Customizing the layout of your records

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10 Comments

  • Permanently deleted user

    In my customize layout settings I don't have TICKETS widget available for any of the layout options.

    0
  • DJ Buenavista Jr.
    Zendesk Customer Care
    Hi Danielc,
     
    You need to make sure that your Sell is integrated with Support. Kindly check this article, Setting up the Sell-Support integration for more information on how to integrate Sell with Support.
     
    Thank you!
     
     
    Kind regards, 
    0
  • Permanently deleted user

    That resolved it. Thank you!

    0
  • DJ Buenavista Jr.
    Zendesk Customer Care
    Hi Danielc,
     
    It was a pleasure helping you out! Please don't hesitate to reach out anytime if you need additional help.
     
     
    Kind regards,
     
    0
  • James LaFranchi

    I do not see the option to customize the layout, except for widgets. 

    0
  • Dane
    Zendesk Engineering
    Hi James,

    The widget layout will just be for arranging the location (up and down) on the widget list.
     

     
     
    0
  • Marcelino Zarate

    Hi! Is this only available for Sells module? Not support?

    Thanks a lot!

    0
  • Noly Maron Unson
    Zendesk Customer Care

    Hi Marcelino,

    Yes, this feature is for Sell and not for Support.

    Hope this helps.

    1
  • Levi Miller

    Hey Support Team,

    Is there no way to remove standard fields in Leads, for real? There is a ton of irrelevant information for us leads and we are really hoping to clean this up. Am I missing something here? Any help is appreciated. 

    1
  • Elaine
    Zendesk Customer Care
    Hi Levi,
     
    Removing or hiding standard fields for Deals is not a feature provided through the standard configuration options. However, you have the flexibility to enhance your Deals by adding custom fields to capture specific information relevant to your organization. Additionally, consider organizing Deals using custom deal stages aligned with your workflow. If you find the standard fields limiting, sharing your feedback with Zendesk Support can contribute to future updates and improvements. 
    0

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