Filtering incoming tickets by email addresses or customer ID's | Community
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Filtering incoming tickets by email addresses or customer ID's

  • March 7, 2023
  • 3 replies
  • 0 views

Alejandra13

Hi!
I'm trying to filter new incoming tickets into an specific "view" that I created, but I can't seem to make it work, what I'm trying to retrieve are the list of new tickets by email address or customer ID if possible,

I created a "field" with the customer ID's but still not working

 

Thank you!

3 replies

Samm
  • March 8, 2023

I'm not aware of a native way to do this. 

A bit of a messy approach could be to add customer id as a ticket field and pass this through on each request. That way you could 'group by' that field on the ticket view you're creating. 


Alejandra13
  • Author
  • March 8, 2023

Thanks a lot Samm, I did the following:
1. Added the Customer ID as a ticket field 

2. I created a View with that ticket field

But for some reason it doesn't retrieve the customer's ticket :( , perhaps I'm doing something wrong? 


  • March 14, 2023
Hi Alejandra,
 
Have you tried this approach, you can tag a user or an organisation. When a user creates a ticket, these tags will be added to the ticket
 

 
Then, you can then use that tag in a Ticket view condition. 

Tags >> Contains at least one of the following >> test_tag
 


I hope this helps. Thank you!