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
+6Hi
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!
+6Hi
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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