J. Baker

1. Community
2. Feedback - Sales CRM (Sell)
3. Custom fields for Sell reporting in Explore - We want your feedback!

Will the custom fields and reporting now be available directly in Sell? There are significant disadvantages being presented by removing the Sell datasets from Explore. For instance, the Sell Lead S...

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• J. Baker
• Erstellt 27. November 2023 21:10
• 1 Stimme

1. Sell
2. ...
3. Using Sell reports
4. About reporting in Sell

With the removal of the Sell Datasets from Explore what improvements are going to be made within the Sell reporting? There are various fields within Explore that are not readily available in the Se...

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• J. Baker
• Erstellt 27. November 2023 20:36
• 0 Stimmen

1. Sell
2. ...
3. Using the Sell mobile app
4. Tracking visits in Zendesk Sell

We were starting to use the Log A Visit App and found the reporting to not be that helpful with the connected detail. While it shows in the Activity Report that Visits were made, and the Visit Outc...

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• J. Baker
• Erstellt 15. September 2023 20:27
• 0 Stimmen

1. Community
2. Feedback - Ticketing System (Support)
3. Restricting internal notes visibility to a particular group / role / brand

Alina Wright I have the same challenge and the only community recommendation is to have two separate Support instances. We are using Professional, and more specifically our issue arose when we star...

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• J. Baker
• Erstellt 12. September 2023 23:06
• 0 Stimmen

1. Community
2. Feedback - Platform: Apps & Integrations
3. Sell app: Log Visit - official feature request thread

Prateek Chhetri It would be great if the Visit Outcome could be retrievable somewhere beyond a smart view. While the Activity Visit Report is ok, it doesn't allow you to leverage the customizable o...

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• J. Baker
• Erstellt 25. Juli 2023 01:05
• 1 Stimme

1. Sell
2. ...
3. Using Sell reports
4. About activity reports

Is there a way to report on the outcomes of visits made by someone? Right now in the Visit Outcome Activity Report, the tabular view can show that I made X visits over the course of the timeframe I...

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• J. Baker
• Erstellt 24. Juli 2023 18:39
• 0 Stimmen

1. Agent guide
2. Ticket automation and collaboration
3. Using side conversation child tickets

I have opened a ticket on the behavior of a Child Side Conversation ticket but am coming to the community if there is any other guidance. We have not made any specific trigger changes but we have n...

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• J. Baker
• Erstellt 30. März 2023 19:01
• 0 Stimmen

1. Agent guide
2. Ticket management
3. Creating a follow-up for a closed ticket

Hi Oskar,  We just started exploring this a bit more. If we create a side conversation 'email' from the closed ticket, we can then grab all the public/internal replies we want to communicate back t...

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• J. Baker
• Erstellt 3. Mai 2021 17:08
• 0 Stimmen

1. Agent guide
2. Ticket management
3. Creating a follow-up for a closed ticket

When an end-user emails us with a ticket, that we solve and closes, if they reply back as a follow-up, a new follow-up ticket is created (they have one email thread) and we see in the follow-up tic...

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• J. Baker
• Erstellt 6. April 2021 13:13
• 2 Stimmen