Adding Custom Fields to Organizations in Zendesk
How do I add custom fields to organizations in Zendesk?
To add custom fields to organizations in Zendesk, navigate to the Admin Center, click on 'People' in the sidebar, and select 'Configuration' > 'Organization fields'. Click 'Add field', choose a field type, and enter a Display name. You can also set additional options depending on the field type. Once done, click 'Save'. New fields are active by default and apply to all organizations.Learn more.
More related questions
Can I clone custom organization fields in Zendesk?
Yes, you can clone custom organization fields in Zendesk. To do this, go to the Admin Center, click 'People' in the sidebar, and select 'Configuration' > 'Organization fields'. Hover over the field you want to clone, click the option menu icon, and…
Who can create and edit custom organization fields in Zendesk?
In Zendesk, administrators and agents with custom roles that have the necessary permissions can create and edit custom organization fields. These fields are visible to agents but not to end users, ensuring that sensitive information is kept secure.
What types of custom fields can be added to organizations in Zendesk?
Zendesk allows you to add various types of custom fields to organizations, except for credit card fields. These fields can include text, drop-down, multi-select, checkbox, and more, enabling you to store a wide range of information tailored to your…
Can custom organization fields be used in triggers and automations?
Yes, custom organization fields in Zendesk can be used in triggers, automations, placeholders, search, SLAs, and reporting. This functionality allows you to automate processes and enhance the efficiency of your support operations.
Are there any limitations on the number of custom organization fields in Zendesk?
While there is no official limit to the number of custom organization fields you can create in Zendesk, performance issues may arise if you create around 160-200 fields. It's important to monitor performance as you add more fields.
How can I reorder custom organization fields in Zendesk?
To reorder custom organization fields in Zendesk, navigate to the Admin Center, click 'People' in the sidebar, and select 'Configuration' > 'Organization fields'. You can then use the drag-and-drop icon to manually reorder the fields as needed.
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