Views:
CX Experts reccomends a stock list of views for each instance as listed below:
| View Name | Visible to | Attributes |
| 👋 New Messaging Tickets | Groups handling Messaging |
ALL Status Category less than Pending Group is (current user's groups) Assignee is - ANY Channel is Messaging Channel is WhatsApp Channel is Facebook Messanger Channel is Private Facebook Message Channel is Instagram Direct Channel is X Corp DM Channel is X Corp Direct Message COLUMNS Request date Requester Assignee GROUP BY (No Group) ORDER BY Request Date (Descending) |
| 📲 My Mesaging Tickets | Groups handling Messaging |
ALL Status Category is Less than Solved Assignee is (Current user) ANY Channel is Messaging Channel is WhatsApp Channel is Facebook Messanger Channel is Private Facebook Message Channel is Instagram Direct Channel is X Corp DM Channel is X Corp Direct Message COLUMNS Request date Requester Assignee GROUP BY (No Group) ORDER BY Request Date (Descending) |
| 🌼 All Unsolved Messaging Tickets | Groups handling Messaging & Managers |
ALL Status Category is Less than Solved ANY Channel is Messaging Channel is WhatsApp Channel is Facebook Messanger Channel is Private Facebook Message Channel is Instagram Direct Channel is X Corp DM Channel is X Corp Direct Message COLUMNS Request date Requester Assignee Latest Update GROUP BY (No Group) ORDER BY Latest Update (Descending) |
| ✨ My Group's New & Unassigned | All Agents |
ALL Status category is Less than Pending Group is (Current user's groups) Assignee is - ANY (none) COLUMNS Subject Group Requester Request Date Assignee Brand GROUP BY (No Group) ORDER BY Request Date (Descending) |
| 🔴 MY Open | All Agents |
ALL Assignee is (Current user) Status category is Open ANY (none) COLUMNS Requester Request Date Subject Latest Update GROUP BY (No group) ORDER BY Latest Update (Descending) |
| 🔵 My Pending | All Agents |
ALL Assignee is (Current user) Status category is Pending ANY (none) COLUMNS Requester Request Date Subject Latest Update GROUP BY (No group) ORDER BY Latest Update (Descending)
|
| 🌑 My On-Hold | All Agents |
ALL Assignee is (Current user) Status category is On-Hold ANY (none) COLUMNS Requester Request Date Subject Latest Update GROUP BY (No group) ORDER BY Latest Update (Descending) |
| 🤹♀️ My Unsolved | All Agents |
ALL Assignee is (Current user) Status category is less than Solved ANY (none) COLUMNS Requester Request Date Subject Latest Update GROUP BY (No group) ORDER BY Latest Update (Descending)
|
| ✨ All New & Unassigned | Management |
ALL Status category is Less than Pending Assignee is - ANY (none) COLUMNS Subject Group Requester Request Date Assignee Brand Channel GROUP BY (No Group) ORDER BY Latest Update (Descending) |
| ⭕️ ALL Open | Management |
ALL Status category is Open ANY (none) COLUMNS Subject Group Requester Request Date Assignee Brand Channel GROUP BY (No Group) ORDER BY Latest Update (Descending) |
| 🦉 Group/Brand Open | Group/Brand Managers |
ALL Status category is Open Group is {{group}} ANY (none) COLUMNS Subject Group Requester Request Date Assignee Brand Channel GROUP BY (No Group) ORDER BY Latest Update (Descending) |
| 👑 Group/Brand Unsolved | Group/Brand Managers |
ALL Status category is Less than Solved Group is {{group}} ANY (none) COLUMNS Subject Group Requester Request Date Assignee Brand Channel GROUP BY (No Group) ORDER BY Latest Update (Descending) |
| 🤹♀️ ALL Unsolved | Group/Brand Managers |
ALL Status category is Less than Solved ANY (none) COLUMNS Subject Group Requester Request Date Assignee Brand Channel GROUP BY (No Group) ORDER BY Latest Update (Descending) |
| 😣 GROUP Badly Rated Tickets | Group/Brand Managers |
ALL Status category is Less than Closed Group is (Current user's groups) ANY Satisfaction is Bad Satisfaction is Bad with comment COLUMNS Subject Group Requester Request Date Assignee Brand Channel GROUP BY (no group) ORDER BY Solved Date (Ascending) |
| 😡 MY Badly Rated Tickets | All Agents |
ALL Status category is Less than Closed Assignee is (current user) ANY Satisfaction is Bad Satisfaction is Bad with comment COLUMNS Subject Group Requester Request Date Assignee Brand Channel GROUP BY (no group) ORDER BY Solved Date (Ascending) |
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