How to view a list of all Organizations, with the Organization fields as the columns?Planned
I would like to see a list of all Organizations, with all the Organization fields as columns.
I thought I might be able to create a view to do this but it doesn't seem to be available.
The closest I could find is under Manage > People, browse by Organization. But this just lists the associated tags, rather than easy to sort and compare columns for the Organization Fields.
UPDATE (10-Mar-2022): We've just launched the Organizations page with new UI, with attributes as columns. You can view this page by heading to <yoursubdomain>.zendesk.com/agent/organizations.
We have a ton of new features we want to add to this page, and are currently working on introducing 'sorting' capabilities on the columns!
We are pleased to say that we are working on a feature that shows a list of Organizations in Support. By the end of this year we expect to release a basic version of this page (UPDATE: this has moved to early 2022), and over the course of the next year we'll be working on enhancements to filter and save lists of Organizations.
We will be conducting research on what data is most important for you to see on this page and what you hope to use it for in the next quarter - please let me know if you'd like to talk to us and share your thoughts.
We'll keep you posted on new releases and updates.
Thank you so much for taking the time to share your feedback with us! :)
I've taken a look through your request and unfortunately we don't have a method to achieve that desired workflow at this time.
Views are designed to hold and manage tickets but they can also be grouped or sorted by Organization fields. If you only want to track a few organizations and sort them by a common Org Field, a View could serve that sort of function, but it isn't designed to just show all the organizations in your account. Otherwise if you want to just get a large list of users and their Organizations, you can create a customer list to just sort it by "Organization is Known."
Other than that, the only option we have right now would be to grab the information using an API call and then sorting it through your own methods. All of our API documentation can be found at developer.zendesk.com.
I would also like to see this feature.
A lot of our customers have various branch stores in different locations, for example:
- McDonalds, Country X, City Y, Borough Z
- McDonalds, Country X2, City Y2, Borough Z2
- McDonalds, Country N, City N, Borough N
Currently searching for "McDonalds" and selecting the "Organisations" tab, would give us an overview of entries matching the search queries, but ONLY the name of the Organisations. So we got a long list of "McDonalds".
It would be nice to indicate custom Organisation Fields to be listed on the search results as well, so an agent can quickly scan the results and select the Organisation it wants to open.
The answer: "you can use our API" is an answer, but we choose Zendesk for a reason: have all support agents work in a single system not to have to do this ourselves and focus on our core business.
I'm going to go ahead and move this post over to our Product Feedback topic. This will ensure that our Product Managers see your suggestions and use cases (even though they're not always able to respond).
Going to +1 this request because it's something that is needed.
This would be a very useful feature!
My company really needs this feature as well!
I would appreciate this feature as well.
My company is finishing up a Salesforce-Zendesk integration, and I wanted to send our Salesforce admin our list of organizations and associated domains but this functionality does not seem to currently exist in a user-friendly utility. This is a shame, since the fields are available!
A workaround option is to use the Reporting functionality if your company has it (I'm not sure if only certain levels of Zendesk customer has this). See screenshot below that shows how to access this (Reporting icon, Insights tab, GoodData link).
I was then able to create a report of # tickets for an Organization and the Ticket Requester Domain. There are domains not being captured by this report if a user from a domain has not filed a ticket however, so still need to manually go through and verify, but this at least got me started. Same with organization, this will only show the list of organizations if a ticket has been created for them.
I would also like to be able to see a list of all Organizations in Zendesk.
We also need it.
We have "Gold Partner" they´re flagged in Organization.
I want do a View where showing me all "Gold" and their Agent.
Was there ever a capability created to view organization lists?
This would be very helpful as you would be able to look at the organizations in one place with any information you have applied to each Org. It's a helpful way to give businesses an overview of their customers/teams/clients
@... - This functionality has not been developed.
@... - thanks for adding your comment.
I would like to see this too - so +1 from me.
