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Enable your support and sales teams by giving them the visibility they need. With this Zendesk and SugarCRM integration your teams will be able to stay up-to-date on all relevant records whether you are in Zendesk or in Sugar.

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#3128 - Filter of dashlet

Closed General Question created by OpenSymbol Srl Verified Purchase 2 years ago

We need to have an immediate view into the dashlet of account module of the info below:
- how many tickets are open for each customer
- how many tickets have been resolved by help desk
- how many tickets are bug issues.

May you please help me?

  1. chad member avatar

    Hello, we do have a dashlet that is available on the Account view. It allows you to see the Zendesk tickets from related Sugar Contacts. It is filterable and looks like this:

    Screenshot 2017-06-05 09.41.21.png

    With that dashlet you can see each ticket based on status and priority. Does that get you close enough?

    Thanks!

  2. LauraGiacometti member avatar

    OpenSymbol Srl Verified Purchase

    2 years ago

    Thank you for your reply. We have seen the filters, but we also need the other requested functionalities; i.e.:
    - Number of tickets (not number of page)
    - Possibility to filter tickets by tag
    Is it possible to do these customizations?

    • chad member avatar

      Hello, sorry for the delay on this. I think it will be possible, but I'm looking into what specifically it will take to do this on our side. I'll have more information for you early next week. Thanks!

  3. LauraGiacometti member avatar

    OpenSymbol Srl Verified Purchase

    2 years ago

    Hello, any news about this?

    • chad member avatar

      Sorry again for the delay. Adding the number of tickets is pretty straightforward. I can get that added to the dashlet in the near future.

      Being able to filter on tags will require more effort. I'll reach out over email with more details.

      I'm going to go ahead and close this case out for now and we can continue the customization talk over email. I'll be emailing the email address we have on file. Thanks!

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