You can create customer lists to define a segment of your end users based on a set of criteria.
Admins can manage shared and personal customer lists. Agents can manage personal customer lists only. Agents in custom roles with permissions might also be able to manage shared lists, depending on their permissions.
Activating and deactivating customer lists
Customer lists are active by default. If you decide that you no longer need a customer list you can either delete it or deactivate it. Deleting it of course means that it's gone and can't be retrieved. You can instead deactivate customer lists.
Active and inactive customer lists are grouped accordingly on the Customer Lists page. You can reactivate an inactive customer list if needed.
- Click the Customer Lists icon (
) in the sidebar.
- Click Customer Lists in the top toolbar, then select Manage lists.
- (Admins and agents with permission to create shared lists) If you want to activate or deactivate a personal list, click Personal to see your personal customer lists. Otherwise, you see your shared customer lists.
- Hover your mouse over the name of the customer list you want to activate or deactivate, then select Activate or Deactivate.
The list moves to the active or inactive section depending on the action you selected.
- Click Close.
Changing the order of your customer lists
You can reorder the list of customer lists that appears on the Customer Lists page.
Admins and agents with permission to create shared customer lists can reorder their own views and all shared views. Agents can reorder their personal views only.
- In Support, click the Customer Lists icon (
) in the sidebar.
- Click Customer Lists in the top toolbar, then select Manage lists.
- (Admins and agents with permission to create shared customer lists) If you want to reorder personal lists, click Personal to see your personal customer lists. Otherwise, you see your shared customer lists.
- Click the name of the customer list you'd like to move, then drag it to a new position.
The customer list appear in the new order. You cannot drag an active list to the inactive list.
- Repeat if you'd like to move another customer list to a new position.
- Click Close.
Deleting customer lists
- In Support, click the Customer Lists icon (
) in the sidebar.
- Click Customer Lists in the top toolbar, then select Manage lists.
- (Admins and agents with permission to create shared customer lists) If you want to delete a personal list, click Personal to see your personal customer lists. Otherwise, you see your shared customer lists.
- Hover your mouse over the name of the customer list you want to delete, then select Delete.
Note: If you don't see the delete option, make the customer list inactive first. You cannot delete active customer lists from the Manage lists dialog box. You can delete an active customer list when you edit the customer list, by clicking the customer list name at the top of the list, then clicking Delete.
The customer list is removed from the list. It cannot be recovered after it is deleted.
- Click Close.
4 comments
Jiri Kanicky
This should be standard feature. This is the reason why we are leaving Zendesk. Zendesk does not have standard admin tools. For example it is normal to be asked for a list of agents in Zendesk. Unfortunately, there is no way to get it. JSON format is for programmers. I cannot send a JSON format to my manager.
Zendesk Product Management does not understand the basics customers need. Zendesk is the worst ticketing system. I don't understand how someone can purchase Zendesk over Jira Service Desk. Jira provides it all in much better package. Thanks god we are leaving Zendesk soon. I would not recommend Zendesk to anyone, because there are better tools for similar price.
5
Martin Cubitt
I concur - this is a basic expectation and often required for auditing compliance. Using API calls or JSON exports which need to be manipulated would allow manipulation.
1
Sebastian
This should be standard. Sad this needs another paid upgrade from zendesk or a third party app.
1
Johnny
Jennifer Rowe Can we hide or deactivate the default 'All customers' list instead of deleting it?
0