Qontak provides various filter tabs that can be used to quickly group tickets based on specific categories. This feature helps you manage, monitor, and find tickets more easily according to their status or assignment. In the explanation below, you will learn the function of each available filter tab.
A. Filter Tickets through the ‘All Tickets’ tab
- Go to the Tickets menu.
- Click the “All Tickets” tab.
- On this page, you can monitor all tickets available in Qontak CRM. You can use the “All Filters” feature to perform further filtering.
Then, the Filter display will appear as shown below. Fill in the available fields as needed to filter ticket data.
Next, if you want to use the filter configuration repeatedly, activate the “Save as Default” option to make it the default filter. Then, click “Apply” to display ticket data according to the selected criteria.
B. Filter Tickets through the ‘Assigned to my team’ tab
- Go to the Tickets menu.
- Click the “Assigned to my team” tab.
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This page displays the total number of tickets assigned to your team from all available pipelines. If you belong to more than one team, this page will show tickets from all of your teams.
Learn more about ‘Assigned to my team’ here.
C. Filter Tickets through the ‘Assigned to me’ tab
- Go to the Tickets menu.
- Click the “Assigned to me” tab.
- On this page, you can see all tickets assigned to you.
D. Filter Tickets through the ‘Unassigned’ tab
- Go to the Tickets menu.
- Click the “Unassigned” tab.
- On this page, you can see all tickets that have not been assigned to anyone.
E. Filter Tickets through the ‘Reported by me’ tab
- Go to the Tickets menu.
- Click the “Reported by me” tab.
- This page displays all tickets created by you as the reporter. If you want to add or change the assignee, you can click “Actions” then select “Edit”.
This concludes the overview of the filter display in the Tickets menu of Mekari Qontak. Learn more about how to create a new ticket here.