Creating and managing custom fields in Sell

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8 Comments

  • Banhi

    Hi @Sophie 

    Can we create the custom fields for deal/contact  through API or through requirements.json file?

    Not able to find any documentation on that.

     

    Thanks

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  • Ivan

    Hello! Can I use these custom fields in Explore chart based on Sell dataset? I created them in Sell, use them in Sell Reports, but they doesn't appear in Explore charts!

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  • Dave Dyson
    Zendesk Community Manager

    Hi Ivan – not currently, but that is something our product team is focusing on. See Jakub Tutaj's answer here

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  • VIVOTEK Admin

    Does it possible to fulfill this Sell request? Or in the future development road-map.

    1.Product category functionality is too simple, cost can't share to sales user is really unreasonable.

    2.We need add customized field in Product category, e.g., product characteristic, product item, product hierarchy.... It is really unreasonable without this feasibility in customization.

    3.We need the customized field can be refer to other field. For example, margin can be calculated by the (deal values- total cost)/deal values. Even just a simple calculation , Field A= Field B+Field C. It is really ridiculous without this simple functionality and need to through outside third party and update back to Sell , even customer have been highlight this wish many times. Not to mention no formula function setting in the customized field.  

     

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  • Sam

    I need to create Custom Fields in Zendesk SELL via API. How do I do that?

     

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  • Shar Shar

    1

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  • VIVOTEK Admin

    I also need to create Custom Fields in Zendesk SELL via API. Is it support drop-down to add item via API?

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  • Lea Jane Hug

    What are the chances to get conditional Fields?
    The option to hide the fields till certain conditions are met would be perfect.
    For example, we are tracking over 50 different custom fields, and not for all contacts are all 50 displayed or needed, so we would like to have an option to display only certain fields for certain agents or all together have an option to hide fields till certain conditions are met. 

    1

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