How Do I Use/Apply Filters?

Saving Filters in Freshdesk:

Filtering Tickets: In the ticketing section, you can filter tickets based on various criteria, such as status, priority, and agent assignments. Use filters to quickly locate specific sets of tickets and focus on the most relevant tasks.

Customizing Filters:

Customize filters to suit your workflow. For example, you can create filters for tickets assigned to you, overdue tickets, or tickets from specific customers.

Specify conditions, such as status is "Open" and priority is "High," to create targeted filters.

Saving Filters: After applying a filter, you can save it for future use. Click on the "Save Filter" option and provide a name for the filter. Saved filters appear in a convenient dropdown menu, allowing quick access to your preferred views.

Sharing Filters:

Share filters with other team members to ensure consistent views and workflows across your support team.

Shared filters can enhance collaboration and help everyone stay on the same page.