How to view a list of all Organizations, with the Organization fields as the columns?
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已于 2015年3月02日 发布
I would like to see a list of all Organizations, with all the Organization fields as columns.
I thought I might be able to create a view to do this but it doesn't seem to be available.
The closest I could find is under Manage > People, browse by Organization. But this just lists the associated tags, rather than easy to sort and compare columns for the Organization Fields.
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Pratishtha Nahata
UPDATE (10-Mar-2022): We've just launched the Organizations page with new UI, with attributes as columns. You can view this page by heading to <yoursubdomain>.zendesk.com/agent/organizations.
We have a ton of new features we want to add to this page, and are currently working on introducing 'sorting' capabilities on the columns!
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Hi everyone!
We are pleased to say that we are working on a feature that shows a list of Organizations in Support. By the end of this year we expect to release a basic version of this page (UPDATE: this has moved to early 2022), and over the course of the next year we'll be working on enhancements to filter and save lists of Organizations.
We will be conducting research on what data is most important for you to see on this page and what you hope to use it for in the next quarter - please let me know if you'd like to talk to us and share your thoughts.
We'll keep you posted on new releases and updates.
Thank you so much for taking the time to share your feedback with us! :)
- Pari
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Dave Dyson
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Kelly Vitt
I realize you suggest API's for extracting the information; however it would be helpful to have a "download" feature where we can download the list of Organizations we have set up within our Zendesk and have it include the Organization fields.
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Jen C
Yep. Thank you! That is what I was missing. Thank you!
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Pratishtha Nahata
Hi Jen C - thanks for reaching out. This article about the Organizations page might help.
The Organizations page needs to be enabled in the Admin Centre by the Admin for you to view this page.
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Jen C
I could not find the organizations page listed in the first comment updated on March 10, 2022. Everything for Admins is not in the Admin Center, but I couldn't find a spot to see a list of my organizations. Is there somewhere else we go within Admin Center to see a list of organizations? I also do not have an organizations icon on the left of the screen on my support page. Should I have that as well? With all the changes I'm not sure which articles have the latest information. Thanks for the help!
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Marty Kofsky
Marty
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Pratishtha Nahata
Hi John DiGregorio - We're working on making the organizations list robust enough to handle filters, and I'm keen to learn more about how you're wanting to use this feature. Please let me know if you'd be interested in having a chat with us and I'll reach out to you via email to organise something.
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John DiGregorio
Hello Pratishtha,
This really doesn't help my use case. I have a custom drop down field on the organization and want to pull a view of all customers with that attribute. I tried using the field name with the drop down value and the results came back empty. It would be nice to be able to create organization views similar to ticket views
JD
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Pratishtha Nahata
Hi John DiGregorio, thanks for reaching out. We've just launched a table-formatted interface for this page, so that Organization attributes are visible as columns. This is available at <yoursubdomain>.zendesk.com/agents/organizations. We have some powerful search capabilities on this page, some examples of which can be found here that might help with what you're looking for. We're working on new features now that we'll continue to add over time.
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John DiGregorio
Was this ever released? I am trying to find out how many customers are hosted versus cloud. We store this on the organization record, and not all organizations have opened cases, so it sounds like my only option is to create a query or use API keys. I am new to Zendesk but have been implementing and using calltracking tools for over 30 years and this is basic functionality that has been around for over 20 years with other products
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