We are currently using the Salesforce <> Zendesk integration. After QAing a few users that should've been linked to a Zendesk Organization, we found that these orgs weren't linked since the Domain field wasn't being mapped properly from Zendesk. In most cases it is, but every now and then, it isn't.
We'd really like to do a deeper dive into all of the Zendesk Organizations in our instance currently to identify all that have been created without a Domain field filled out so that we can understand why this field isn't being mapped properly and ensure that ALL organizations have a Domain listed. Right now, we're just discovering them as we find them.
Even having a Zendesk Organizations report or view that I could regularly monitor would be extremely helpful!
I also would like to report on ORG in ZenDesk, as well as attach documents at the ORG level.
Here is my use case:
I created the following Insights report/listing in ZD for ORG & would like to replicate it in Explore now. The fields selected exist only on the ORG record.
I need to be able to create reporting by organization to help support our customer success department so they can know what support an organization ranks against others and support needs go towards a customer success. This is a very important need to have access to all the attributes of an organization specifically any that are customized in Zendesk.
Please let us know when this will be added to your road map as it seems like this has been requested for a long time now.
Well nothing has happened apparently in 5 years, is there a way now to see a list of all organizations in Zendesk Support?
There are a lot of different requests contained in this thread, including desires to view a list of organizations directly within Support, to be able to report on organizations within Insights, comments related to organizations and Salesforce...
To start, you can get a list of your organizations via the API: https://developer.zendesk.com/rest_api/docs/support/organizations#list-organizations
There is also the ability to do some reporting on organizations in the newer Explore reporting tool, some of which is explained in this conversation:
If neither of those covers your organization related needs and what you are looking for is different from what was suggested in the first post in this thread, I encourage you to create a new feedback post for what you specifically are looking for. This will make it easier for the product managers to follow and for other users to up-vote.
@... I would be interested in contributing by suggestion or testing the ORG listing that ZD is now trying to create. Please reach out to me with more information on how I can help.ThanksA~
@... I am interested in helping with the ORG listing feature that Zendesk is working on. Please let me know how I can contribute.
Thank you for getting back to me @... and @...! I will reach out to you via email shortly.
Hello Pratishtha Nahata,
I wish you a happy new year and I hope you are well.
Any update to share with us upon this topic?
It would be very helpful for us to ease our organizations's management and update.
Hi Thomas Loesch - thank you and a very happy new year to you too! :)
Thanks for checking in, I've updated the official comment to reflect the new release date, we expect to release the first upgraded version of the Organizations page by Feb 2022.
Was this ever released? I am trying to find out how many customers are hosted versus cloud. We store this on the organization record, and not all organizations have opened cases, so it sounds like my only option is to create a query or use API keys. I am new to Zendesk but have been implementing and using calltracking tools for over 30 years and this is basic functionality that has been around for over 20 years with other products
Hi John DiGregorio, thanks for reaching out. We've just launched a table-formatted interface for this page, so that Organization attributes are visible as columns. This is available at <yoursubdomain>.zendesk.com/agents/organizations. We have some powerful search capabilities on this page, some examples of which can be found here that might help with what you're looking for. We're working on new features now that we'll continue to add over time.
This really doesn't help my use case. I have a custom drop down field on the organization and want to pull a view of all customers with that attribute. I tried using the field name with the drop down value and the results came back empty. It would be nice to be able to create organization views similar to ticket views
Hi John DiGregorio - We're working on making the organizations list robust enough to handle filters, and I'm keen to learn more about how you're wanting to use this feature. Please let me know if you'd be interested in having a chat with us and I'll reach out to you via email to organise something.
- Display all of the tags. There is a limit of 2 tags displayed per organization--there's space to put "+1 more" but not to list the one additional tag?
- I have additional organization fields which are more important to me than "Created at" and "Last Updated". Let me chose which fields are displayed.
- Let me change (and keep set) a sort order. The default sort order is not useful to me.
- Add easier-to-use filtering.
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