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Advanced Features for Customers and Organization views
Not Planned
Posted Mar 10, 2022
ref: https://xxxxxx.zendesk.com/agent/user_filters & https://xxxxxx.zendesk.com/agent/organizations
Features :
- Adding columns
Eg of usage : adding a column to display the Org name in the customers list view or and in the organisaztion view list we would like to display the sumn of customer belonging to it....
- Sort by
today those views are not sortable. Sorting by colum alphabetical order could be a great start
This kind of custom view setup could really be a nice thing to have for us. It will
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7
7 comments
Official
James Hanley
Hello folks, James here from the Zendesk product team.
I've taken over management of Customer and Organization Lists from Pari and I wanted to provide a couple of quick updates to the community;
Firstly, for anyone who missed the announcements, towards the tail end of last year Pari and team shipped sort by columns for both Customer and Org lists.
Secondly, we've not yet been able to support custom columns. Due to the nature of Zendesk's relational database, this seemingly simple feature request is rather difficult to support. We require some architectural changes under the hood that are significant, and are currently occurring on Ticket Views.
In the meantime, the team are working on some other priorities that will allow greater customer understanding in the agent workspace that we'll be launching around July.
For the time being, I'm removing the Planned status off this thread so not to misrepresent it.
Thanks,
James
0
Pratishtha Nahata
Hi Boris Fernandez, thanks for sharing the feedback!
We are currently working on the column sort feature and column addition/removal are also on our roadmap. I'm curious to hear whether there's any particular attributes (aside from alphabetical sorting by name) that would be most useful for you.
Cheers,
Pari
1
Marjana Cowan
I agree here. Being able to see whether the user is suspended and to be able to filter by that attribute would be emensely helpful. Another would be what Organization(s) they belong to. Alphabetical would also be great, but not as important for me.
2
Pratishtha Nahata
Marjana Cowan thanks so much for your feedback! We'll definitely take those into account.
One way to see suspended users today on the Customers page, is to type "is_suspended:true" into the search box. There's some other examples on how the current search can be used here.
0
Ahra Jo
@...
Hi,
It would be great if could add any custom org fields in the org views.
For an example, my customer wants to see org name and main contact person's name of that organization which is custom org field.
Thanks!
1
Pratishtha Nahata
@... thank you for the feedback! We'll definitely take it into account :)
0
Comdesk Lead Support
I agree here.
my customer wants to see org name and main contact person's name of that organization which is custom org field.
0