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IHunter0
Member

HelpDesk Filtering

SOLVE

HelpDesk allows for simple filtering on the table page when you are on a view such as filter by "Priority" or "Ticket Status".  My support reps have noticed that the "High" priority status defaults to the bottom of the page, and when they filter to the top, it resets back to the default after entering a ticket or leaving the page. Can we fix this so that the simple filter stays the same?Screenshot 2024-07-23 at 10.13.11 AM.png

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Markestac
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

HelpDesk Filtering

SOLVE

Hi @IHunter0,

 

You can create Views for every preference you want for quick view. Likewise view for "High Priority", "Medium", "Ticket Status" and many more.

 

You can create view by following steps mentioned here

 

Please do let me know if this works best for you.

Talk to Our HubSpot Expert

Marketing Automation Agency | RevOps & CRM Consultant

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Markestac
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

HelpDesk Filtering

SOLVE

Hi @IHunter0,

 

You can create Views for every preference you want for quick view. Likewise view for "High Priority", "Medium", "Ticket Status" and many more.

 

You can create view by following steps mentioned here

 

Please do let me know if this works best for you.

Talk to Our HubSpot Expert

Marketing Automation Agency | RevOps & CRM Consultant

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

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Jigar_Thakker
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

HelpDesk Filtering

SOLVE

Hi @IHunter0 ,


Unfortunately, it's not possible to save sorting preferences in HelpDesk; only the columns and their order can be saved. Views can't retain the sort order at this time. However, you can suggest this feature to the product team by posting it to the HubSpot Ideas forum here. If it gains enough support, it could be considered for future updates.

If this answer helps, please support the community by marking it as a solution.

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