Answered

How to add custom fields to Customer records

Hey everybody,

My question is pretty simple. All I want to do is add new / required fields to Customer records, the same way that FD allows you to add custom fields to Tickets. We run a helpdesk for customers using financial analysis software, and we need a field for their Accounting Software for each Customer or each Company.


Is there a way to do this within Freshdesk or does this comprise a feature request?


Thanks.


Best Answer

Hello, 


We've now rolled out the Custom Field for Contacts and Companies. Please read more about it here - https://support.freshdesk.com/support/solutions/articles/203410-customized-customer-fields. 


Sorry for the delay in getting this out. Please do feel free to pass on your feedback. 


Thanks,

Anna


6 people have this question

Hey Ian, 


Thank you for posting on our Forums. 


This sure is one of the Feature Requests that is on our roadmap. 


Once we arrive at a concrete ETA, I will run you an update!


Thanks,

Anna!

Hi - I would also be interested to know when this feature is available - it's a primary function that our business would use.  


Thanks,


Ruth

Actually, this is also needed at the agent level. For example, I want to add a a custom field ID to use to store our active director users ID so that I can auto login users from our website. The system here uses email as user id. Our active director uses user name. If I had a field to store that value at the user/agent level, I would not have to query AD for that info...

Answer

Hello, 


We've now rolled out the Custom Field for Contacts and Companies. Please read more about it here - https://support.freshdesk.com/support/solutions/articles/203410-customized-customer-fields. 


Sorry for the delay in getting this out. Please do feel free to pass on your feedback. 


Thanks,

Anna