How do I add custom fields to helpdesk tickets in GoTo Admin?
As an admin, you can add custom fields to helpdesk services to let your agents save additional information when they create helpdesk tickets.
How to change the visibility of ticket details in the Customer Portal?
Results: Changes are applied instantly.
When an end user creates a ticket from an email, mandatory fields are not filled in automatically. An agent must add those details when updating the ticket for the first time in the Console.
Frequently Asked Questions
- What happens to data in custom fields when an agent transfers a ticket?
- Custom fields are cleared when you transfer a ticket to another helpdesk service, even if the target helpdesk service has the same custom field available.
- Are custom fields visible to end users?
- You can make the Category, Priority, Due Date, and all custom fields visible in the Custom Portal so that when an end-user creates a new helpdesk ticket, these fields are displayed.
- Can I use the same custom fields in multiple helpdesk services?
- A custom field is created for one helpdesk service only. You can use the same field in multiple helpdesk services, but you have to create the same custom field for each service separately.
- Can an admin create the same custom field in multiple helpdesk services?
- Yes. However, when a ticket is transferred to another service, the content of custom fields is always cleared.
- What if a ticket has a custom field and an admin deletes that field in GoTo Admin?
- Deleted custom fields become hidden in helpdesk tickets, but are not deleted from the actual tickets. When an admin restores a deleted custom field, their content will be visible again.
- Can an admin undo the deletion of a custom field?
- Yes, admins can restore deleted custom fields in GoTo Admin by clicking Restore deleted fields in the top right.