360º Customer Support - Advanced Filters

The Advanced Filters of the SAC 360º allow locating service tickets using information from various SprintHub modules. With this feature, it is possible to create detailed searches combining data from the ticket, contact, opportunities, tasks, meetings, and much more.

Filters are ideal for quickly finding specific tickets, performing audits, and tracking information in a customized way.

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Accessing Advanced Filters

1. Access General → SAC 360º.

2. Click the button Advanced Filters.

3. Add one or more conditions.

4. Click on Apply to view the results.

Tip: You can combine several conditions to create even more specific searches.

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How a filter works

Each condition consists of three parts:

• Field: information that will be used in the search.

• Operator: the way the comparison will be performed.

• Value: data used in the condition.

Example:

• Field: Contact Name

• Operator: Contains

• Value: Maria

Result: all tickets whose contact has "Maria" in the name will be displayed.

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Available conditions

The conditions are organized by SprintHub modules, making it easier to locate the desired information.

📂 General

Contacts

Allows you to use information related to the Lead record, such as:

• Standard fields;

• Custom fields;

• Tags;

• Linked company;

• Phone numbers;

• Emails;

• Other contact information.

Opportunities

Allows you to filter tickets using CRM information, such as:

• Pipeline;

• Stage;

• Status;

• Owner;

• Value;

• Custom fields.

Support tickets

Uses information from the ticket itself, such as:

• Channel;

• Platform;

• Department;

• Owner;

• Status;

• Dates;

• Priority;

• Other ticket information.

Tasks

Allows you to search for tickets related to registered tasks.

Meetings

Allows you to use information from meetings linked to the contact.

Artificial Intelligence

Provides conditions related to the platform's Artificial Intelligence features.

Tracking

Allows you to use Lead origin and tracking information.

Integrations

Provides conditions from the integrations connected to SprintHub.

Other

Brings together complementary conditions that do not belong to the other groups.

📂 SprintManagement

Recurring

Allows you to use information related to recurring items linked to the contact.

Important: The available conditions may vary according to the contracted modules, user permissions, and features enabled in your account.

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Combining conditions

It is possible to add several conditions to make the search more precise.

Example:

• Channel = WhatsApp

• Department = Sales

• Owner = John

• Tag = VIP Customer

The result will show only the tickets that meet all of these criteria.

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When to use Advanced Filters

Filters are recommended for:

• Finding specific tickets;

• Locating customers by registration information;

• Filtering tickets by department or owner;

• Querying tickets using Tags;

• Searching for linked opportunity information;

• Using custom fields as search criteria;

• Creating detailed queries to monitor operations.

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Conclusion

The Advanced Filters of the SAC 360º offer a practical and powerful way to locate tickets using information from various SprintHub modules. With the ability to combine multiple conditions, your team gains more agility to perform searches, track processes, and find exactly the desired tickets.