Views are the primary way of managing tickets in Zendesk. The tickets displayed in a view reflect an agent’s ticket privilege, so agents only see the tickets they are authorized to process.
This tip shares some best practices and things to think about when:
- Creating shared views
- Using the Home screen views
- Naming a view
- Formatting views
- Sorting within views
- Reviewing views
- Bookmarking views
- Reporting from views
- Refining a view’s conditions for better search results
- Reviewing the audit log
This community tip is from Graeme Carmichael, a moderator on the Zendesk forums, and a Financial Accountant at NHS Greater Glasgow & Clyde.
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