To share your smart list with your team in Zendesk, you have two main options. First, if you're an admin, you can create a smart list template that can be accessed by all users on the account. This allows your colleagues to add the template from…
Smart list templates in Zendesk are a way for admins to share smart lists with all users on the account. These templates allow users to quickly access a filtered list of data from their working center. It's important to note that the records…
Yes, you can export a smart list from Zendesk to share data with someone outside of your account. This feature allows you to filter for a specific subset of data and then export it as a CSV file. This is particularly useful for sharing data with…
Smart list records might differ between users in Zendesk because they are based on each user's data permissions. When a smart list template is used, the data displayed is filtered according to what each user is allowed to see. This means that while…
Admins can create a smart list template in Zendesk to share a list with all users on the account. This involves setting up a smart list with the desired filters and then saving it as a template. Once created, users can add this template from their…