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Auto-filtering based on categories and locations
Thursday, May 8th, 2008

Users wanted the ability to auto-filter tickets based on ticket categories and locations. This new feature will help route tickets, which are now categorized on the home page by category and by location. 

Ticket auto-filtering

Staff can now be assigned to specific categories and locations.
This will not automatically assign the ticket to them but they will be able to easily track tickets in the categories and locations assigned to them.

To assign a technician to a specific category and location:

  • Go to Options
  • Under Group Settings, go to Manage Group Account
  • Select Staff
  • Add Staff for new staff accounts or
  • Click on an existing staff member 
  • Select the Locations and Categories to be assigned to that staff
  • Hit Submit
  •  Assign Categories


    To customize the category list, the group manager can:
  • Go to Options
  • Under Group Settings, go to Manage Group Account
  • Select Categories 
  • Click on Add Category
  • Complete the information
  •  Add Category

     



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