Customer Context

Give agents customer context without another search. Customer Context brings selected customer fields, organization memberships and recent tickets into ticket and user sidebars. Open organizations, users and tickets in Zendesk workspace tabs.

What it helps you do

• See a customer's organization memberships together.

• Keep standard and custom customer fields within reach.

• Match focused profiles to your team's workflows.

• Preview recent-ticket descriptions in place.

• Copy context or prepare an editable internal-note draft.

Common use cases

Surface account details and earlier requests across organizations.

How it works

1. An administrator chooses fields, labels and section order in the admin page.

2. Single profile uses one profile; Multiple profiles selects the highest-priority match.

3. Agents read, copy or open the relevant Zendesk record.

Data and privacy

Reads use Zendesk permissions; profiles stay in installation settings. No external backend or analytics. Copy uses the clipboard; note insertion edits an unsent draft. Customer records stay read-only. If you send a support request, a Zendesk ticket includes your message, name, email and subdomain for LPM. Privacy policy.

Requirements and limitations

Requires Zendesk Support app access and record permissions. Administrators configure profiles. Optional lookup/custom-object records require the relevant feature, plan and access.

Recent tickets use the first 25 search results; indexing can lag. Previews show original descriptions, not replies. Related records expand one level, up to 40 per load. Ticket views use the ticket organization; user views use the default organization. Profiles organize information, not permissions.

Customize the context agents see

Choose standard and custom user and organization fields, rename display labels, reorder fields and sections, and hide empty values. Use one shared profile or, with Multiple profiles, match up to 30 profiles by tags, ticket form, brand or group.

Grown by LaPlante Management

This app was designed and developed by LaPlante Management, a Zendesk Premier Implementation Partner and the Zendesk North American Commitment to Excellence Partner of the Year.

Need a custom Zendesk app, workflow, dashboard, or integration designed around your organization? We build practical solutions that fit your processes and make Zendesk easier for your team to use. Visit laplantemanagement.com to learn more.

Install Customer Context to keep useful customer information within reach.