In DevRev, a vista is a list of objects (such as conversations, tickets, and issues) that can be sorted, grouped, customized, saved, and shared. Notable vistas are Support > Inbox and Tickets, Build > Issues and Now, Next, Later, and Product > Parts. Depending on the type of object there are different options for querying, sorting, customizing, and grouping.
🎥 Video: Applying filters to Vistas
Create a vista
- Select the object you want to make a list of, for example, tickets.
- Make a change to the default view of the object by applying a filter, sorting, grouping, or customizing. A Save as button appears in the upper-right corner after you make a change.
You can also apply Actions > Smart Clustering if the tickets or issues are under 1000. This isn't available for conversations.
- Click Save as. You can give the list a name, and description and save it which causes it to show up in the My list section at the bottom of the left-side nav bar.
Everyone in the dev org has read permission by default, you can share the vista URL if you only want to bring it to their attention. If you want to grant someone else write permission, select the vista from My list and click Share.
To export vistas to CSV or JSON, click Actions and select the format in which you want to export the vista. This allows you to export this data with the filters applied (segmented by owners or some filters). Cross-functional teams can collaborate on this data or import it into other platforms.
Delete a vista
- Select the vista you want to delete from My list and click the edit button next to the name of your vista.
- Click Remove access.
- Click Delete to confirm.
Best practices for vistas
By creating customized views of your customer data based on specific dimensions, you can identify areas of opportunity or risk and prioritize your customer interactions.
Here are some best practices for using vistas to improve your customer relationships.
Define your goals: Before creating a vista, define what you want to achieve with the vista. For example, do you want to segment by high-potential customers, prioritize urgent customer requests, or track customer satisfaction levels? By defining your goals, you can create a vista that's tailored to your specific needs and objectives.
Keep it uncomplicated: Avoid overcomplicating your vista with too many criteria or filters. A cluttered vista can be difficult to navigate and may not provide you with the insights you need. Focus on one particular dimension that your business would benefit from.
Collaborate with your team: Vistas can facilitate collaboration between different teams or departments within your company. The Share button on the top right allows you to share your vistas with your larger team. This can be shared with your team and encourage them to provide input and insights. Your team can gain a more holistic view of your customer data and make more informed decisions.
Continuously monitor and adjust: Keep vistas relevant to and effective in changing business requirements and customer demands.