Zendesk Sell Ideas

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  1. Shareable Smartlist

    Would like to be able to create a smart list and share it with a team.

    16 votes
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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  2. Filter by tags using `AND`

    Currently filtering by tags uses a `OR` operator. This means that if you filter all deals by two tags, for example, `Soccer` and `Youth`, you will get **all** deals that have the `Soccer` tag or the `Youth` tag.

    To illustrate this example, say you have 50 deals that are tagged `Soccer`, and 50 deals that are tagged `Youth`, and 25 of them overlap. You will get all 75 deals returned in your filter.

    With the `AND` operator, you could create a filter to see the 25 deals that contain both `Soccer` and `Youth` tags!

    6 votes
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  3. Negation and Composition of Filters

    The current filter implementation allows us to build up a single, big filter with combinations of 'any of' and 'all of' per property of a lead or contact.

    This is not enough control for my work, which requires that I exclude certain people from certain communications upon request. There is currently no reliable way of indicating on a lead or contact to have them excluded from certain communications. This is a major issue for bulk communication, as well as individual communications.

    With the addition of such a feature, it then becomes vital that there be a better way of composing…

    3 votes
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  4. More flexible Filters

    For example if you want to filter Leads or Contacts that have nerver been contacted AND have not been contacted for over 100 days you have to make 2 "smart" lists.

    please allow more customisation of the filters to make smarter lists. This issue continues allmost throughout the eintire program. For example in the Tasks menue you can't simply remove one filter. You only have the option to nuke the entire list.

    3 votes
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  5. Allow to quick add new custom field options on the fly from the list to multiselect like tags

    In the list of leads and contacts we can add new tags to the list on the fly. It would be great if we can quickly add items to multiselect list like we do for tags (so we can have alternative tag list). It could be an option to allow for this in the creation of the custom field. This will allow for the list to be edited on the fly.

    Note: We are using "Industry Tags" as we need to multiselect an sub level of industry and the industry fixed list does not work for us, but we don't…

    3 votes
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  6. Filter deals on the ios app

    Please create the ability to filter deals using the mobile app. We require the ability to quickly sort a deal by date of entry, value and if possible last correspondence. This would greatly enhance our callback efforts on the road and in the moments between appointments. As a company we are phasing out laptops. We require either fully functional Base App or the ability to use Base from Safari. Our sales team use Ipad Pros.

    3 votes
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  7. filter by mobile number

    To be able to filter by mobile so we can have a smartlist by mobile numbers for quicker tecting.

    1 vote
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  8. Email Sorting, Email Does or Does Not Contain: @text...

    Please improve the Email sorting feature. We have many contacts and we would like to be able to filter some thing like this:

    Email Does Not contain: @Gmail.com
    Email Contains: @Marketplace.Amazon.com

    And many more. This will allow our team to sort through emails that are potentially related to Businesses (@business.com), Schools (.edu), Military (.mil) and tons more options. This definitely should not be overlooked... it was one of the first things I tried to do when I imported all of our contacts.

    Currently, the only way to sort that I can find is alphabetically by first letter. We need to…

    1 vote
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  9. filtering by additional fields

    its great that I can filter by the latest outgoing email date but it would help a lot to know the content of that email (eg. subject line or name of email template used).

    An important of prospecting is developing numerous email templates so that they can be spread out over time. This additional filtering feature would help me keep track more easily.

    1 vote
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  10. more filter options

    now you can select fitlers to select en use, but you cannot select filters to discard, It would also be nice to be able to use the tag field more than once. now i have to make a new field to make the right selections.

    0 votes
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