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Custom fields should have same abilities as canned fields

Related products:Freshdesk
  • January 2, 2015
  • 2 replies
  • 29 views
K
Contributor

There are several requests scattered about regarding the new custom fields for contact/company. They are all related to simply making them "first class" objects in the system, the same as the canned fields. FD should learn from history as this area trips up all the major CRM vendors (and it's not really that hard..)


Custom fields should be able to:


  1. be used as placeholders
  2. Trigger events
  3. Be available in canned responses
  4. Act as filters
  5. Accessed from API
  6. Import/export
  7. etc
same as the canned fields. 

2 replies

A
Contributor
  • abishek
  • Contributor
  • January 5, 2015

Custom fields for contacts/companies are being released in phases. It was first made available so that customers can create custom fields. Its already available via API. In the coming weeks you will see it come up in


1. Trigger Events

2. Import/Export

3. Placeholders

aravind.sundararajan
Skilled Expert
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Hello,


Custom fields can be used as placeholders in email notifications and also as conditions in automation rules. You can also access them via API as per our documentation available here.


Cheers!

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