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Product Documentation Operations Portal CRM Employee Mobile App Configure Employee Mobile App Apply Filters to the Ticket Screen

Employee Mobile App - Apply Filters to the Ticket Screen

  1. Tap the "Menu" icon

    To find apply filters to the ticket screen in the employee mobile app, tap the "Menu" icon.

  2. Select "Tickets"

    Then, select "Tickets". In order to access and update "Tickets" you will need to be set up either as an "administrator” or a "superuser", or have the roles of: "ticketView" and "ticketEdit".

  3. Tap the "Show/Hide Columns" icon

    Tap the "Show/Hide Columns" icon.

  4. Select the column filter that you would like to use

    Tap on the column filter you would like to use to search for a ticket. You can use multiple filters.

  5. Tap the filter dropdown

    For example, if you would like to filter by Ticket number, tap the dropdown icon next to it.

  6. Tap the dropdown to see options

    Then, tap on the dropdown again to see the options on how you want to filter data.

  7. Select from the options

    Select from the options.

  8. Enter the needed data

    Enter the needed data. In this case, the ticket # you're trying to search.

  9. Tap "Apply"

    Then, tap "Apply" and your filters will be set.

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