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Global Search > Requests - Add Organisation as criteria


Martyn Houghton
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  • 1 year later...

@James Ainsworth @Steven Boardman

Is this being considered?

For those of us who undertake external facing support where an request may have been logged by a number of people at an external organisation, being able to retrieve by organisation rather than an individual is quite important for us.

Cheers

Martyn

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@James Ainsworth

When you say the advanced filter, what do you mean in relation to requests, as there is no advaned fitler option show for request results.

image.thumb.png.1d83d08bf1c7c6087c5ce61967c3ae8a.png

 

Compared to Organisations

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We are wanting to search the requests themselves, looking in the Details, Timeline and Historic Updates. This is not achievable by retrieving a list of requests in the organisation record not even the request list views.

Cheers

Martyn 

 

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@James Ainsworth

We have customer with hundreds of tickets. We are attempting to use the 'Global Search' to search the requests timeline and historic updates. The Organisation view and Request List do not have the capability to search these.

This is part of leveraging the existing information and knowledge contained in the requests.

Cheers

Martyn

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  • 1 year later...

@James Ainsworth @Steven Boardman

Any update on adding Organisation option on the Global Search facility. As advised we have customer with hundreds of tickets. We are attempting to use the 'Global Search' to search the requests timeline and historic updates. The Organisation view and Request List do not have the capability to search these.

Cheers

Martyn

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