Ticket Updates via Email
In this guide we will cover: – Benefits of providing Automatic ticket updates via email – How to provide Automatic ticket updates via email – How to request ticket updates via email Associated Administrator Articles: Email (General Settings) Benefits of Providing Automatic Ticket Updates via Email In this guide we will cover how to provide […]
Filter Profiles
In this guide we will cover: – Filter Profiles – Configuring Filter Profiles (For Configuring Sales ticket filter profiles go to Configuration > Sales > Views) – Specifying Filter Criteria – Show Tickets which have not yet been reviewed for Billing Associated Admin Guides: Views Billing General Settings Filter Profiles Filter Profiles are ways to […]
Lists
In this guide we will cover: – Configuring Lists (For Configuring Sales ticket lists go to Configuration > Sales > Views) – Configure List Groups – Adding Lists to a Group – List Setup Screen Associated Admin Guide: Views Configuring Lists Lists are ways to create custom subsets of tickets of a certain criteria. Fig […]
Column Profiles
In this guide we will cover: – Configuring Columns – Sorting Tickets – Tile View – Kanban View – Gantt View (Make sure to set start and target dates on the ticket for this view to work) – Viewing Child Tickets from the Main Ticket List – Access Control (v2.179.1) Admin Guides: Ticket Types Views […]
Ticket Views
In this guide we will cover: – Default Views (Agent Preference, Global Setting, Ticket Areas) – Tickets Viewing Options (By Team, By Ticket Type, All Tickets) – How To get The "Add More Teams" Button To Display – Column Profiles – Views For Child Tickets – Gantt and Kanban Views – Mentioning Agents Directly From […]
Sort Client Level Tickets Tab by Ticket Area
In this guide we will cover: – Sorting Client Level Tickets Tab by Ticket Area Sorting Client Level Tickets Tab by Ticket Area The setting 'Split Tickets tabs into Ticket areas' in Tickets > General Settings replaces the tickets tab ,when viewing customers, sites, users, assets, and services, with tabs for each configured ticket area. […]
Grouping Tickets by Ticket Type to Improve Ticket List View
Ticket/Client Areas
In this guide we will cover: – What Ticket Areas are – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Override the Screen Layout Profile Per Customer – Split Customer Level Tickets Tab Per Ticket Area – Option to Pin the Details Tab to the […]
Tile and Kanban HTML $ Variables
Here is a list of the $ variables you can use for the Tile HTML and Kanban HTML in the views modules of tickets and sales. (Configuration > Tickets > Views > Column Profiles or Configuration > Sales > Views > Column Profiles) "flagged", […]
