Hello!
We are looking for a way to have the information related to a custom object appear when that custom object is selected when an agent is creating a ticket. Similar to how a contact details are displayed when selected. Ideally the custom object info would show up below the contact details
Hi
Good day to you!
Yes, that’s possible. Please check this article:
https://support.freshdesk.com/en/support/solutions/articles/50000004941-custom-objects-portals
I believe this resolved your concern. Please reply back to this thread for any queries!
So just to clarify, I only want this information to be viewable by the agent when they are creating a ticket for a user. We dont want the customer to be able to view the custom info.
thanks!
Hi
Good day to you!
Sure, You can use “Look up” to associate Custom objects with Tickets.
https://support.freshdesk.com/en/support/solutions/articles/50000004226-understanding-associations-in-custom-objects
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