Advanced Filters in the Claimlane Inbox allow teams to segment and locate specific tickets using complex filter criteria across custom fields, dates, statuses, and tags.
Overview
Using advanced filters helps support managers and agents quickly build targeted ticket queues, identify bottlenecks, and export specific case subsets for operational review.
Available Filter Criteria
Date Ranges: Filter by creation date, last updated date, or stage transition time.
Custom Tags & Fields: Query tickets matching specific product SKUs, return reasons, or internal tags.
Assignment & Status: Narrow results by assigned agent, retailer, or current claim status.
Creating and Saving Filter Views
In your Claimlane Inbox, click the Filter button near the search bar.
Add one or multiple filter conditions using logical AND/OR operations.
Click Apply to filter the list or Save View to keep the custom view for future access.