Per agent you can assign under Preferences > Home Screen the side pane dashboard, or you can do this under the Reporting General Settings. The document in the comments has detailed instructions for this.
Yeah for sure! It's just a report that you create and place in the dashboard. Although depending on how many tickets you have assigned it can get a little messy. The dashboard already includes a highlight of the ticket in the event the ticket has an unread update.
You and Connor rock! Love the vids you both are doing!
Nice walk thru and a compelling new feature!
Thanks!
Did not catch how you turn on the Dial Button feature in the top ribbon for the Side pane dashboard?
Globally under Reporting General Settings you can set a default side pane dashboard, or per agent you can set it under their preferences!
Nice.. thanks for sharing. How do you deploy this personally or organisationally?
Per agent you can assign under Preferences > Home Screen the side pane dashboard, or you can do this under the Reporting General Settings. The document in the comments has detailed instructions for this.
Very nice add-on!
Thank you!
@risingtidegroup Is it possible to do this but show tickets assigned to the agent and have the status of Customer Replied?
Yeah for sure! It's just a report that you create and place in the dashboard. Although depending on how many tickets you have assigned it can get a little messy. The dashboard already includes a highlight of the ticket in the event the ticket has an unread update.