Cayzu Help Desk Support

How can I add custom fields to my help desk?

Updated: 12/06/2017
Article #: 80

Custom fields can be added to Forms, Companies, Contacts and Assets. 


For forms, custom fields allow your support team to reduce support cycles by asking the right questions from the beginning.  For example, if you do tablet support, you might want to ask what version of the operating system the user is running upon them submitting a help ticket request. 


For Companies/Contacts: Custom fields allow you to track extra details about a company or contact so when they do submit a ticket, any extra information required by the agent will be available quickly in each of their contact/company card.


For Assets: Custom fields allow you to customize what you want to track for specific Asset classes.  For example, you might have a computer class and track each machine's serial number, service tag and operating system.  



To add a custom field to your Cayzu end-user portal, follow these steps:

Step 1. Log in to Cayzu help desk portal with an administrative account  

Step 2. Click on Admin (left side) 

Step 3. Click on Manage Custom Fields (Under Custom Fields)

Step 4. Click on Add Custom Field

Step 5. Select the type of custom field you would like to add (Contact,Company, Form or Asset) and fill in all required information and click Save.

Repeat steps 4 and 5 until you are happy with your selection of custom fields.



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