Custom Ticket Fields: Setup Guide

The Custom Ticket Fields feature in LimeChat enables teams to capture tailored data, enhancing support workflows and reporting.

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Steps to setup custom ticket field

Setting up custom ticket fields is simple and can be done quickly. Here’s a step-by-step guide:

1

Go to Ticket Field Settings: Access the settings menu in your CRM and navigate to the "Custom Fields" section.

2

Create a New Field: Click on "Add New Field" and choose the type of field (text, drop-down, checkbox, etc.) that suits your needs.

3

Define Field Attributes: Enter a clear and descriptive name, provide a field description, and set default values or options if applicable.

4

Save and Publish: Save your new custom field and publish it to make it available for use in ticket forms and views.

Refer to the following link for a detailed step by step guide:

https://limechat.clueso.io/guide/custom-ticket-fields

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Best Practices

• Easy-to-Use Fields: Make fields easy to understand and use to avoid data entry errors.

• Keep Custom Fields Relevant: Regularly review and update fields to ensure they remain relevant to current business needs.

• Train Teams on Field Usage: Ensure all users understand the importance and correct usage of custom fields.

• Test Fields Before Deployment: Ensure the new field works as intended without causing confusion or errors.

• Communicate Changes to Your Team: Inform agents and managers about new fields and provide training if necessary.

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