How to the add custom fields to the Customer records ?.

Question

Hello,

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

jackyjoy

Saira Tehreem · Accepted Answer

Hi @jackyjoy123,Freshdesk provides you options tocreate your own custom fields in your customer contact forms and get the detailscollected from your contacts through these fields. You can also choose to have these custom fields visible and/or editable to your agents and customers.Navigate to Admin>Customer fields,drag and drop any field type you want to the contact form andcustomize your contact and company fieldsas per your requirement.Hope this helps!Happy Freshdesking :)

jackyjoy123 · Answer

Hello,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 theirAccounting Softwarefor each Customer or each Company.https://krogerfeedback.nl https://talktosonic.onl https://talktowendys.vip https://whataburgersurvey.onlIs there a way to do this within Freshdesk or does this comprise a feature request?thanksjackyjoythanks my issue has been fixed.

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