Save Filters and Additional Columns for Team Member Page

7 Comments

  • Official comment
    Tom Dupuche
    Zendesk Product Manager

    Hi @... and @..., thanks for the feedback!

    We are hearing a lot of this feedback. The need to see more information (roles, groups, created date, updated date, tags, etc), customise what columns you see, operate quickly on the Team list (inline editing, change roles without drilling down to a Team member) and save filters.

    I'll include all of these into our roadmap planning.

    For the item where your filter is not being persisted when you return to the Team members page from the Team member profile. We're looking at now to see how we can it persist. Will keep you updated.

    Regards,

    Tom Dupuche

    Senior Product Manager - Team & license management

    Zendesk

  • Shane Monaco

    2nd this comment, would be beneficial to differentiate between role, light agent, and full agent.  Would be nice to be able to also show default user properties (Group, Organization) and other user fields.

    3
  • Carmelo Rigatuso

    Yes! all of those features would be super helpful. We need less clicks and screens for simple user maintenance tasks.

    0
  • Mark Leci

    Any update on any of these items? It's over a year later and I don't see that these fields have been added. Since there is no ability to report on users via explore (except by tying to something else like tickets, which is often not useful) as far as I can tell it's impossible to get something basic like a report of my users with the date added and last login

    0
  • Tom Dupuche
    Zendesk Product Manager

    Hi Mark Leci,

    Since the original post we have included the ability to add team members, search, view the Support role and the suspended label.

    As part of the search field you can do advanced searches on created, updated and last sign-in dates. Have a look at our help article.

    The next item we are working on is export team members to CSV. Our target date is Q1 next year, but like many things this date is subject to change.

    Regards,

    Tom Dupuche

    Zendesk Product Manager

     

     

    0
  • Lohith S

    There is no User Management for the Agents. Like if we want to add which region, the country he/she belongs to, Phone number, Internal Department to which he/she belongs, Last signed in, Created, updated date etc, 

    One should be able to filter by these columns, and export to a CSV or Excel for further analytics.

    These fields should also be available in Explore for any reporting. Like we don't have the capability to report on the roles. If I want to list the Agents with the Contributor role, I cannot do it in Explore.

    Thanks

    Lohith S

    0
  • Mark Leci

    ty Tom Dupuche, however I'm sure you can appreciate that Zendesk user management is still significantly behind other enterprise applications. In Salesforce I can easily automate creation, inactivation and role assignment of users based on any fields I want, including custom user fields, however this is unwieldy or not possible in Zendesk today. Having an export is a step forward but I think there is a lot more to be done! 

    0

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