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

Roles and views


Although roles and views are very basic components of Zendesk, it does not mean that we do not learn about new ways to approach them along the way.

Creating a vacation view

At times, one or more of our agents will enjoy some deserved off-time. There are a few ways to handle situations like this.

Creating a vacation view and displaying all their open tickets is one of the easier and most practical solutions:

Adding the Ticket: Assignee condition to the any section allows us to add more than one agent at a time when needed.

Creating a history view

Being able to review previously updated tickets can be very helpful; especially, if we want to look back at a specific ticket that we dealt with before.

The easiest way to achieve this is by creating a view:

We will need to make sure that the Latest update by assignee column is included in our table view:

We should also order the tickets by Latest update by assignee and select Descending:

There we go. We can now view previously updated...