Tickets & Conversations

SarahHerbage
Membre

Custom views and ticket types

I would love the ability to have ticket types and multiple options of custom views for tickets based on the ticket type. We use tickets for proactive work (projects and onboarding) as well as reactive work. I have 3 ticket pipelines and each of these need to see different information. It would be extreamely usefull to to segregate the tickets to suit 

0 Votes
3 Réponses
SarahHerbage
Membre

Custom views and ticket types

Thanks for you reply @karstenkoehler . This is essentially what i am after but in the middle bar. Can this be achieved? When i spoke to support they told me it was not possible at all so this is a step closer than what i was told

0 Votes
karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Custom views and ticket types

@SarahHerbage I'm not aware of conditional options for the middle section, no.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Custom views and ticket types

Hi @SarahHerbage,

 

If you're referring to the left ticket sidebar, then this can be achieved with conditional sections: https://knowledge.hubspot.com/object-settings/customize-record-sidebars#make-a-record-sidebar-sectio...

 

If you're referring to the ticket listing page, you would have to create custom saved views, with different columns, filters and sorting corresponding to your requirements: https://knowledge.hubspot.com/records/filter-records-and-save-views

 

Once saved, they appear as tabs for quick and easy access.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes