The Team’s Open Issues Smart View is a default Smart View that is only visible for Supervisors who have Queues enabled on their Dashboard. This Smart View only includes two types of Issues: Issues w...
smart views
How do permalinks work for Smart Views & individual Issues?
Permalinks for Smart Views look like this: https://support.helpshift.com/admin/issues/1-10/ The 1-10 part of the URL is our unique identifier for the Smart View that you are working out of. If you hap...
Guide: Setting Up Smart Views
Smart Views allow you to optimize your workflow by automatically filtering Issues into folders by platform, app title, Issue status, assignee, tags, Custom Issue Fields, and more. Team members have ac...
How do I use Smart Views to improve workflow?
Larger support teams with many different Smart Views are best served by organizing related Smart Views into folders for easy navigation for Agents and other team members. To provide the best user expe...
How do I use Smart Views & Automations to filter email Issues by app, platform, or language?
Email Issues by nature come with no data aside from the email address of the sender and the text in the message. You can complete the steps below to effectively categorize and organize email Issues us...
What are Smart Views, & how do I use them?
Smart Views are the equivalent to Views in other customer service platforms. Smart Views can be customized by Issue status, operating system, language, tags, assignee, and more. By default, there is a...
How do I organize Smart Views into folders?
As your support team and organization grows, so will your list of Smart Views. Organizing Smart Views into Folders allows you to maintain a clean Dashboard while allowing your Agents to quickly access...
How do I reorder my Smart Views?
To reorder Smart Views and Shared Smart Views, navigate to Issues, click the gear icon at the top of the list of My Smart Views, then click the ‘Change Order.’ button. This will enable you...
How do I use Smart Views to filter web Issues by app, platform, or language?
You may notice when creating a Smart View for web Issues that if you select either Email or Web as a Platform when creating a Smart View, the drop-down to select specific apps or languages will be dis...
How do I edit or remove an existing Smart View?
To edit or remove an existing Smart View, navigate to the Issues page, click the title of the Smart View you wish to edit or remove as listed under the ‘My Smart Views’ header, then click ...
How do I create an ‘All New Issues’ or ‘All Issues’ Shared Smart View for Agents?
By default, only Admins can see automatically generated ‘All New Issues’ and ‘All Issues’ Smart Views. Helpshift promotes a workflow where Agents work out of Issues that are ei...
How do I create Smart Views?
Smart Views allow you to create an organized, filtered view of Issues by platform, app title, Issue status, assignee, tags, Custom Issue Fields, and more. There are two types of Smart Views in Helpsh...