An account view, contact view, or ticket view is a filter for displaying the Setting up Accounts, Contacts, or Tickets that meet predefined criteria, respectively, in a customized table. Views are intended to help you and your agents to easily segment, find, track, prioritize, or manage the records, without the need to manually search for a specific set of records.
You can define a view based on the properties of an entity (account, contact, or ticket). In addition, you can define who can view or modify a view.
Where an Account View Appears
An account view appears as an option in the Select a predefined view field in:
The Accounts window that appears when you click Account > Accounts on the Configure tab.
On the Accounts tab (when viewing the list of accounts) in the window that appears when you click Ticketing > Tickets on the Configure tab.
For agents and agent teams, an account view appears as an option in the Select a predefined view field in the Accounts List section on the Agent Desktop.
Where a Contact View Appears
A contact view appears as an option in the Select a predefined view field in the Contacts section that appears when you click Ticketing> Tickets on the Configure tab.
For agents and agent teams, a contact view appears as an option in the Select a predefined view field in the Contact List section on the Agent Desktop.
Where a Ticket View Appears
A ticket view appears as an option in the Select a predefined view field in:
The ticket dashboard.
On the Tickets tab that appears when you click Ticketing > Tickets on the Configure tab.
On the Accounts tab (when viewing the list of accounts) in the window that appears when you click Ticketing > Tickets on the Configure tab.
For agents and agent teams, a ticket view appears as an option in the Select a predefined view field in the Ticket List section on the Agent Desktop.
