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Creating and using customer lists



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Jennifer Rowe

Zendesk Documentation Team

Edited Feb 19, 2025


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43 comments

I don't know why my account manager is would like to find our what it takes to get this add-on added as we have the professional version. How can I find out or contact someone about this?

Regards

 

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Hello Amy,

Please note that you may change the order of the columns by dragging/dropping the order of the columns where accessing the 'hamburger menu in the top right:

However, at the moment we do not have an option to collapse the groupings.

Hope that helps.

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Hi there, 

My apologies if this has been asked and answered, but I can not find it.

What I would like to do is create a list of users who have created a support ticket in the last 30days.

Not sure if this is an option, or it is only the last signed-in activity for example.

Thanks for any help.

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Hi, I can't find a way to create the lists at all, am I missing something?

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Jeff C

Zendesk Customer Care

Hey Stas,

I am assuming that you do not have the Add-On purchased to have this feature. In order to have the features listed here you will need to have the Customer Lists & NPS Surveys add-on on your account. More information about the different kinds of add-ons here.

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Is there an easy way of creating Ticket views based on a Customer List?

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Hi Morris –
 
Not directly, unfortunately. You'd need to create a view and replicate as much as possible the criteria used to define your customer list.

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Hello. We would like to try this feature but we can't find how to enable it, can you help us?

We need it for the Mailchimp plugin to work.

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We had this feature enabled today.  They only advantage is has is the ability to pull lists into MailChimp or Proactive Campaign.    Other than that you can accomplish the same thing through explorer

 

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Amy Gracer

Community Moderator

John DiGregorio Do you mean the Reporting tool, Explore? Or is there another feature called "explorer"?

 

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Attached is a link to the explorer report you can create for Users and Orgs - it is great if you have a lot of custom fields.   You can also export and import into proactive campaigns

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Dane

Zendesk Engineering

Hi Chad,

Custom roles is only available for Enterprise plans. Please verify if you have the enterprise plan. If you do and you are an admin on the account, please contact our support directly to investigate further.
 
Hi Ross,
 
Customer lists is an add-on that can be added by our Sales Team. Please contact our support directly and select the option to be transferred to Sales.

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Brett Bowser

Zendesk Community Manager

Hey CJ, 

Can you share a little more information on what removal you're referring to? Are you saying your customer lists are no longer available? AFAIK only NPS surveys are being removed and customer lists will continue to function and be improved on. More information here: Announcing the removal of Net Promoter Score (NPS)
 
Let me know!

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