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Customer Number on Customer Profile

Related products:Freshdesk
  • January 7, 2015
  • 3 replies
  • 12 views

It would be great if you could add a customer number or customer reference box for the customers.


I.e when you edit a customer there would be a box saying Customer Number : ________


It would be even better if that were searchable as well.


Any large scale organisation uses a reference or number so I can't imagine we'd be alone in finding this useful.

3 replies

  • Contributor
  • January 8, 2015

Don't know if any of the plans don't allow this, but we easily added a Customer Account number from the admin screen.


Admin --> General Settings --> Customer Fields.  I just drug a single line Text field down, labeled and was all setup.


Searching I don't see any way to do.


  • Author
  • Contributor
  • January 9, 2015

Never even noticed I could do that!  Done.


aravind.sundararajan
Skilled Expert
Forum|alt.badge.img+12

Hello,


We do provide external ID option for contacts - https://support.freshdesk.com/support/solutions/articles/226804-identifying-contacts-with-an-external-id .


This allows you to easily port over unique identifiers stored in your internal systems and search for a contact based on this value.


Cheers!