Note: There is a legacy add-on called Customer Lists. If you have the add-on, the Customer page
shows up as a new list titled All customers.
The Customer page in Zendesk Support provides a focused place to see, add, and manage all of your end users.
The following topics are covered in this article:
Accessing the Customers page
The Customers page is in Zendesk Support.
To open the Customers page
- In Support, click the
Customers icon (
) in the sidebar.
About the Customers page
The Customers page is the place to see all of your end users in one place. From this page, you can add new end users and manage existing end users. You can also use the search bar at the top of the page to search the list by an end user's name or other identifiable information in their profile, like email address.
Using the Customers page
The following articles explain how to use the Customers page to manage your end
users:
11 Comments
Are there any plans to include filtering on this page also users listed are not in alphabetical order which would be a nice option to have.
Have been asking for this functionality (filtering on the users page) for 4 years now, would be nice it if was finally implemented!
Hi @..., @...,
Yes, we do have plans to include filtering for this page in the future. I'm keen to understand what attributes/data you would like to filter on.
Thank you
Can visibility of this be restricted by agent group? This is sorely needed, especially for multi-brand set ups.
Hi @... - thanks for your feedback, we're keen to understand more about this need, I'll reach out to you via email.
Hi Pratishtha, The ability to sort the list in alphabetical order, a-z and z-a, by first or last name, or email would be nice, but once you have more than x number of pages, it's kind of a wash. I'm thinking there might be more value in last contact date and # of tickets in the UI for each user without tapping on edit.
Thanks so much for your feedback @... - that's good to hear, we're currently exploring how we might be able to surface those data points for customers via this list in the future. I'm also interested to hear if there are any other attributes you'd like to see/filter by on this list.
With the current features, the customers page does not have much value for our agents. We would require filters and sorting features as well. We have 100'000+ customers, and growing
Therefore I would join in to have the possibility to deactivate until more features are available.
Thanks for your feedback @..., we're exploring list viewing permissions - but don't have this on our roadmap yet. I'm pleased to say however, that we're currently working on building filtering & sorting capabilities for large volumes of data for customers & organizations, which will hopefully make this more useful for you & your team.
+1 for filtering and sorting! If this is still in the works, I'd like to be able to sort by first/last name and to do both by company, tags, and suspended/active. (Why do we have to go to the bulk user delete for suspended users? Not at all intuitive, and even there, you can only sort, not filter.) All of this information is already available on the Customers page, so it'd be nice to be able to organize it in a manner that works for us. I'd also like the ability to sort by time added to Zendesk.
At a minimum, though, the Customers page should have actual pagination. As it is right now, both this and the legacy Admin > People page are completely unusable. Why do they look like this:
while the Organization pages look like this?:
I should not have to click through hundreds of pages of users to get to the most recent.
Kyrsten Fitzgerald - thank you so much for sharing the detailed feedback! I completely agree with you, and am pleased to say that a lot of these features are currently under development. We're looking to get in touch with people to test the concepts & designs for these features. Please let me know if you'd be interested, and I can reach out to you via email to set some time up.
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