How can I reduce the number of statuses on the 'My Agents' page?

Modified on Thu, 12 Dec at 6:50 AM

Use Case:


User wants to simplify the "My Agents" page by removing specific status fields that are irrelevant for their agents’ daily workflows. For instance, statuses like "Closed No Action Taken" might clutter the view and distract from active cases requiring attention.


UI design:

The statuses displayed on the "My Agents" page in SupportLogic are determined by the system's case status field and cannot be entirely removed from the page.



Alternative Solution:

To manage your view and focus on specific statuses, you can use the Global Filters feature. Follow these steps:

  1. Go to the Global Filters Section:
    Access the global filter options from the top of the page.

  2. Navigate to Quick Filters:

    • Select Quick Filters.
    • Under Case Fields, click on Status.
  3. Choose Specific Status(es):

    • From the list, select the status(es) you want to view (e.g., "Open" or "In Progress" or "New").
    • This will filter the cases on the "My Agents" page to display only those matching the selected statuses.

Result:

By using the Global Filters, your "My Agents" page will only show cases for the statuses you selected, providing a cleaner and more focused view without modifying the default column settings.




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