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How to Create Filters

 

Filters are a great way to create an efficient dashboard for your agents. In essence, filters are predefined rules to separate your incoming tickets among various inboxes. With ProProfs HelpDesk, you can create custom filters to divide tickets among inboxes and agents. You can also set priorities for said tickets.

 

Benefits of Creating Filters:

  • Ensure that tickets are divided according to the errors
  • More efficient support since filters ensure that qualified agents get the tickets
  • Optimizes the help desk and prevents confusion among agents

 

For Example, if you want to send a ticket regarding bugs to a specific inbox, here's how you would design your filter:

 

 

The following topics will be discussed further:

 

 

How to Create a Filter

 

Step 1: Go to Settings----> Filters.

 

 

Step 2: Click on the +New Filter button.

 

 

 

Step 3: Customize your filter and click Save.

 

Filter Customization Window

 

The Filter Customization Window is given below.

 

 

 

Name: Enter the name of the filter in this field.

 

Description: You can enter a brief explanation of what this filter does.

 

If: The 'If' section is used to add the conditions that will be used to segregate the tickets.

 

 

The first dropdown has two options, All Any. If set to All, the filter will work only if all the defined conditions are satisfied. In case the Any condition is applied, the filter separates the tickets even if one of the conditions are satisfied.

 

The second dropdown also has two options. The From Email clause divides the tickets on the basis of the email address of the ticket sender. The With Subject clause divides the tickets on the basis of the subject of the received ticket. 

 

You can add another condition with the Add Condition icon.

 

 

Inbox: Select the inbox you want to send the ticket to.

 

Staff: Once you select an inbox, its agents will be displayed in this drop-down menu. If you want the filtered tickets to be answered by a specific agent, select their name from the dropdown.

 

Priority: You can set the priority of the tickets with this menu.

 

Label: You can apply labels to the filtered tickets with this option.

 

 

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