Question

Sorting tickets based on contacts

  • 17 April 2023
  • 5 replies
  • 84 views

Hello!

Is it possible to sort tickets by contacts, e.g. using the provided name or email address of the contact?

Or alternatively to have an overview of the number of tickets / tickets when viewing all contacts.


We usually have several tickets from the same contact and overviewing them or sorting through them would be easier if we could sort tickets based on contact info.


Greetings!


5 replies

Badge

Hi Splendid W,

Hello!

Yes, it is possible to sort tickets by contact information in most ticketing systems. You can usually search for a contact by name or email address and then view all of the tickets associated with that contact.

Alternatively, some ticketing systems may have a feature that allows you to view the number of tickets associated with each contact. This can help you get an overview of the number of tickets from each contact and prioritize your responses accordingly.

I suggest checking the documentation or contacting the support team of your ticketing system to see if they offer these features and how to use them effectively.

Hope this helps!

Regards,

Bryce June

Userlevel 3
Badge +5

Hi @SPLENDID W 

Greetings from Freshworks community.

Freshdesk support filtering option based on contact however Sorting based on contact is not natively available as an option in the product.

Alternatively, you can get the same from the analytics where the pivoted information of the contact to ticket can be arrived based on the metrics. Below URL shows the detail on metrics available in the product. Also, you can check on the curated reports that come with the product for cloning and tweaking it as per your requirement.

https://support.freshdesk.com/en/support/solutions/articles/50000000041-support-metrics-in-freshdesk-analytics

 

Cheers,

Badge

Hello!

Yes, it is possible to sort tickets based on contacts using their provided name or email address. This can help you organize and manage tickets more efficiently. However, the ability to sort tickets by contact information may depend on the specific ticketing system or software you are using.

Here are a few possible approaches you can consider:

1. Search Function: Most ticketing systems provide a search functionality that allows you to search for specific contacts by their name or email address. By entering the contact's information in the search field, you can filter and view all tickets associated with that contact.

2. Ticket Views: Some ticketing systems allow you to create custom ticket views or filters. You can create a view that displays tickets grouped or sorted by contact information. This way, you can easily access all tickets associated with a specific contact.

3. Custom Fields: If your ticketing system supports custom fields, you can create a custom field specifically for contact information. You can populate this field with the name or email address of the contact for each ticket. Then, you can use this field to sort or filter tickets based on contact information.

4. Integration with CRM or Customer Database: If you have a customer relationship management (CRM) system or a customer database, integrating it with your ticketing system can provide a more comprehensive overview of tickets for each contact. This integration can allow you to access contact details and related tickets in one place.

It's important to check the documentation or reach out to the support team of your specific ticketing system to understand the available options for sorting or organizing tickets based on contact information. They can provide you with more detailed instructions and guidance based on the capabilities of your ticketing system.

By implementing these methods, you can gain better visibility and organization of tickets associated with specific contacts, making it easier to track and manage customer interactions.

 

Regards;

David Johnson.

Badge +1

Hello, SPLENDID

Yes, it's possible to sort tickets by contact using their name or email address. This can be done with a ticket management system or CRM tool. You can associate each ticket with the corresponding contact and then use sorting or filtering functions to group and view tickets by contact.

Some systems also provide overviews of ticket counts per contact. These features make it easier to manage and track tickets associated with specific contacts.

Sorting tickets based on contacts can be a useful way to organize and manage your support or ticketing system. pull mod apk Here's how you can sort tickets based on contacts:

  1. Access your ticketing system: Log in to your ticketing system or support platform where the tickets are stored.

  2. Locate the sorting options: Look for the sorting options within the interface. This may be represented by a sorting icon, a dropdown menu, or a column header.

  3. Identify the contact column: In the list of tickets, identify the column that contains the contact information. This column may be labeled as "Contact," "Customer," or something similar.

  4. Sort by contact: Click on the contact column header or select the sorting option associated with the contact column. This action will sort the tickets based on the contact information.

  5. Choose ascending or descending order: Depending on your preference, you can choose to sort the tickets in ascending (A to Z) or descending (Z to A) order based on the contact names.

Reply