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In this video, I walk you through adding a "needs customer reply" checkbox to our tickets app, which will help us track cases waiting for customer responses. I demonstrate how to create the checkbox, customize its labels, and integrate it into our saved views and dashboard. Additionally, I show you how to export the filtered list of tickets for analysis. Please make sure to implement this feature and keep an eye on the tickets that require customer follow-up. This process is straightforward and will enhance our workflow significantly.
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In this quick tutorial, I walk you through what a view is and how to create and manage new views in our tickets app. You'll learn how to apply filters and save your customized view, including and setting access permissions. I also show you how to add the view to your favorites for easy access and where to find all your views in the Reporting section. Lastly, I explain how to manage your views, including editing and deleting them if needed. Please follow along and take action to create your own views!
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