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1. Open NextTicket on the MSPbots app. Navigate to Apps and select NextTicket from the apps list. 
2. On the NextTicket dashboard, click the Tickets filter and select Add New Filter. 
   
3. Set up conditions on the Filter Settings window that appears. 
   Image RemovedImage Added 
   1. Input a Filter Name.
   2. Click the + Image Added icon to add a condition and select the needed PSA field(s) and operators operator(s) to define the ticket pool. The commonly used filters are  Service Boards/Queue, Ticket Status, and Closed Flag are commonly used filters. You can also use the + Image Added icon to add a group. 
   3. When done adding conditions, click the Preview button to test if the tickets pulled are the ones that you want to show.
      

      Note
      Select a user on the main dashboard before using the Preview button to ensure that the function will work successfully.

   4. Once satisfied with the filter settings, click Save.Note: If

      Info
      If a PSA field

      you want to use

      is

      currently

      not available from the dropdown list, please

      submit a request

      reach out to our

      support team.

      Support Team at support@mspbots.ai.

How to Edit a Filter

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You can edit an existing filter by doing with the following steps:Image Removed

1. Navigate to Apps on the MSPbots menu and select NextTicket.
2. On the main dashboard, click on the 2nd dropdown.Click the pen icon along Tickets filter dropdown and click the Image Added  icon corresponding to the filter you want to edit.On the Filter Settings window, update the name or conditions. 
   Image Added
3. Click "Save" to save the changes made. Save when done editing. 

How to Copy a Filter

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You can copy /or clone an existing filter by doing with the following steps:Image Removed 

1. Navigate to Apps on the MSPbots menu and select NextTicket. 
2. On the main dashboard, click on the 2nd dropdown.Click the copy icon along Tickets filter dropdown and click the Image Added icon corresponding to the filter you want to copy. 
   Image Added
   A copy of the selected filter should will be added to the dropdown list. 
   Image Added

How to Delete a

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Filter 

You can delete a filter by doing with the following steps:Image Removed 

1. Navigate to Apps on the MSPbots menu and select NextTicket. 
2. On the main dashboard, click on the 2nd dropdown.Click the trash icon along the filter name Tickets filter dropdown and click the Image Added icon corresponding to the filter you want to delete, then click OK to confirm.. 
   Image Added
3. Click OK when asked if you want to delete. The screen will The screen should refresh and the filter will be removed from the dropdown list.

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