Creating and managing custom fields

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4 Comments

  • Andrej Zohar
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    For ZenSell, it would be perhaps good to establish additional field, subtype of Number - currency. On the report, where it is being used, than it should be available also checkmark "Sum" as it is with revenue

    Also, Revenue is one thing, but Margin is what we live on and that field is really missing

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  • Katie Dougherty
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    Hi Andrej! Thank you for reaching out! You are describing calculated fields which are not yet a feature in Zendesk Sell.

    In the meantime, you can use other field types of Custom Fields (besides checkbox) to filter reports and build smart lists. You can export theses lists to complete quick calculations. (https://support.zendesk.com/hc/en-us/articles/360041516613-Exporting-a-smart-list)

    Another workaround is to use our API or Zapier, our third-party integration provider, to update information in a Google Spreadsheet, complete calculations, and fill out entries in a custom field for Sell. This is a common workaround for accounts that want a custom field for "Commission per Deal". They pull the Deal Value from Sell into a spreadsheet, update and calculate fields in a Google Sheet, and return that value to a Custom Field in Sell. (https://zapier.com/apps/zendesk-sell/integrations/google-sheets)

    That being said, I would be happy to pass your feedback to the appropriate Product Team :) They will review your request, evaluate how easily it can be added to our product roadmap, and see if other accounts share the same request! I apologize that we do not have this functionality at this time, and thank you for taking the time to provide us with this feedback so we can work on improving this area of Sell.

    Katie Dougherty
    Customer Advocate | Zendesk Sell CRM

    Visit our Support Center

    Contact us:
    +1 888-670-4887
    support@zendesk.com

    (Mo-Fr, 8am-5pm, Pacific Time)

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  • Andrej Zohar
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    Hi.

    Actually, calculated field (margin as % of revenue) was beyond my wish.

    For the begining, simple currency  format and ability to use in report would be just fine. :O

    Andrej

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  • Katie Dougherty
    Comment actions Permalink

    Hi Andrej!

    Understood :) We will be sure to pass your message to our Product Team! Thank you for taking the time to share this feedback.

    Katie Dougherty
    Customer Advocate | Zendesk Sell CRM

    Visit our Support Center

    Contact us:
    +1 888-670-4887
    support@zendesk.com

    (Mo-Fr, 8am-5pm, Pacific Time)

    0

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