Setting up note tags in Sell

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3 Comments

  • Jack Franz
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    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.

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  • Serene Gao
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    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! 

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  • Mandy Crutchfield
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    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?

     

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