The custom fields feature enables the gathering of relevant and additional information.
In the Sub-company settings, you can create custom fields separately for different entities like tickets, live chats, and customers. This is why there are three separate pages:
Livechat Custom Fields:
When editing fields here, you might want to provide options relevant to live chat interactions, such as customer satisfaction rating or issue severity.
Tickets Custom Fields:
Fields here could include options related to ticket details like priority, type of issue, or resolution status.
Customers Custom Fields:
Here, focus on customer-related information such as contact preferences, subscription details, or any other relevant data for your customer management.
Open page for what you want to add a custom field
Click "Create custom field" button.
Choose type, enter the name, description (optional) and default value (optional).
Click "Create" button. The custom field will then be added accordingly.
Note! The type value cannot be changed once the field is created.
Note! The provided default value will appear in the field when no value is set. This value cannot be changed once the field is created.
Once a custom field is created, it will appear on each existing entity - whether it's a ticket, live chat, or customer - based on what page change was made.
To edit an existing custom field:
Locate the desired custom field.
Click on it to open the sidebar.
Edit the fields: name, description.
Click "Save" button.
Once a custom field is edited, it will be updated on each existing entity - whether it's a ticket, live chat, or customer - based on what page change was made.
To delete a custom field:
Find the custom field in the table.
Check the checkbox to select it.
Click the "Delete tag" button.
Confirm the deletion by clicking "Delete" button in the pop-up dialog.
Once a custom field is deleted, it will disappear from each existing entity - whether it's a ticket, live chat, or customer - based on what page change was made.
