Cayzu allows administrators to create and manage views for themselves or for all agents/groups in their help desk. Administrators can choose to hide or edit views and also grant permission to other agents to manage their own views.
To create a private or public custom view, follow these steps, or watch our Youtube Tutorial;
1. Login to your Cayzu help desk portal
2. Click on Admin (left side menu) to access the Admin section
3. Click Manage Views next to View
4. Click Actions, Add View on a top right.
5. Now specify the View Name and select if this view will be public (all agents), private (Myself Only), for selected agents (Agents), for special groups (Groups).
Note: Making it public (all agents) will display this view to ALL agents in your help desk. Making it private (Myself Only) will make it visible to yourself only.
6. Choose the display conditions that you want to use.
7. Now choose the fields from the drop down that you want to display in the column for the new view
8. (Optional) Drag and drop fields to re-arrange the order of the columns in your new view.
9. Once complete, Click Save to create the new view.
Want to know more about Cayzu Help Desk. Visit https://www.cayzu.com
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