TobyH Howard

Question In Explore, I'd like to export all the tabs from my dashboard. How can I proceed? Answer In dashboards, you can only export tabs one by one. As a workaround, export each tab separately. T...

Question How are tickets created from article searches captured? Answer The Ticket Created metric is related to the help_center_data cookie. When users search the help center, this cookie saves sea...

QuestionWhy can't I create reports or dashboards in Zendesk Explore?AnswerThe reason why you can't create reports or dashboards might be due to plan limitations or permission issues.Plan limitation...

QuestionWhy can't a Talk team lead view calls in the Talk live dashboard?AnswerAccess to the Talk dashboard depends on the user's roles and permissions. These are configured differently depending o...

QuestionWhy does the name of the report not update on the dashboard?AnswerYou can include report to a dashboard from components. Components and reports are separate objects. Components take the nam...

Question The ability to log a visit on the Sell mobile app is unavailable. Why is the Log a visit button greyed out? Answer The ability to log a visit is available on the Sell mobile app if the fun...

Question Where does Reach data come from and what Sell fields can I automatically get information for? Answer Reach prospecting and enrichment data is powered by Clearbit. The data from Reach will ...

Issue symptoms I'm a Support agent that should also have access to Sell. I click the product tray and select Sell, but I'm unable to access my account. I am blocked by the error message: Your Sell ...

Question How do I change the email address that receives my notifications? Will this impact my integrated email address?  Answer There are two places in your Sell settings to add an email address. ...

Question  When viewing a lead or a contact, I would like to update the address from my mobile app. How do I update the address? How do I get directions to visit my lead or contact? Answer To update...