Searching for tickets based on company properties

[DCrookson]

Hi there

Does anyone know if it is possible to filter down service tickets based on properties of the company the ticket is associated with? I can only find a way of filtering down service tickets by ticket properties.

Thanks

Dave

[karstenkoehler · Accepted solution]

Hi @DCrookson,

Not via the search field, no. However, you can click All filters, search "company" and conduct your search that way:

Then:

Hope this helps!

[JVanHerck]

Hi

It would be very helpful indeed that you are able to search in your Service - Tickets overview on Company/Contact name. 

Is there a chance this will be implemented in the future?

Thanks.

Kind regards

Jens

BMI Leisure

[karstenkoehler · Accepted solution]

Hi @DCrookson,

Not via the search field, no. However, you can click All filters, search "company" and conduct your search that way:

Then:

Hope this helps!

[DCrookson]

Thanks Karsten

Although this doesn't quite solve my problem; I'm looking for a way of filtering down service tickets by associated company properties, not just associated companies.

Cheers

Dave

[karstenkoehler]

Hi @DCrookson,

Got it. Unfortunately, that's not possible via the ticket index page. You could use cross-object reports for this, although again that's not exactly the same.

Best regards!

[DCrookson]

Hi Karsten

Thanks for the suggestion. Could you point me in the right direction for some help with cross-object reports, or let me know how to create them?

Many thanks

Dave

[karstenkoehler · Accepted solution]

Hi @DCrookson,

Navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder. Select tickets (primary) and companies as data sources. Next, you can pick all properties from the left sidebar that you'd like to have in your table. Pick a table for visualisation.

Let me know if you get stuck at any point!