Creating Fields

Creating a Custom Field in Zendesk

Zendesk is a powerful customer service platform that allows businesses to provide support to their customers efficiently. One of the key features of Zendesk is the ability to create custom fields, which can be tailored to specific business needs. Custom fields allow you to collect and store additional information about your customers, tickets, or any other relevant data in Zendesk.

Steps to Create a Custom Field in Zendesk:

1. Log in to your Zendesk account: Start by logging in to your Zendesk account using your credentials.
2. Access the Admin settings: Once you are logged in, navigate to the Admin settings, which is usually located in the lower-left corner of the Zendesk dashboard.
3. Select the "Manage" tab: In the Admin settings, locate and select the "Manage" tab to access the customization options.
4. Choose "Ticket Fields" or "User Fields": Depending on whether you want to create a custom field for tickets or user profiles, choose the respective option from the menu.
5. Click on "Add Custom Field": Look for the option to add a new custom field and click on it to start creating your custom field.
6. Define the field details: Fill in the necessary details for your custom field, such as the field type (text, dropdown, checkbox, etc.), field name, description, and any other relevant settings.
7. Set visibility and permissions: Choose who can view and edit this custom field - agents, end-users, or both. You can also set permissions based on user roles.
8. Save your custom field: Once you have configured all the settings for your custom field, save the changes to create the field in Zendesk.

Custom fields in Zendesk can be a valuable tool for businesses to gather specific information that is crucial for providing personalized and efficient customer support. By following these steps, you can easily create custom fields in Zendesk to enhance your support processes and tailor the platform to your unique business requirements.