Showing the customer context panel by default in the ticket interface

Return to top
Have more questions? Submit a request

7 Comments

  • Jorge Moreno

    Thanks! This is really useful. Ideally, I am missing the option of limiting the default context setting to certain groups (even better if you can set it up for to more than one group, and also for particular agents)

    0
  • Allen Hancock

    It took a moment to find in the agent view, so I thought I'd point this out:

     

    • The panel can be switched to the Context Tab using:    ctrl alt ,
    • The panel can be switched to the Ticket Tab using: ctrl alt .

     

     

    1
  • Brett - Community Manager
    Zendesk Community Team

    Thanks for sharing Allen!

    I'll see if we can get this article updated to add these keyboard shortcuts :)

    1
  • Rob Stack
    Zendesk Documentation Team

    Thanks Allen and Brett, the shortcuts are now added to the article. That's a great tip!

    0
  • Kalle Windefalk

    I would like to have the option that your default tab always is defaulting back to the standard setting when selecting other tickets.  

    Once you've clicked the ticket tab, the ticket tab remains focused when opening other tickets (and vice versa). Agents forget about the interactions tab and it would be great if I could choose this forced method

     

    0
  • Devan - Community Manager
    Zendesk Community Team

    Hello Kalle Windefalk,

    When an agent clicks on the tab that displays the interactions of that ticket moving to the next ticket should automatically open displaying that tab. Your agents upon initial login might have to click on the tab for the first ticket the work on, but as long as they are navigating from ticket to ticket, this should remain as default. Do let us know however, if there is a more specific use case you are referencing. 

    Best regards. 

    0
  • Kalle Windefalk

    Hi Devan - Community Manager and thanks for your quick reply. 

    "When an agent clicks on the tab that displays the interactions of that ticket moving to the next ticket should automatically open displaying that tab"

    Yes, this is my problem =). I have selected the customer context tab as default so everyone starts with that view. Let's say the first ticket an agent handle need to be escalated to another group > Clicks the ticket view and take the next ticket > Returning back to customer context tab is forgotten and the agent risk to miss information from the interaction list. As a remedy for this I would like my standard choice to automatically reset for the next ticket. The default settings should in my opinion always be default and not only "default view when logging in". 

     

    0

Please sign in to leave a comment.

Powered by Zendesk