Display view
Overview
Maximize your efficiency by customizing which labels and CRM fields are visible on your request cards. Simplify your workspace with a more cohesive and streamlined view.
Display view customizations are user-specific. Each user has the ability to personalize their card, list, and drawer views to their preferences.
Card customization options:
- First response SLA: View the status of your first response Service Level Agreement (SLA) as either overdue, on track, or delayed, providing immediate insight into response timelines.
- Resolution SLA: Monitor your commitment to clarifying customer issues, displaying whether the resolution time is within, past, or approaching the SLA due date.
- AI tags: Quickly spot essential elements in requests with AI-generated tags, summarizing key points for easy reference.
- CRM fields: Seamlessly integrate and access fields from your CRM tools, such as Hubspot or SFDC, assuming the configuration is complete.
Steps to personalize your dashboard:
- Navigate to your dashboard and click the 'Display' button, which is located in the upper right area.
- Use the checkboxes to select which labels and CRM fields you wish to see.
- Open a request card to confirm your display settings are applied.
Your display view preferences are permanently set, even after logging out, and will persist until user updates them.
Updated 12 days ago