Create predefined searches

An easy way to group your tickets based on different criteria is to create a predefined search. To do this you will need to:

 
Step one

Access the Open Advanced Search area through:

  • Open Advanced Search
  • Search tickets from the Tickets - Dashboard menu item
 
Step two

Select your desired criteria from the advanced search page.

If you are logged in as a staff member two new search fields will appear:

  • Customer: search by customer's name, username or email address.
  • Staff Member: search by staff member's name, username or email address. You can type 0 to search for unassigned tickets.

Apart from these fields you can also Search only flagged tickets.

  • Advanced search layout
 
Step three

After the search results are displayed you will notice a "Save search" link above the results table, click on the link.

  • Search filters can be saved by clicking on the "Save" button for later use.
 
Step four

Enter the name of your search and choose if you want this to be your default view when you log in.

  • Add a name for your search and click "Save".
 
Step five

After adding the desired name for this new search, save your current settings.

  • List of saved searches
 
Note:

If you have more than one predefined search configured, you can manage them by creating a new RSTickets!Pro menu item. You will have to select the "Predefined Searches Layout" for the ticket menu type.

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