A Custom View allows you to save a specific set of filters and easily access tickets that match those criteria. This helps support teams organize and monitor claims and support tickets based on their requirements.

Step-by-Step Guide to Create a Custom View

1. Login to Dyrect Portal

• Login to the Dyrect Admin Portal using your credentials.
• Navigate to Claims and Support.

2. Apply the Required Filters

• Use the filter options available at the top of the Claims and Support page.
• Select the filters based on the tickets you want to include in the view.

Available filters may include:

• Created Date – Filter tickets based on when they were created.
• Brands – Filter tickets for a specific brand.
• Category – Filter tickets based on the selected category.
• Other available filters as required.

You can apply multiple filters together to create a more specific view.

3. Save the View

• Once all the required filters are applied, click on Save.
• Select Save as new view.

4. Add View Details

Enter the required information for the custom view:

• View Name – Enter a clear and relevant name for the view.

  Example: Open Warranty Claims

• Description – Add a short description explaining the purpose of the view.

  Example: This view displays all open warranty claim and support tickets.

• Who Can Access – Select who should have access to the view:
  • Only Me – The view will be accessible only to you.
  • Everyone – The view will be accessible to all users who have access to Claims and Support.
    
    
    
    

5. Save the Custom View

• Review the selected filters and access settings.
• Click Save.
• The custom view will be created and available under the Views section.

Example

For example, if you regularly need to monitor open warranty claims, you can create a custom view with:

View Name: Open Warranty Claims
Description: View of all open warranty claims.
Filters: Select the required status/category/brand filters
Who Can Access: Everyone

Once saved, you can open this view whenever required without applying the filters again.

Conclusion

Custom Views make it easier to organize and manage Claims and Support Tickets. By applying the appropriate filters and saving them as a custom view, users can quickly access relevant tickets and share commonly required views with their team.

FAQ

1. What is a Custom View?
A Custom View is a saved set of filters that displays tickets matching specific criteria.

2. Can I apply multiple filters to a Custom View?
Yes, multiple filters can be applied to create a more specific view.

3. Can I keep a Custom View private?
Yes. Select Only Me under the access settings to keep the view accessible only to you.

4. Can I share a Custom View with my team?
Yes. Select Everyone to make the view available to other users with access to Claims and Support.

5. Can I change the filters after creating a Custom View?
Yes, you can update the view by modifying the filters and saving the changes.

6. What should I enter in the View Name and Description?
Use a clear name that identifies the purpose of the view and a short description explaining which tickets the view contains.