Searching Custom Fields in Zendesk Sell
Can I search custom fields in Zendesk Sell?
Yes, you can search custom fields in Zendesk Sell. When you enter a keyword in the global search field, the search will include any custom fields you've added to your account. This ensures that all relevant data, including customized information, is included in your search results.
More related questions
How do I use the global search feature in Zendesk Sell?
The global search feature in Zendesk Sell allows you to easily find data within your account. Simply click on the global search field in the upper right corner, and you'll see a list of items you've recently visited for quick access. Enter any…
Can I filter search results in Zendesk Sell?
Yes, you can filter search results in Zendesk Sell to make finding information easier. After entering your keyword in the global search field, you can refine your results by selecting specific categories such as Deals, Contacts, or Tasks….
What categories can I search within Zendesk Sell?
In Zendesk Sell, you can search within several categories to narrow down your results. These categories include All, Deals, Contacts, Leads, Notes, Tasks, Documents, and Appointments. This categorization helps you quickly find the specific type of…
How can I search for email messages in Zendesk Sell?
To search for email messages in Zendesk Sell, you need to use the Communication Center. This feature allows you to search through your email messages and refine your list by criteria such as viewing only your leads in the Inbox. For more details,…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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