Combined View allows you to track requests and tasks on the same page. It appears similar to the classic view but with limited filters and sorting options.
To switch the request list to the combined view, click Combined View in the header.
In the Combined View, you can sort requests by:
Due by date
Click Request Default View to exit the Combined View.
Filter Drop-Down Menu
The filters available in the Combined View category are:
My Pending Activities - Lists the requests and tasks assigned to the current support rep.
My Group Pending Activities - Lists the requests and tasks assigned to the current support rep group.
My Pending and Group Unassigned - Lists the requests and tasks of the current support rep and current support rep group's unassigned tickets.
Request Classic View
Classic View presents the request data in a linear manner. To display requests in classic view, click the icon in the header. You can sort requests by different fields such as subject, support rep, and more by using List Settings in the header. The ...
Request Kanban View
Kanban view displays requests as organized boards. You can group requests based on priority, status, or support rep assigned to the request. Detailed information about support rep's workload can be viewed at a glance. Kanban boards simplify the ...
Request List View
You can access the request list view by clicking Requests in the header pane. In the request list view, you can: View requests using filters Create custom filters for requests View tasks and requests in the same window View archived requests ...
View contact requests
There are two methods to view all requests raised by a contact. Method 1: 1. To view all requests raised by a contact, click Request tab and click the search button in the Request List View. 2. In the contact name search box, enter the contact ...
Request Custom Functions
Request custom functions can be used in business rules, request custom triggers, request life cycle, and request timer actions. Using custom functions, you can perform automated actions on requests, other modules, and external applications. Go to the ...