Save Filters | Voters | ExpertConnect

Save Filters

Lynne Morton

Hold the filters selected on the type of calls. Currently if you leave the Calls page the filters go back to default and you have to select the filters again.

November 29, 2023

Shawn McCready

Agree!

Payton Douglass

Merged in a post:

Save Default Ticket View

Josie Burgett

Ability to save the default ticket view to more than 25 tickets.

February 5, 2024

Payton Douglass

Merged in a post:

Ability to Save Filter Searches in Insights

Molly Brugger

On the Insights tab, after filtering on the right hand side, it would be helpful to be able to save certain filter searches so you don't have to re-filter every time.

February 5, 2024

Keith G.

There needs to be a default view set where we would like it and saved.

Keith G.

With more teams being added to our organization, this feature needs to be looked at again. Allowing us to set defaults would be helpful, then if we need to change the filter settings for a specific search would be easier. With the time it takes for insights to load, any help would be beneficial in my opinion.

Payton Douglass

Merged in a post:

Default view in Tickets page

Barry Peterson

I would like to suggest the ability to set a default view on the tickets page. The ability to select My Tickets or Team Tickets as the default landing page.

December 7, 2023

Payton Douglass

Merged in a post:

Default views

Matt Morrell

It would be helpful if we could set up a default view on the dashboard. 99% of the time we use Team Tickets. Occasionally we check My Tickets if we are searching for a conversation with a client. Every time we click off of a ticket and back to the dashboard it defaults back to My Tickets. Would be nice to set a default that takes me back to Team Tickets.

December 7, 2023

Aaron Boggs

I have the same request for Insight screen. Ability to set and save filter settings.

Keith G.

Creating a saved default or having the ability to save a filter would make this screen more user friendly. It works, but as stated above, you have to apply the filters every time. We have several teams within our company and advisors on each team. This would help save a little time.

Payton Douglass

Merged in a post:

Default filter for Insights

Aaron Boggs

Ability to have defaults save when going into Insights page. I want to see just my teams and not all of them. Can filter now but it doesn't save setting.

May 5, 2023

→