Client portal

Setting up custom filters

July 30, 2014     0 comments

With Clientexec, you can create and use custom ticket filters for yourself, or your whole staff. To start, go to the ticket view and select Ticket Search.


In this example, we want to create a filter that will private so just I can view my tickets. So you'll want to select that it's assigned to you, and then make sure to create a filter that the status is NOT closed so it will include all other statuses. 


After that has been created, you will be redirected to a page with the new filter and it will say "Viewing Unsaved Filter" - click on "Unsaved Filter" and it will pop up with the option to save it and if it the filter is just for, or your whole staff. Note, it will not be saved without this.

Here you will set the filter name

You will now see this filter in the Support tab.

Now you'll see the filter in the Support drop down


To use this as your main filter, see this article. 


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