Book Image

Mastering Zendesk

By : Cedric F. Jacob
Book Image

Mastering Zendesk

By: Cedric F. Jacob

Overview of this book

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you. It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment. By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.
Table of Contents (17 chapters)
Mastering Zendesk
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Custom ticket views


In order to take advantage of our ticket's automatic priority system, we will need to create views that sort tickets according to those values. Let's take a quick look at how we would set up such a view.

In order to navigate to the Views page, follow these steps:

  1. Click on the Admin icon (gear symbol) located in Zendesk's sidebar.

  2. Click on Views located under MANAGE within the admin menu.

  3. In order to create a new view, click on Add view on the right side of the screen:

We will be presented with an empty View waiting to be set up. We can divide this page into the following items:

  • View title

  • Meet all of the following conditions

  • Meet any of the following conditions

  • Formatting options

Setting up a view is not too different from setting up a trigger or automation. First we pick our conditions, followed by our preferred formatting options.

For ExampleComp, we will need three views according to our road map:

  • Tier 1 Support

  • Tier 2 Support

  • VIP Support

Our "Tier 1 Support" view should...