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Craig Atkinson
Joined May 13, 2021
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Last activity Dec 22, 2021
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Latest activity by Craig Atkinson
Craig Atkinson commented,
That part is obvious. It would be great if there was any tool available to report or aggregate data, or filter/export notes with certain tags. The only way these notes are used is in the dashboard/activity view.
View comment · Posted Dec 22, 2021 · Craig Atkinson
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Craig Atkinson commented,
I'm back here again, this time I'm trying to find out if there is anything at all you can even do with note tags. I want to query them in a smart list or a filter or do anything at all to aggregate contacts with certain note tags on them.. Can't even see that this "feature" does anything.
View comment · Posted Dec 17, 2021 · Craig Atkinson
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Craig Atkinson commented,
Did you get any traction? This is a wonderful idea. I love the app framework. But the placement locations are not so good (Zendesk Sell). Our goal is to integration more data from our ERP data and would love to be able to place app widgets right onto the Zendesk Sell dashboard. It would be the dream scenario.
View comment · Posted Dec 02, 2021 · Craig Atkinson
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Craig Atkinson commented,
I came here too looking for any ability to add a document via the Sell API. It either doesn't exist or is undocumented in the API at the moment.
View comment · Posted Jun 10, 2021 · Craig Atkinson
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Craig Atkinson commented,
I agree with Kim, as a marketer myself, this seems ideal to be available as an import option on notes, to tie them back to campaign outcomes. But only if you can automate it via imports and tie it into aggregate reporting. Right now this feature seems limited.
View comment · Posted Apr 27, 2021 · Craig Atkinson
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