Open a ticket whose form has one or more lookup fields. The app shows a card for each of them in the ticket sidebar.
See the linked record
Each card shows the field’s name and the linked record’s name. Click the card’s arrow to open or close it. An open card lists every field of the record, with each value shown as it should be: a photo, a link, a mail link, a call link, Yes or No, or tags.
Click the open-in-new icon on a card to open the full record in Zendesk.
Change a custom object record
On a custom object lookup, click the pencil icon on its card.
- Type in the search box. The app searches every text field of the records, not just the name. Each result shows the fields that help you tell records apart.
- Click Filters to narrow the list on the records’ own fields, such as a dropdown, a date range or a checkbox.
- Click the record you want. The lookup field on the ticket changes to it, and the card shows its fields.
- Save the ticket to keep the change. Click Cancel to stop without changing anything.
Several lookup fields
Every lookup field on the form gets its own card, whatever it points to: a custom object, a user, an organization or a ticket. When you change a lookup field or the ticket form, the cards update straight away.