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Topics started by mcperr3

2 Topics

mcperr3
Apprentice
mcperr3Apprentice
asked in Contacts & Companies

Adding fields/columns to contacts view

On the Freshdesk contacts page, how can I customize the fields/columns shown? I want to hide “Facebook” and “Twitter” and show a custom customer field (“Department”) that I created. Is this not possible on the Growth plan?

14
miles-rp
Apprentice
2 months ago
mcperr3
Apprentice
mcperr3Apprentice
asked in Automations and Workflows

Requester Department

I would like to be able to sort my tickets by requester department (e.g., sales, production, packaging, etc) either via a custom ticket field or a custom customer field. I also don’t want to require the requester to have to set their own department when submitting a ticket via the portal. I want that to happen automatically somehow.Am I able to set up requester groups to enable this sort of functionality or how would I accomplish this? What I’ve done so far is created a custom ticket field of “department” and created a few automations to automatically apply a department to incoming tickets depending on the requester email address but that will be difficult to manage in the long term. 

1
mcperr3
Apprentice
2 years ago

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