Compact view mode in HappyFox is an alternate layout for agents to visualize a larger list of tickets in a tabular fashion.
Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️Enterprise Plus
What's New ✨: "Last Modified" added as a new selectable column in the custom compact view.
Advantages of Compact view:
- Fits more tickets in lesser view area.
- Includes custom fields in list view.
- Resizable columns to fit more details about each ticket.
Steps to enable compact view:
- Go to Profile >> My Settings
- Navigate to the Ticket Preferences tab
- Choose compact in ticket list view dropdown
Note: View ticket preferences changes are configurable at per agent level.
Alternatively,
- Click the view switcher on the top right of the ticket list screen.
- Choose "Compact View Mode".
Compact view has two field layout options:
- Default view: Default set of columns which cannot be modified.
- Custom view: Customizable list of columns to pick from.
Default View:
The default view shows few of the most important fields as columns:
- Status
- Subject
- Assignee
- Contact
- Category
- Last Updated
- Last Modified
Note: The order and fields of default view of compact view mode cannot be changed. To customize your compact view mode, choose "Custom View" as shown below.
Custom View:
The custom view allows you to customize the columns represented and also determine their order.
Custom view also allows agents to add "Ticket-Custom Fields" and "Contact Custom Fields" to the list of columns to be represented in compact view mode.
Steps to customize Compact view:
-
Click the view mode toggle on the top left.
-
Select the Custom View.
-
Select/De-Select the fields you want to add/remove to/from the compact view.
-
Drag the individual fields to reflect their order in columns.
Note: Subject field cannot be removed from the list
Ticket Details/Quick Preview Navigation:
In addition to these columns, there are the following options provided:
- Pin
- Subscribe
- More actions - (Change - Status, Priority, Assignee and Due Date)
- Un-responded / SLA status indicator
- Attachment indicator
To know how to set Compact View mode in HappyFox Classic, refer to the document attached.