Save Filters
in progress
I
Ian Zimmerman
in progress
S
Shawn McCready
Agree!
Payton Douglass
Merged in a post:
Save Default Ticket View
J
Josie Burgett
Ability to save the default ticket view to more than 25 tickets.
Payton Douglass
Merged in a post:
Ability to Save Filter Searches in Insights
M
Molly Brugger
On the Insights tab, after filtering on the right hand side, it would be helpful to be able to save certain filter searches so you don't have to re-filter every time.
Keith G.
There needs to be a default view set where we would like it and saved.
Keith G.
With more teams being added to our organization, this feature needs to be looked at again. Allowing us to set defaults would be helpful, then if we need to change the filter settings for a specific search would be easier. With the time it takes for insights to load, any help would be beneficial in my opinion.
Payton Douglass
Merged in a post:
Default view in Tickets page
Barry Peterson
I would like to suggest the ability to set a default view on the tickets page. The ability to select My Tickets or Team Tickets as the default landing page.
Payton Douglass
Merged in a post:
Default views
M
Matt Morrell
It would be helpful if we could set up a default view on the dashboard. 99% of the time we use Team Tickets. Occasionally we check My Tickets if we are searching for a conversation with a client. Every time we click off of a ticket and back to the dashboard it defaults back to My Tickets. Would be nice to set a default that takes me back to Team Tickets.
Aaron Boggs
I have the same request for Insight screen. Ability to set and save filter settings.
Keith G.
Creating a saved default or having the ability to save a filter would make this screen more user friendly. It works, but as stated above, you have to apply the filters every time. We have several teams within our company and advisors on each team. This would help save a little time.
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