+2
Hi All,
On PRO plan. I have over 200 Companies in Freshdesk each raising tickets on a single product. I’d like to hold information against each Company.
Small pieces of information, such as who each customer is hosted by on a drop down list and then that list be reportable.
Is this possible? The only place I can see is the details, and you can’t report on it and it’s just free text.
Thanks
Jon
+13
Hi All,
On PRO plan. I have over 200 Companies in Freshdesk each raising tickets on a single product. I’d like to hold information against each Company.
Small pieces of information, such as who each customer is hosted by on a drop down list and then that list be reportable.
Is this possible? The only place I can see is the details, and you can’t report on it and it’s just free text.
Thanks
Jon
Hi,
Not sure what you mean with hold information, hosted by ?
Can you make a screenshot and explain what you are meaning ?
//Daniel
+2
I just want to be able to hold a piece of information against the Company. So for example each customer is either hosted by a provider called ABC and the others are a provider DEF. I want to be able to hold that information for each Company. There doesn’t look to be anywhere to do this in Freshdesk.
+13
Custom fields on the company. Then you can use the field to set a tag on the tickets with automations.
You can create reports on tags.
You can try out this app Freshdesk Company Viewer Integration | Freshworks Marketplace
It’s only for standard fields but can be extended with custom fields.
+2
Thank you.
+13
Thank you.
You go to Admin → Customer Fields → Companies then click on the drag & drop field you want to add.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
