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Nick Mealy
Joined Nov 01, 2021
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Last activity Sep 13, 2024
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Latest activity by Nick Mealy
Nick Mealy created a post,
It seems that both the “Google Contact Sync” functionality and also the Xero integration, don't attempt any de-duplication, so the end result is that if you have these features on you end up with a stream of duplicates and this can cause various problems and disconnects in the real world.
Let's take Google Contact Sync for example. It will create duplicates all the time and now you have two contacts in the system with the same name and same email address. Let's say an employee now adds the new duplicate to a current Deal instead of the older contact.
The way Zendesk Sell is built it seems only one of the two contacts has the email communication history, so a manager reviewing the deal will see (falsely) that nobody has ever emailed the main contact on this renewal, or this new opportunity. This will result in wasted cycles until someone discovers that there is for some insane reason a duplicate contact in the system, that zendesk sell has a bug where the dupe never ends up getting any emails attached to it, and then if they dig further and file a support case ( 12901267 ) . From there maybe if they're lucky a Zendesk Sell support person will tell them that the Google Contact Sync function makes no effort to deduplicate, so it will cause this problem all the time, and should be disabled.
Posted Sep 13, 2024 · Nick Mealy
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Nick Mealy created a post,
I can't seem to find a proper place to just report these bugs, so apologies if there is a place and I've just missed it.
1) As a part of our process we sometimes delete a task outright. We use this in cases where it would be misleading to mark the task "completed" as the task has more or less become "N/A". So anyway we delete them. This throws the task player off by a) the math is wrong on its progress bar. If there were a normal product-feedback form I would post a screenshot but since this is a public forum obviously I can't.
b) As the last task in the player is completed it gets confused again and tries to kind of wrap around back to the other tasks that weren't skipped or completed, and since they were deleted it gets confused.
2) Second bug. During our work we often complete the task inline in the Deal pages or in the Contact pages. In other words we click the actual checkbox in the right hand nav, on those pages, instead of interacting with the task player's controls. This is just muscle memory we have from the olden days before the TP was introduced. However the TP sucks at dealing with this and a) it continues to display the completed tasks, not advancing. b) you have to click "skip" or "mark completed" and I forget exactly how at this time, but it gets tripped up when you do one of those two. It's annoying but not critical. Just a weird thing for the developers to have forgotten about.
Thanks in advance for any attention to get these fixed.
Posted Nov 01, 2021 · Nick Mealy
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