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Craig Atkinson
Adhésion le 13 mai 2021
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Dernière activité le 22 déc. 2021
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Dernière activité effectuée par Craig Atkinson
Craig Atkinson a ajouté un commentaire,
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.
Afficher le commentaire · Publication le 22 déc. 2021 · Craig Atkinson
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Craig Atkinson a ajouté un commentaire,
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.
Afficher le commentaire · Publication le 17 déc. 2021 · Craig Atkinson
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Craig Atkinson a ajouté un commentaire,
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.
Afficher le commentaire · Publication le 02 déc. 2021 · Craig Atkinson
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Craig Atkinson a ajouté un commentaire,
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.
Afficher le commentaire · Publication le 10 juin 2021 · Craig Atkinson
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Craig Atkinson a ajouté un commentaire,
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.
Afficher le commentaire · Publication le 27 avr. 2021 · Craig Atkinson
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