Using Custom Fields in Group by Dropdown in Zendesk
Why can't I use custom fields in the Group by dropdown?
If you're unable to use custom fields in the Group by dropdown when creating a widget, it's likely because those fields aren't supported in that context. Zendesk's system may have limitations on which fields can be grouped by, so ensure you're using fields that are compatible. For more detailed guidance, you might want to consult Zendesk's support or documentation.
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If you're seeing the 'Export failed' error when trying to export your Smart List, it indicates a problem with the export process. Unfortunately, the help documentation doesn't provide a specific solution for this error. It's recommended to check…
Can I add custom widgets to my Sell Performance Dashboard?
Unfortunately, you cannot add custom widgets to your Sell Performance Dashboard in Zendesk. The dashboard is designed with a set of predefined widgets to maintain consistency and functionality. If you need specific data, consider using the…
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Creating a report on the number of deals for each company in your Zendesk Sell account isn't directly supported. However, you can use existing reporting tools to filter and sort deals by company manually. For more complex reporting needs, consider…
How can I share my smart list with my team in Zendesk?
To share a smart list with your team in Zendesk, you need to ensure that the list is set to be visible to others. By default, smart lists are only visible to the creator. You can adjust the visibility settings to share it with your team members….
Why are my leads missing in Zendesk Sell?
If you can't find certain leads, contacts, or deals in your smart lists, they might be filtered out or not included in the current view. Double-check your filters and search criteria to ensure they match what you're looking for. If the issue…
Can I add notes to a Zendesk Sell smart list?
No, you cannot add a column of notes directly to a smart list in Zendesk Sell. However, you can add notes to individual records within the list. This allows you to keep track of important information related to specific leads, contacts, or deals.
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