Setting up note tags in Sell

Return to top
Have more questions? Submit a request

6 Comments

  • Jack Franz

    Note tags are a great idea but I would like to see Zendesk expand their application. Right now, as best I can tell from your Help, note tags can only be used to filter the Activity Feed. I would like the ability to filter notes on a Contact record. Thanks.

    0
  • Serene Gao

    Hi Jack Franz,

    Thanks for your comment! You should be able to filter by note tags on individual Contact card as well:

    Please let me know if this helps, or if you need any further assistance! 

    0
  • Mandy Crutchfield

    I have explored trying to find a way to export or view just all notes with a certain tag, in an export or smart list. Is there a way to do that?

     

    0
  • Katie Dougherty
    Zendesk Community Team

    Hi Mandy Crutchfield,

    Thank you for reaching out! 

    I'm afraid you are correct that it is not possible to view all notes in an account that have the same note tag. The note tag filter can be applied at the individual person, company, or deal level. 

    I will be sure to bring this up with our Product Team to see if we can add the ability to view and/or export note tag information in a smart list!

    Thank you for your feedback and please let me know if I can answer any other questions on this feature! 

    0
  • Kim Elmore

    I often import a Note at the conclusion of a marketing campaign identifying the person's responses so that the sales team is aware. I would like to be able to append this Note with a Note Tag (calling it a Marketing Note or similar). Right now I do not see a way to add a Tag to a Note without manually doing so on each note. Is this currently possible, or worth considering in a future update?

    0
  • Katie Dougherty
    Zendesk Community Team

    Hi Kim Elmore,

    If you have a moment to post this feedback on our Sell Community Feedback page, I would encourage you to do so! At this time, you cannot import a Note Tag through our importer or update a Note Tag through the batch importer. You are correct that note tagging is done at the individual note level. However, this is great feedback for our Product Team and absolutely worth considering in a future update! A post in the Sell Community Feedback section can get upvotes from other community members who share a similar need for that functionality. 

    0

Please sign in to leave a comment.

Powered by Zendesk