V3 Tickets List Screen - Filters

Filters are critical to using the Tickets Screen (CRM > Tickets). You actually won't see any Tickets until a filter is applied. When you first access the Tickets Screen, you can choose one of the pre-built filters on that screen to get started quickly. You can also click All Saved Filters to view more pre-built filters:

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Any filters you create will appear here as well under Added by me. If there is very specific information you want to see, it's a good idea to create your own filters. To get started, click Add Filter from the Tickets Screen:

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This will reveal the list of all possible filters:

  • Account/Vendor Name
  • Assignments
  • Is High Priority
  • Last Updated Date
  • Ticket Categories
  • Ticket Due Date
  • Ticket Number
  • Ticket Past Due
  • Ticket Status
  • Ticket Type
  • Vendors

Each filter has different criteria. Click on any of them to set specific parameters. Once you've applied a filter, it will appear on the left in a gray box:

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From here, if the results to not give you what you are looking for you can click the "x" to delete the filter or click Add filter to apply additional filters. If you are finished adding filters, click Save. This will open the Save dialog. Give your filter a name and click Save:

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You will remain on that filter view but the name will now be updated:

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To create a new filter when you are on a current filter view, click Clear all filters to start over. 

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