customer context view: customize fields and allow links
CompletadaIf Zendesk is going to become central to my team's support interaction with customers, I need to be able to give my team:
a) the more important data about the end user they are interacting with
b) quick access to customer data in other systems
Intercom does a nice job of both of these. To address "a" (above), I can customize the fields in the customer context view, so I can add the important customer data that I'm syncing that's unique to my situation. To address "b", I can programmatically create links which deeplink to other tools (e.g. that customer's account in my 3rd party billing platform, or that customer's configuration in my own app's backend administration tool).
Please add these two critical items to Zendesk Support.
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Hello! We would also benefit from allowing custom user fields in the user profile part of the essential card. Now, it only gives us name, email, phone, and a notes box. We have some other important information that we would like to be able to add there.
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You can add my vote as well!
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Hello! we would really benefit from adding the description field or adding other fields to the essential card. Our workflow heavily relies on adding customer's profile links to the description field. We've been doing this for years. So it's time consuming for our agents to have to go back the profile and look for the link.
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Hi all,
I'm very pleased to let ya'll know that the essentials card is now configurable for all those on Enterprise plans. Announcement here.My team are currently working on making URL's in text fields render as clickable links. I'll let ya'll know when that's release too.
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