Cayzu allows you to create custom fields are are associated to either a Form, Company, Contact or Assets. To create a custom field, see this FAQ.
To associate a custom field to the ticket view of an agent, you'd follow these steps or watch our YouTube tutorial:
Note: Before following these steps, ensure that you've created a custom field for a form.
1. Log in to your Cayzu Help Desk account with an administrative user
2. Click on Admin (left side menu) to access the Admin section
3. Now Click on Custom Forms
4. Select the form in question (or add a new form) by Clicking Edit
5. From the Custom Fields drop down select the desired custom field
6. Click Add Field. (Repeat as necessary to add more fields).
7.(Optional) To re-order fields, simply drag and drop.
8. Once complete, Click Save at the bottom.
9. All set.
Your custom fields will now be displayed when your customers select that specific form on your end-user customer portal.
Want more information on Cayzu Help Desk? Visit https://www.cayzu.com
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