Upland Software, Inc. | External Support

1. Comunidad
2. Gather Q&A
3. Private community for a group of customers

We do this with our Zendesk Guide instance.  You just need to make sure that the end-users sign-in (doesn't work with an "open" community).  Once they're signed in you can restrict your topic to a ...

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• Upland Software, Inc. | External Support
• Editado 16 de junio de 2020 20:02
• 1 voto

1. Guide
2. ...
3. Working with the Knowledge Capture app
4. Creating articles with the Knowledge Capture app (Guide Professional and Enterprise)

Does anyone have any advice?  We're in a season of creating a lot of content.  1. When I create a new article from the KC App, I save and close the newly opened tab/window.  When I'm back in my tic...

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• Upland Software, Inc. | External Support
• Creación 13 de marzo de 2018 15:31
• 1 voto

1. Guide
2. ...
3. Working with the Knowledge Capture app
4. Creating articles with the Knowledge Capture app (Guide Professional and Enterprise)

@Jennifer - it's a great start.  What I'm finding crazy is, if we create a new article from the app, we then have to refresh the app and search by title to link the ticket to the article we just cr...

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• Upland Software, Inc. | External Support
• Creación 19 de enero de 2018 20:17
• 0 votos

1. Guide
2. ...
3. Using themes and customizing your Help Center
4. Using your own theme assets for Help Center (Guide Professional and Enterprise)

It looks like PDF assets are no longer supported.  That's my main issue right now.

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• Upland Software, Inc. | External Support
• Creación 20 de octubre de 2017 17:31
• 1 voto

1. Guide
2. ...
3. Using themes and customizing your Help Center
4. Using your own theme assets for Help Center (Guide Professional and Enterprise)

Is there any way to roll back once we've gone to the theming center beta?  We're having all kinds of issues. 

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• Upland Software, Inc. | External Support
• Creación 20 de octubre de 2017 17:19
• 0 votos

1. Support
2. ...
3. Jira integration
4. Updating a ticket when the status of a Jira issue changes

This functionality stopped working for me about a month ago.  The plugin / linking is working just fine from within the issues/tickets.  Is anyone else having this issue?  All of my Post Functions ...

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• Upland Software, Inc. | External Support
• Creación 16 de noviembre de 2016 17:23
• 0 votos

1. Support
2. ...
3. Jira integration
4. Linked tickets reporting

This is nice.  I still can't report on/view JIRA ID's from within Zendesk which would add more value for my particular environment.  I hope that's next!

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• Upland Software, Inc. | External Support
• Creación 26 de octubre de 2016 16:20
• 0 votos

1. Comunidad
2. Support Q&A
3. Present newly registered users with a form on first login

@Jessie I was able to use JS to redirect users to a third-party form upon login if their tag array was empty.  We then take that form and update the contacts manually with the proper tags and then ...

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• Upland Software, Inc. | External Support
• Creación 28 de septiembre de 2016 19:21
• 0 votos

1. Comunidad
2. Support Q&A
3. Present newly registered users with a form on first login

Thanks. at the very least I want to evaluate on login if the user has no tags.  if that's the case, I could even present them with text indicating they need to email us to finalize their account.  ...

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• Upland Software, Inc. | External Support
• Creación 13 de septiembre de 2016 21:42
• 0 votos