Help Desk Views Customization Experience and Improvements

What is it?

This set of updates unlocks more ways to customize and manage the views sidebar in the help desk. Via the new Views Customization page in Settings, you can now:

1. Have complete visibility over the views in help desk, including private views
2. Manage sharing for default and custom views
3. Set a homepage view
4. Be notified when the portal is encroaching on custom view limits

Why does it matter?

Support teams, especially those with complex structures, depend on views to segment and organize the help desk. One of the most consistent pieces of feedback we hear is the need for greater control and flexibility in managing these views. Admins face challenges due to limited visibility into view usage and a lack of options for tailoring the views sidebar to make the workspace focused for teams.

With these enhancements, the help desk views section is now fully customizable. Admins benefit from a scalable way to manage views, making it faster and easier to set up and maintain workspace organization. Support teams can focus on the views relevant to their responsibilities.

How does it work?

How to access

• Navigate to the Views customization card in Help Desk Settings

Views customizations page

Super admins can manage views via Views Customization.

• Click "Edit" to manage sharing options for default and custom views.
  • Default views can be hidden, shared with specific users and/or teams, or made public.
  • Custom views can be private, shared with specific teams, or made public.
• Click "Set as homepage" to set a default homepage view for the portal.
  • Views must be made public in order to be set as a default.

• A banner is displayed when the portal has reached 75% of their view limit.

Who gets it?

This feature is available to Service Professional and Enterprise customers.

Have feedback?

Email us directly at helpdeskfeedback@hubspot.com.

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