The Field Manager service desk settings help you configure the default and custom fields for your service desk clients.
The Client form allows you to capture information about the supported clients. By adding relevant details to this form, your team can quickly access important context while handling tickets.
You can enhance the form by adding custom fields based on your business needs. For example, adding a field for Support Tier helps agents understand the level of service assigned to a client, enabling them to deliver more accurate and efficient support.
Key capabilities include:
Adding new custom fields to collect client-specific data.
Marking fields as mandatory to ensure critical information is always captured.
Customizing the client form helps streamline support operations and ensures your team has the right information when they need it.
Configure client fields
To customize the client fields, follow these steps:
Go to Admin > Field Manager > Client Fields.
Drag and drop the required field to the form:
Single Line Text
Paragraph text
Checkbox
Dropdown
Number
Decimal
URL
Date
In the Properties section, update the required information. For example, if you are adding a Single Line Text filed, you need to update the following:
Select the Required when submitting the form checkbox if you want to mention the field as mandatory.
Enter the field name.
Click Save.
