Creating and managing custom fields in Sell

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9 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 Livingstone

    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
  • Ludwick Marishane

    CRITICAL BUG!

    Lead custom field not carrying forward when converting to Contact or Deal. Custom field is disappearing. 


    When I create a custom field set to convert to Contacts and Deals: 

    1. If I add that field to my smart list filter and edit it in-line. Weh I convert to contact, that custom field doesn't get carried to contact. Tested it with single and bulk conversions, and neither contact/companies carried the new custom field through conversion. 
    2. The custom field only got carried when I went into the edit lead page, scrolled to the bottom field and added the data. After saving the updated field, refreshing the page, AND THEN clicking convert (while viewing the lead notes), the custom field finally carried through to the new contact! 
    3. This is a critical bug that could go unnoticed for ages. The custom field in my case was a multi-select field 
    4. Luckily, once the field is finally carried through the conversion, even the previous leads it didn't convert with also show up with the correct selection I had chosen for them. Before fixing the bug, the custom field didn't show up at all when editing the contacts after conversion! I was scared they were lost. 

    A very anxious experience

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