User and Organization Fields in Zendesk
What are user fields and organization fields in Zendesk?
User fields and organization fields in Zendesk are used to store information in profiles that can influence business rules and ticket handling. They can be custom fields like drop-down lists, text, numeric, and more. It's best to use drop-down and checkbox fields for consistent data entry and reporting. Be cautious of adding too many fields, as they can clutter profiles and complicate workflows. For more details, see the originalZendesk Fine Tuning article.
More related questions
How can I effectively use groups in Zendesk?
Groups in Zendesk help organize your team members efficiently. They can be used to assign tickets, create views, macros, send notifications, and report on performance. However, it's important to ensure that each group has a clear purpose to avoid…
What are the best practices for setting roles in Zendesk?
Roles in Zendesk define the permissions of your agents, and each user can only have one role. It's crucial to create as few roles as possible to maintain scalability and manageability. Limit the number of users with Admin permissions to avoid…
How do organizations work in Zendesk?
Organizations in Zendesk allow you to group end users, which can be useful for routing and reporting. Each ticket can only belong to one organization, so it's important to assign default organizations correctly. Organization tags are added to…
How can I optimize ticket fields and forms in Zendesk?
Ticket fields in Zendesk are crucial for storing information, routing, and prioritizing tickets. Use drop-down fields for clean reporting and effective business rules. Ticket forms display these fields and should only ask for relevant information…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
