Fanatically Zen with SugarCRM and Zendesk

Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and Sugar integration, your teams will be able to stay up-to-date on all relevant records whether they're working in Zendesk or SugarCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

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#3801 - Custom Fields in Zendesk Plugin

Closed Feature created by thdillinger 5 years ago

Hello, one of our customers uses Fanatically Zen Professional. They would like to see more information in Zendesk, coming from SugarCRM. Can we also display data from Opportunity, linked to an Account, or should we have the fields to be displayed on Account level? How can we communicate the additional fields to you? Thank you, Thomas

Fanatical Labs Provider Affiliate
5 years ago
Hi Thomas, I'm happy to help with this.

The easiest way to take care of this is to get on call and I can update the configuration so your customer can see the extra fields on the Zendesk side. Please use this link to pick a day/time that works for you: https://calendly.com/fanaticallabs/zendesk-support-meeting

Here are a few things we'll need for the call:
1. Admin access to Sugar and Zendesk
2. List of new fields you want to display
It depends how data is currently being displayed in Zendesk for whether or not we can grab data directly from the related Opportunities or if we need to have the data live on the Account record. We should be able to figure it all out on the call.

Let me know if you have any other questions in the meantime. Looking forward to the chat.

Thanks!
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thdillinger
5 years ago

Hello, would Wednesday 1st August at 3pm or 3:30 pm CET be possible? I need several people form customer site to join the meeting. Thanks, Thomas

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Fanatical Labs Provider Affiliate
5 years ago

Hi Thomas, that time should work.

I just sent you a calendar invite. Please let me know if that is not the correct time.

Thanks!

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Fanatical Labs Provider Affiliate
5 years ago

Hi Thomas, we were able to meet last week and get those fields added for your client. I'm going to close this case out now. Please let me know if you or your client needs anything else. Thanks!

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