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

For forms, custom fields allow your support team to reduce support cycles by asking the right questions from the beginning using your own custom forms.  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 Custom Fields

Step 4. Click on the Action menu and Click Add to the appropriate type of custom field you want to add: 

-Add Ticket/Form Field: To add custom fields that will be used in forms
-Add Company Field: To add custom fields that will be used in a Company card
-Add Contact Field: To add custom fields that will be used in a Contact card
-Add Asset Field: To add custom fields that will be used in an Asset Category 

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.

Step 6. Repeat steps 4 and 5 until you are happy with your creation of custom fields.

Note: To associate custom fields to custom ticket forms, see this FAQ

Want more information on Cayzu Helpdesk, visit: https://www.cayzu.com