Overview Pages of Menu Items

You can access the values/data sets of the individual menu items of the left menu bar (e.g. ticket overview, ticket properties, customers, etc.) by clicking on the corresponding item. From the listed overview, the values can be opened and edited or removed and it is possible to add new data sets.
Overview pages consist of a toolbar and the listed data sets of the selected menu item.

Topics of this article:
Toolbar of Overview Pages
Search within Overviews
Sorting Data Sets in Overviews

You can find more information about ticket overviews here.

Toolbar of Overview Pages

Functions contained in the toolbar:

• Search function - for more information see the next paragraph Search within overviews.
  Depending on the configuration of the ticket view, additional filter options are available in the toolbars of ticket overviews.

• Button to add new data sets e.g. 'New Status'. This button is globally available in the top toolbar for the manual creation of new tickets.

• Only in ticket overviews: Toggle function for switching between table and card view.

• Use the drop-down to set the number of data sets you wish to see per page.

Explanations of the fields listed in the individual overviews can be found in the corresponding articles for these menu items.

Search within Overviews

The results of an overview can be searched by entering search terms in the search field (). Search terms are not case-sensitive. The search option within ticket overviews differs from the other overviews in view of the information it contains.

• Search in Ticket Overviews
  The ticket fields ticket number, customer, agent name and subject can be searched in ticket overviews. Which fields are searched depends on the entered search term - see Ticket Overview.

• Search in all other overviews except ticket overviews
  In addition to searching in ticket overviews, a search function is also available within all other overviews. Within these overviews, the following data fields of the overview are searched with the entered search term:

  • For customers and users, the data fields of the lastname and e-mail address are searched. In addition, users can be filtered according to groups.
  • Within all other overviews, the first data field, i.e. the name field of the overview, is always searched.

Sorting Data Sets in Overviews

Sorting allows you to change the order of the listed data sets based on your requirements. More than one field can be used to sort an overview.

Note: Sorting only applies to your active/current browser session and is not saved globally.

In the header, select the column names by which you want to sort. With one click on the desired column name, the data sets are sorted in ascending order, another click sorts the data in descending order and with another click the sorting is deactivated. When a column has been sorted, an arrow next to the column name shows the selected sort order (up arrow for ascending and down arrow for descending order). You can see which columns can be sorted by hovering over the individual column names in the header - the sorting symbol ( or ) appears.