Hi, first post. We are trialing service hub as a method for tracking current customer status and open tasks.
Is there a way in the trello-style view to group tickets into ‘swimlanes’ (going horizontally left to right), so that each lane contains all tickets for a given customer?
This will provide extremely valuable separation of tickets between customers so we can gauge which customer has the most open tickets / needs the most love etc.
hi @jonformant
hope you are doing well.
what we have done with one of our clients
is special custom reports that show the amount of tickets per client
and per status.
As pipeline amount is limited (depending on the licence’s tier)
we use the pipeline for the total of tickets/clients.
BUT is you need to track some clients
you can use a Specific pipeline for those clients
that way you can use filters to see only the tickets of that clients
like you see it in trello.
Hope this helps.