Hello, new user of Monday Service still learning about the platform’s customization options. The ticket helpdesk template has been relatively simple to customize, but there are some solutions I’m having trouble implementing.
For my purposes it is essential that customer histories be easily viewable from the ticketing dashboard. To elaborate, I need to be able to easily view a record of all the tickets associated with a particular company or individual. I would imagine some sort of setup in which each ticket item can be categorized according to the information from one or more column, into an internal list that can be viewed and updated by agents. This internal list would be referred to often, and ideally it would be accessible from a column or even the item itself.
There are parts of Monday Service’s existing structure that resembles what I’m looking to achieve, like the “Updates” tab associated with each item. If the update tab could somehow be changed to contain updates from multiple items, joined together by shared company or contact info, that could be satisfactory.
Grouping items on the dashboard is unfeasible, as there would be too many categories on the dashboard at once. I also understand that tickets can be manually sorted according to the items of another board, but organizing and accessing tickets this way seems too cumbersome for how often the history must be accessed.
I hope I’ve done a decent job explaining what it is I’m looking to accomplish with Monday Service ticketing. I’m open to the idea of reorganizing dashboards or even installing an app or two from the marketplace, but I’d like to avoid additional integrations from other paid services like Zendesk.
Thanks for your attention!