New team page functionalities
Hello,
Please do not forget to implement the bulk update in the new team page. Ideally expand it so that tags can also be set.
Also momentarily it does not yet show the tags of the agents. That is quite helpful in the old page. Quick overview over the tags.
Searching for a tag does not work in the new view as well. In the old one you can add a tag to the search and it shows all tagged agents.
Thank you!
Sebastian
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I agree!
And please include user custom fields!
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Hey there!
We're planning to add tags to the team page alongside a way for you to customise the columns, so you can change the data on this page to fit your needs. The less exciting news is that this is a fair way off, as our current priorities are exporting team members and displaying & managing groups.All is not lost, however. While we don't yet display tags, you can use the search box to view team members by tags by typing in something like:
tags:wholesale
Where "wholesale" is the name of the tag you would like to use, this will show all of your team members tagged "wholesale".
Heather Rommel this trick also works for custom fields. For more information, see Searching custom user and organization fields.
You can read about more advanced ways to use the search bar to view team members, see Searching users. If you are doing this frequently, you can set the search up and then bookmark the page in your browser. This will save your search so you can always get back to it later using that bookmark. You can read about more ways to find team members over here.
We're working to improve this, and your feedback is a key part of that, so thank you for taking the time.
- Tess -
Hi Tess French,
That wasn't immediately apparent to me -- thanks for pointing out that we can do advanced search here on this page!
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There should be an easy way to export the list of team members
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Thank you for your feedback. Good news; export is our current priority. You can vote on the exporting function over here, and perhaps let us know if there are any specific ways you need it to work.
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I’m very pleased to let you know that we have started rolling out a new feature that allows admins to export a list of their team member data. This feature will be available in your account by March 16th (PT).
You can read our product announcement here and please let us know if you have any feedback.
Thanks
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