Customizable Home Dashboard (Web) | Voters

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Customizable Home Dashboard (Web)

planned

Josie Burgett

Allow users to customize the Tickets page on the web dashboard.

Zoom in or out of the web dashboard and save preferences.
Change column size and save preferences.
Customize columns on the web dashboard (i.e. remove a column).

May 26, 2020

Scott Demoss

And add drop downs in all the sortable columns

Josie Burgett

Merged in a post:

Default View

Ryan F.

Ability to set default views on dashboard IE: default view so team tickets will so upon login or my tickets or all tickets

May 8, 2020

May 5, 2022

Josie Burgett

marked this post as

planned

Josie Burgett

Merged in a post:

Customize Ticket Page Columns

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.)

August 17, 2020

May 5, 2022

Josie Burgett

Merged in a post:

Remember the column Length layout

After you adjust your column width you lose the ability to keep that column width when getting in and out of tickets. Reverts back to original column width.

February 24, 2020

May 5, 2022

Ian Zimmerman

marked this post as

open

Josie Burgett

marked this post as

under review

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.