Filters in the Order Table

Frequently Asked Questions

How do I edit a personal filter?

1. Click on the desired personal filter in the list
2. In the top right corner, click “More” (⋮)
3. Select “Edit personal filter”
4. Make your changes:
   • Adjust the filter parameters
   • Update the name if needed
5. Click “Save”

How do I delete a personal filter?

1. Click on the desired filter in the list
2. Click “More” → “Edit personal filter”
3. In the top right corner of the editor, click the trash icon

Deleted filters cannot be recovered.

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Working with ticket Filters

Working with the full list of orders can be inconvenient. Tickets may have different statuses, be assigned to different team members, or have other variations.
HelloClient offers flexible filter customization for more efficient workflow.

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How Does It Work?

• 🔍 Filters can be pinned to the top panel for quick access
• ⚙️ Filters can be created and edited from the menu to the right of the search bar

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Example: “Active” Filter

Displays all tickets with the “Active” status. Filter parameters:

Status: Active
Assignee: Any
Order Type: All

How to Set Up and Save a Filter?

1. Click “Add a personal filter” to the right of the search bar
2. Enter a name for your filter
3. Choose the filtering parameters and save it
4. The new filter will appear in the top panel.

Important!

To delete a pinned filter, click on it first, then use the filter edit button (to the right of the search bar).

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You might be interested in:

• Ticket table in CRM
• Ticket number counter