FRESHWORKS VIEWS SETUP

Purpose: To successfully set up the Freshworks View in a manner that allows you to identify the correct timestamps and avoid negatively impacting the client experience.

STEP 1

Before you begin. make sure you are in the “Contacts” section of Freshworks as shown below.

STEP 2

Verify you have the correct views by:

• Click (A) Settings > Click (B) Customize Table

  • The view must match to this (picture on right)

  • Check the boxes to select

Click to expand.

STEP 3

To move and organize the views:

• Click and Drag the dots next to the view name.

STEP 4

Organize the following in order:

Click to expand.

STEP 5

Once you verified the mandatory views

• towards the bottom of the views box, Click APPLY

Make sure to extend the “Created at” tab to view the time. (As shown below)

Extend "Created at" to view the time stamp

This is how your view should look:

Click the image to expand for better visibility.

Attention:

Your views follow every tab you select in Freshworks within the Contacts Page.

Warning: if you move to another computer, you will have to reselect all of these views.

FRESHWORKS VIEW SETUP 2v.pdf

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