Katie Dougherty

1. Guide
2. ...
3. Working with articles in the knowledge base
4. Using labels on your Help Center articles (Guide Professional and Enterprise)

Hi Lauren Williams,  While it is not possible at this time to download a list of articles and corresponding labels from the product, I found a few posts where other options are discussed:  Use the...

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• Katie Dougherty
• Création 20 janvier 2021 19:45
• 0 vote

1. Support
2. ...
3. Email
4. Customizing templates for your email notifications

Thank you for the clarification, Greg Williams. You should be able to preview the HTML code in the Email templates section of your Email settings (see my screenshot below). The next step would be t...

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• Katie Dougherty
• Création 20 janvier 2021 19:29
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1. Communauté
2. Guide Q&A
3. How can I remove the sign up option in the Help Center?

Hi Big Sur, Thanks for reaching out! I believe these articles should address your question:  How do I remove the ability for customers to sign up to our account? How can I completely hide the sign...

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• Katie Dougherty
• Création 20 janvier 2021 19:16
• 0 vote

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

Hi Doug Overton,  You are correct that in order to be presented with template options in the Knowledge Capture App, you will need to apply the KCTemplate label to the article. That being said, thes...

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• Katie Dougherty
• Création 19 janvier 2021 20:55
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1. Support
2. ...
3. Email
4. Customizing templates for your email notifications

Hi Greg Williams,  Are you referring to previewing a ticket in a view? If so, you can hover over the ticket for a short preview of the contents of the ticket. Formatting applied to ticket comments ...

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• Katie Dougherty
• Création 19 janvier 2021 19:48
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1. Sell
2. ...
3. Using email in Sell
4. Sending an email and task sequence to leads in Sell

Hi Zak Wilkowski, Currently, it is not possible to send automated emails from within Sell. That being said, please feel free to post this feedback in the Zendesk Sell Community Feedback section! A ...

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• Katie Dougherty
• Création 6 janvier 2021 22:15
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1. Sell
2. ...
3. Using Sell Voice
4. Using calls and text in Sell Voice

Hi David er, If you are interested in Sell's Voice feature, the best place to start is with the article: Enabling Sell Voice! To answer your question, the Voice feature cannot transfer live calls, ...

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• Katie Dougherty
• Création 6 janvier 2021 21:57
• 0 vote

1. Communauté
2. Português do Brasil Comunidade
3. Como fazer integração do Zendesk Sell com gateway de Pagamento VINDI (Plataforma de Pagamento On-line).

Hi Djalma S. Araújo, I apologize for responding in English, but I saw your post and thought I could offer some helpful resources!  My understanding is you are looking to integrate with an online pa...

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• Katie Dougherty
• Création 5 janvier 2021 21:48
• 0 vote

1. Sell
2. ...
3. Creating tasks and appointments
4. Creating and managing appointments for leads, contacts, and deals

Hi Parinitha Kiran, It is not possible to add custom fields to the appointment details at this time. Any additional information can be included in the Description section when creating an appointme...

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• Katie Dougherty
• Création 5 janvier 2021 21:36
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1. Cross Product
2. ...
3. Billing and subscription
4. Why am I being charged for my unused agent seats?

Hi Eugene, An admin on the account will need to remove one seat if you do not plan to have another user fill the 9th seat on your account. We do not offer refunds for unused seats and any downgrade...

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• Katie Dougherty
• Création 4 janvier 2021 19:40
• 0 vote