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XBar Open Ticket Criteria

Status: Accepted
by Skilled Commentator David_Nelson on ‎09-15-2014 04:22 PM

The XBar allows you to see if the contact has open tickets, and if yes, to see the list of those open tickets and maintain those tickets, in XBar.  Excellent!

 

In the Saleslogix Windows and Web client, the criteria for the groups of open tickets is status <> "closed", which is correct to me.  However, the criteria in XBar seems to be status = "open", as it does not show "in progress" or other status values we have added to the pick list.  So many open tickets we consider open don't show up in the XBar.

 

My request, at a minimum, is the open ticket criteria in XBar be changed to match the ticket groups, where status <> "closed".

 

(Beyond that, ideas that come to mind are: (a) Allow the selection of a group to be used as the criteria or otherwise allow modification of the criteria, (b) Option to list all open tickets for the account that the contact is under.)

Status: Accepted
Comments
by Employee
on ‎09-15-2014 04:29 PM

Thank you for the feedback David!  In Xbar, we do plan to introduce configuring of groups, much like the metaphor used in the Mobile client.  For the update, the ability to configure those groups won't exist, however they will be a part of the next release in the next couple of months!

 

I'm capturing your feedback and use cases to make sure those get logged.  Thank you again!

by Moderator Moderator
on ‎09-15-2014 04:30 PM
Status changed to: Accepted
 

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