Working with Custom Fields on Tickets

Easily view and edit custom fields directly from a customer's ticket. Manage custom Ticket Fields, Customer Fields, and Company Fields from the Info panel on the right side of tickets. 

To manage custom fields on a ticket:

  1. Go to the relevant ticket. 
  2. Select the custom field type you'd like to manage in the Info panel on the right:
    • Ticket Fields: Used by team members to collect details about tickets. You can add Ticket Fields to your contact forms for customers to fill out. Learn More
    • Customer Fields: Used by team members to collect details about customers. Learn More
    • Company Fields: Used by team members to collect details about companies. Learn More
  1. Place your cursor to the right of the custom field you want to set and click Set value.
    Note: Click an existing value to edit it.
  1. Edit the value and press Enter on your keyboard.