Video duration: 1m 38s – Last updated: 15 July 2024
Quite often, a technician may remember working on a similar problem but can’t pinpoint when it was or what they did.
Using Insights’ advanced time entry search, you can quickly and easily search for keywords on any ticket.
The search period defaults to the past year but can be changed to search through different time periods.
The search feature defaults to the current client, but clearing the client name will search through all clients.
Search results are presented in a list, by default scored by the relevance of the keyword. They can also be ordered by the ticket date or the number of work hours recorded against each ticket, and filtered by current technician or by the staff member who raised the current ticket.
When hovering over the results, you can open the tickets in a new tab, or use the summary feature to see the work that was carried out and how it was solved.
