24
Customizable Home Dashboard (Web)
planned
Activity
Newest
Oldest
S
Scott Demoss
And add drop downs in all the sortable columns
J
Josie Burgett
J
Josie Burgett
planned
J
Josie Burgett
Merged in a post:
Customize Ticket Page Columns
J
Josie Burgett
Allow advisors to customize their home Tickets page on the ExpertConnect web dashboard and save their preferred view.
- Choosing a default tickets view (My Tickets, Team Tickets, or All Tickets).
- Adjusting column widths and saving preferences.
- Editing which columns are visible (i.e. remove ticket # column, etc.)
J
Josie Burgett
I
Ian Zimmerman
open
J
Josie Burgett
under review
J
Jason Schmidt
I agree, often I open up the dashboard and think I am looking at the most recent tickets within my team but may or may not be. When wanting to monitor coverage of tickets I would like all of the "unassigned" to populate to the top of the list so I can follow up with team members to jump in an cover the tickets.