Predefined and Custom Ticket List Views

Predefined and Custom Ticket List Views

List Views are used to group records based on a defined set of criteria. For example, you can view a list of Open tickets that are unassigned, a view for tickets that are overdue, or a view for tickets that are created in the last week. This way agents can set their priorities and stay customer-centric. Besides these, agents can use the List Views for changing ticket owners, deleting tickets in bulk or export the ticket list to a CSV file.

Zoho Desk provides you with a list of pre-defined ticket views that can be used by agents out of the box. They can also create their custom ticket views according to their requirements. Likewise, administrators can create shared ticket views that can be accessed by all of the agents in your helpdesk. 

Accessing Ticket List Views

Ticket list views can be accessed from the home screen when you click on the List View icon (  ) from the upper-right area. You can select from the left panel, the predefined list views to display their tickets. The 'All Tickets' view will be displayed during your first access. The system will then remember your last seen view, and will list the same during successive access. 

The following predefined ticket list views are available in Zoho Desk:
  • All Tickets
  • Open Tickets
  • My Open Tickets
  • Unassigned Open Tickets
  • Overdue Tickets
  • My Overdue Tickets
  • Spam Tickets
  • SLA Violated Tickets
  • My Tickets
  • Missed Chats
  • Closed Tickets
  • Tickets for Review
  • Customer Responded Tickets

Viewing a Ticket in List View

You must click the subject of a ticket to open its content. When you open a ticket, the other tickets that are part of the View can be viewed (click,  ) on the left panel. This helps you to manoeuvre between the tickets within a List View quickly.

      

While viewing a ticket, you can switch between the views using the drop-down list in the upper section of the left panel. To return to the ticket list view click the Back button located at the upper-left corner of the ticket. 

Creating Custom Ticket List Views

You can create custom list views by defining criteria as per your requirement. The custom views created by an agent will be listed over the left panel, under All Views. 
To create a custom list view-

      
  1. Click the plus sign located next to Views. 
  2. In the Create New View page, enter the View Name.
  3. Specify the criteria to filter the tickets. 
  4. Set the visibility for the custom view. You can choose between Only Me, All Agents and Specific Agents.  
  5. Click Save.  

List View Criteria

In the Filter Criteria section, you must specify the criteria based on which the tickets will be filtered under the view. The following table lists the criteria options for particular types of fields:

Field Type
Criteria Options
String Fields like:
  • Contact Name            
  • Email Phone
  • Subject
  • Description
  • Status 
  • Product Name
  • Ticket Owner
  • Resolution
  • 'To' Address
  • Account Name
  • Channel
  • Category
  • Sub Category
  • Created By
  • Modified By

               
Numeric Fields like:
  • Ticket ID
  • Number of Threads
  • Age in Days

                 
Date & Time Fields like:
  • Created Time
  • Modified Time
  • Ticket Closed Time
  • Due Date

                 
Boolean Fields like:
  • Happiness Rating
  • Is Overdue
  • Is Escalated

                  

Here are some Tips to get you started:
  • Age in Days option is very useful for the Date and DateTime fields. It can be used to filter tickets that were created within the last 7 days, tickets that breached the SLA in the past 30 days, or tickets that were closed in the last 5 days.
  • A view for Happiness Ratings will help you to track those irate customers who weren't satisfied with the support they received. It will also prove handy to track the tickets that didn't ask for a rating.  
  • You cannot edit the predefined ticket views that are by default provided in Zoho Desk. You may add a custom view to address any specific requirements.

Editing Custom Ticket Views

You can edit the custom ticket views that were added in Zoho Desk.
To edit a custom ticket view- 
  1. Right-click on a custom ticket view.
  2. Click Edit from the menu.
  3. Make the necessary changes and click Save.

Deleting Custom Ticket Views

You can delete a custom ticket view that you think will no longer be required for your agents. 
To delete a custom ticket view-
  1. Right-click on a custom ticket view. 
  2. Click Delete from the menu. 
  3. In the confirmation dialog box, click Ok. 

Sort, Filter and Set Display Preferences for Views

You can sort, filter and set the display preferences for tickets in the List View. To perform these actions click the More Actions icon (  ) from the upper-right area of the list view.

I. Tickets in the list view can be sorted as per your needs. Here are the five ways you could sort the tickets:
  • Ticket Id
  • Due Date
  • Recent Thread
  • Created Time
  • Latest to Oldest and vice versa (when you click  )
        

II. You can view the tickets that were received during specific time periods. You can set to view the tickets received in:
  • Last 15 days
  • Last 30 days
  • Last 3 months and 
  • All days
The first time you access ticket views, the system will display tickets that were received during the last 30 days. 

III. You can click the Filter icon (  ) under the More Actions menu to filter the tickets based on following parameters:
  • Agent
  • Status
  • Priority
  • Channel and
  • Due Date


These filters will be useful when you've chosen some of the generic views like All Tickets, Unassigned Open Tickets, Overdue Tickets etc.,

IV. By default, Zoho Desk will display only ten records (tickets) per page. However, you can choose the number of records to be displayed on a single page. A maximum of 50 tickets can be viewed per page. The system will remember your selection, the next time you access ticket views. 

Mass Actions in Ticket Views

Views allow you to perform certain updates to many tickets at once. This way, you need not fiddle with each of your tickets and can save a lot of your time. You can perform the following mass actions on tickets:
  • Update Tickets
  • Close Tickets
  • Delete Tickets
  • Assign Ownership
  • Merge Tickets and 
  • Mark Tickets as Spam
Except for the merge function, which requires you to choose at least two tickets, you can perform the above said actions even on a single ticket.

I. To update one or more ticket(s)-
  1. Select the ticket(s).
  2. Click Update from the mass actions list.
  3. Select the field to be updated and specify the new values for it.
  4. Click Save.                                                                                                                                  
II. To close one or more ticket(s)-
  1. Select the ticket(s).
  2. Click Close from the mass actions list.
  3. In the confirmation dialog box, click Ok. 
Follow the above-mentioned steps to delete or mark tickets as spam. 

III. To assign one or more ticket(s)- 
  1. Select the ticket(s).
  2. Click Assign To from the mass actions list. 
  3. Select an agent to assign ownership for the tickets. 
You can use the search bar to quickly find an agent by their name. 

IV. To merge two or more tickets-
  1. Select the tickets.
  2. Click Merge from the mass actions list. 
  3. Select the fields from the tickets, for its data to be retained in the Master Ticket.
  4. Click Merge. 


Here are some Tips to help you merge tickets:
  • You cannot merge more than three tickets at an instance. 
  • The ticket that was first created in your help desk, will by default be considered as the master ticket. You can also specify the master ticket(by their Ticket Id) to be created. 
  • The master ticket will keep the date and time of its creation besides other read-only or hidden field values.
  • The values that were selected amongst the tickets will be merged into the master ticket. 
  • All the records including attachments, activities, products etc., from the other tickets will be added to the master ticket. 
  • Please exercise caution as you cannot undo or revert a ticket merge.

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