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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Administrator Guide > Set up the application > Define client custom fields

Define client custom fields

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Created by Steve.Hawkins, last modified by Anthony.Rinaldi_ret on Jul 18, 2016

Views: 22 Votes: 0 Revisions: 5

Use the Defining Client Custom Fields screen to create custom client fields.

  1. Click Setup.
  2. Select Clients > Client Custom Fields.
  3. Click New.

    The Client Custom Fields screen displays the default values for a new custom field.

  4. Enter a Label to identify this field.

    File:Success_Center_V2/Web_Help_Desk_(WHD)/WHD_Admin_MT/070/1I0/WHD-OB-Client-Custom-Field-Label.png

  5. On the Display Order drop-down menu, select this field's position within the Custom Fields section of a ticket.
  6. In the Clients and Techs sections, specify whether each group can see or edit the custom field.

    Techs with admin accounts can edit all custom fields.

  7. Select the Type of input this field will accept.

    File:Success_Center_V2/Web_Help_Desk_(WHD)/WHD_Admin_MT/070/1I0/WHD-OB-Client-Custom-Field-Type.png

    The remaining fields change based on the Type you select.

  8. Complete the remaining fields. Point to any field name to display information.

  9. Click Save.
 
Last modified
14:29, 18 Jul 2016

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