Skip to main content
Solved

Customise Account Tier

G
Apprentice
Forum|alt.badge.img

Hi,

Is it possible to customise the Account Tier dropdown fields that appear when editing a Company? I’ve had a look through the settings and search through the help and community but cannot find any reference to being able to do this.

Thanks Gavin

Best answer by Soverton

Under Admin Go to Customer Fields and hit the Companies tab.  You should be able to edit the fields there. 

View original
    Did this topic help you find an answer to your question?

    3 replies

    Soverton
    Contributor
    Forum|alt.badge.img+3
    • Soverton
    • Contributor
    • 18 replies
    • Answer
    • May 9, 2024

    Under Admin Go to Customer Fields and hit the Companies tab.  You should be able to edit the fields there. 

    G
    Apprentice
    Forum|alt.badge.img
    • Gavin ITF
    • Author
    • Apprentice
    • 1 reply
    • May 10, 2024

    Thanks Soverton, that’s exactly what I was looking for.

    alyssia.correa
    Soverton
    2 people like this
    • alyssia.correa
      alyssia.correa
    • Soverton
      Soverton
    Yusuf Ahmed
    Community Manager
    Forum|alt.badge.img+7
    • Yusuf AhmedCommunity Manager
    • Community Manager
    • 123 replies
    • May 11, 2024

    Hi @Gavin ITF,

     

    Here is a Solution article which explains the same https://support.freshdesk.com/en/support/solutions/articles/203410-customizing-customer-fields#:~:text=Quick%20Guide%20to%20Creating%20Custom%20Company%20Fields. 

     

    Happy Freshdesking!

    Yusuf Ahmed, Freshworks Community ||Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our Freshdesk community. Fresh ideas, quality service :)
    alyssia.correa
    1 person likes this
    • alyssia.correa
      alyssia.correa

    Reply


    Most helpful members this week

    Terms of UsePrivacy Notice