It would be very helpful to allow the Ticket view to show you tickets assigned to ME and also the Unassigned tickets at the same time. We have a workflow where available agents take unassigned tickets to work on but they either have to look at tickets assigned to them OR unassigned, not both. It would be really helpful to allow both options to be selected in the same view.
I’m very surprised this is not a default functionality.
Seconding this. I have the Pro package and can’t even seem to build this out from the admin config screen, since the options for “ticket → owner” seem to only be explicit users, you can’t set like “current user” as a token. This seems like a functionality that should be a pretty regularly used default, but if not i’d hope you can at least manually configure it. @karstenkoehler or any of the other super hubspot helpers, is this possible?
Hi @KWohlgemuth and @SneedFeedAndSeed,
Unless I’m misunderstanding the request, this is very straightforward from the ticket index page (Menu > CRM > Tickets).
Best regards!
Hi @SneedFeedAndSeed and thanks for following up!
In Help Desk, you can filter the ticket index page by “Ticket owner” (see screenshot below) and choose your name to see only your assigned tickets.
Here is an article for more information: Search for tickets in help desk
I hope this helps!
Bérangère