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How to Customize Ticket Grid View Columns in the Customer Portal
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Using the column chooser, users can customize the ticket grid view by selecting up to 10 fields to display. It also allows setting custom fields. Follow the given steps to personalize your ticket grid view:
- Select the column chooser option above the ticket grid. A dropdown menu will appear, where you can choose the required fields to display like Status, Priority, Subject, Created On, Type, Last Replied On, and other custom fields.
- After making changes, click Apply.
- You can reorder the fields by using the Reorder option.
By following these steps, you can enhance and personalize your ticket management experience in the customer portal.
- Only contacts that belong to a contact group are able to view the “My Organization Tickets” tab in the customer portal.
- To be able to choose a field in the column chooser, the field visibility must be enabled for the customer portal.
- When rearranging the fields in the column chooser, the ticket ID cannot be relocated and will always appear in the first column.
- The column chooser will apply to My Tickets, Tickets I’m CC’d On, and My Organization Tickets.
To allow contacts within the same contact group to access “My Organization Tickets” in the Customer Portal, please enable Organization Ticket View under Admin Portal > Settings > General as illustrated below.
