Custom views
This page shows you how to save custom views — your own combinations of filters, columns, and sorting — so you’re not rebuilding the same filter every morning.
Agents constantly want “just my open tickets” or “urgent and unassigned.” A custom view saves that combination of filters, sort order, and columns so it’s one click from the sidebar.
Create a view
Section titled “Create a view”- On the ticket list, set the filters, sort, and columns you want.
- Save it as a view and give it a name.
- It appears in your sidebar for quick access.
A handy trick: filter Assigned to with @me, which always means the person logged in. Save that as “My open tickets” and it works for every agent who opens it.
Types of view
Section titled “Types of view”- Saved / private views — personal to you, shown on your sidebar.
- Public views — shared with all agents (only Agent Managers can create or change these).
- Default view — the one you land on.
Customers can also save their own views on the portal, but can’t make them public.