The Organization Cards app provides detailed, real-time insights about the organization linked to a ticket, directly within the ticket’s sidebar. This guide will walk you through the installation and configuration process, ensuring the app is customized to meet your company’s specific requirements.

App Installation

To install the Organization Cards app in Zendesk, follow these steps:

1. Log in to Zendesk Ensure you are logged in with administrator privileges.

2. Navigate to the Zendesk Marketplace Go to Admin Center > Apps and Integrations > Marketplace.

3. Search for Organization Cards Use the search bar to locate Organization Cards, then click Install.

4. Complete the Installation Follow the on-screen instructions to finalize the installation.

App Configuration

After installation, administrators must configure the app to align with the organization’s workflow and display preferences.

Accessing App Settings

1. Navigate to Admin Center > Apps and Integrations > Zendesk Support Apps > Organization Cards > Change Settings.

2. In the settings screen, adjust the app’s behavior and select which organization details to display.

Configuration Options

Checkbox Fields

These fields allow administrators to customize the information shown on the organization’s card:- Show Organization Name: Display the organization’s name prominently.- Show Organization Tags: Include all tags associated with the organization.- Show Organization Domains: Display the domains linked to the organization.- Show Organization Group: Show the group to which the organization belongs.- Show Ticket Visibility Restrictions: Highlight any ticket visibility restrictions set for the organization.- Show Organization Details: Reveal additional details about the organization.- Show Organization Notes: Display notes associated with the organization.- Show Custom Fields: Show all active custom fields linked to the organization.- Show Ticket Totals by Status: Display the total number of tickets for the organization, grouped by status.- Show User Totals: Show the total number of users linked to the organization.- Show External ID: Display the external ID assigned to the organization.- Show Creation Date: Show the organization’s creation date.- Show Last Updated Date: Show the date the organization was last updated.

Multiline Field (Hide Custom Fields)

Use this field to specify custom fields you want to hide on the organization’s card. Enter the names of the fields, one per line.

How the Organization Cards App Improves Workflow

The Organization Cards app simplifies ticket management by placing relevant organization data at agents’ fingertips. By tailoring the displayed information to your team’s specific needs, the app improves operational efficiency and customer service quality.

Final Steps

Once installation and configuration are complete, your team will benefit from streamlined access to key organization details within tickets. This ensures faster, more informed responses to customer inquiries.

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