How to Filter Tickets by Status in the BoldDesk Customer Portal
BoldDesk allows customers to quickly refine their ticket list using the Status filter built directly into the Customer Portal interface. This helps users locate open, pending, closed, and CC’d tickets efficiently.
Understanding the Status Filter in the Customer Portal
The Status filter is a built‑in control located at the top-left area of the Customer Portal ticket list. Customers can use it to display only the tickets that match one or more selected statuses.
Steps to Filter Tickets by Status
1. Open the Status Filter
In the Customer Portal, locate the Status filter positioned at the top-left corner of the ticket list.
This menu displays all available status categories configured for your help desk.
2. Select One or More Statuses
Choose a status (e.g., Open, Closed, waiting your reply) to filter your tickets.
The filtered list includes:
- Tickets you created
- Tickets where you are CC’d
3. Apply Multi‑Status Filtering
BoldDesk supports multi-select, allowing you to filter by multiple statuses at once to refine results further.
You can also select multiple status options to filter the tickets.
Frequently Asked Questions (FAQs)
1. Can customers filter tickets by more than one status at a time?
Yes. The Customer Portal supports multi-status filtering, allowing users to combine multiple statuses for more precise results.
2. Does the status filter include tickets where I am CC’d?
Yes. Both your tickets and tickets where you are CC’d are included in the filtered results.
3. Are ticket statuses customizable by administrators?
Yes. BoldDesk admins can define and customize ticket statuses in the admin configuration area to match organizational workflows.
4. Is the Status filter visible to all Customer Portal users?
Yes. All contacts with access to the Customer Portal can view and use the Status filter.
5. Will the filter reset automatically when I return to the Customer Portal?
Depending on your browser session, filters may reset when the page reloads or when you navigate away. Users can easily reapply filters with one click.
