Tickets & Conversations

Shuler
Contributor

Inbox view for conversations not associated with a ticket

SOLVE

Is there a way to create a view of conversations NOT associated with a ticket?

1 Accepted solution
Jnix284
Solution
Hall of Famer

Inbox view for conversations not associated with a ticket

SOLVE

Happy to help @BérangèreL and @Shuler, to clarify, I believe you're looking for conversations that are in the inbox, but not a ticket (that would be created by a ticket form and also appear in the inbox)?

 

There is an option in Pro/Enterprise to create custom views - the filters allow you to choose properties related to tickets or to conversations.

 

I don't have an account configured that would let me test this for you, but I believe if you use the conversations filters you can narrow it down and you might even be able to set a ticket property to unknown to ensure all tickets are filtered out.

 

The other option would be to create more than one inbox, where your tickets go to their own inbox and your ticket forms are connected as a channel to that inbox only and all of your other channels are connected to your main inbox.

 

Depending on your subscription, you might also look into Help Desk for managing your tickets.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

View solution in original post

0 Upvotes
2 Replies 2
BérangèreL
Community Manager
Community Manager

Inbox view for conversations not associated with a ticket

SOLVE

Hi @Shuler, I hope that you are well!

Great question, thanks for asking the Community!

I'd love to put you in touch with some of our Top Experts: Hi @Jnix284, @Josh and @DanMYD do you have suggestions for a view/list/report that would show tickets not associated with a conversation, to help @Shuler, please?

Thanks so much and have a lovely day!

Best,
Bérangère


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0 Upvotes
Jnix284
Solution
Hall of Famer

Inbox view for conversations not associated with a ticket

SOLVE

Happy to help @BérangèreL and @Shuler, to clarify, I believe you're looking for conversations that are in the inbox, but not a ticket (that would be created by a ticket form and also appear in the inbox)?

 

There is an option in Pro/Enterprise to create custom views - the filters allow you to choose properties related to tickets or to conversations.

 

I don't have an account configured that would let me test this for you, but I believe if you use the conversations filters you can narrow it down and you might even be able to set a ticket property to unknown to ensure all tickets are filtered out.

 

The other option would be to create more than one inbox, where your tickets go to their own inbox and your ticket forms are connected as a channel to that inbox only and all of your other channels are connected to your main inbox.

 

Depending on your subscription, you might also look into Help Desk for managing your tickets.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes