Adding Fields to the User Essentials Card in Zendesk
What fields can be added to the user essentials card?
You can add a variety of fields to the user essentials card, including standard and custom user fields, contact information, and organization memberships.
To add fields, navigate to the Cards page in the Admin Center, click '+Add field', and use the search bar to find the desired field. Only fields with values will display in the Agent Workspace, ensuring agents see only relevant information.
More related questions
How do I access the Cards page in Zendesk Admin Center?
To access the Cards page in Zendesk Admin Center, navigate through the Admin Center interface. Start by clicking on 'Workspaces' in the sidebar, then select 'Agent tools' followed by 'Cards'. This will take you to the Cards page where you can…
What is the user essentials card in Zendesk?
The user essentials card is a feature in Zendesk's Agent Workspace that displays key information about the ticket requester. This card appears in the context panel and can be customized to show the most relevant data by adding, removing, or…
How can I configure the user essentials card in Zendesk?
Configuring the user essentials card in Zendesk allows you to tailor the information displayed to agents. To configure it, go to the Admin Center, click on 'Workspaces', then 'Agent tools', and select 'Cards'. Here, you can add, remove, and reorder…
Can agents edit user fields directly from the essentials card?
Currently, agents cannot edit user fields directly from the essentials card in Zendesk. While the card provides a streamlined view of user information, any edits to user fields must be done through the user's profile. However, feedback from users…
Why can't I see the essentials card in my Agent Workspace?
If you can't see the essentials card in your Agent Workspace, it might be because the Agent Workspace isn't activated. To configure and view the essentials card, ensure that the Agent Workspace is activated. This feature is available on all Zendesk…
How do I reorder fields in the user essentials card?
Reordering fields in the user essentials card is a simple drag-and-drop process. In the Admin Center, go to 'Workspaces', then 'Agent tools', and select 'Cards'. Click on 'User essentials card' to see a preview of the current setup. To reorder,…
Is the essentials card feature available for all Zendesk plans?
The essentials card feature is available for all Zendesk plans, but the ability to configure it is limited to Enterprise plans and above. This means that while all users can benefit from the essentials card, only those on higher-tier plans can…
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