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Administration‎ > ‎

Custom Fields

To add custom fields, go to ADMIN -> CUSTOM FIELDS tab.

The Custom Fields section allows you to create fields unique to your organization for Tickets, Users, Products, Product Versions, Customers, Customer Products, and Customer Contacts.  Each of these different areas in the application can have as many different custom fields as you want.



Simply select the field type you want to modify the custom fields for in the "Field Type" pulldown (if you select Tickets, a second pulldown for Ticket Type will appear), then click "Add Custom Field".  You will be prompted for a name, Property Type and Description.  The name is the field name displayed in the ticket window, and the description is for your internal use to describe what the field is supposed to be used for.


 
The Property Type field has 5 possible options:
  • Text:  This is used when you simply want a place to enter additional text information with no restrictions.
  • Number:  This will only allow numbers to be entered.
  • Pick List:  When you select Pick List you will get an additional field in the dialog named "Pick List Values".  You can enter the specific items you want to appear in the pulldown here with carriage returns.  We also suggest you manually type in the word "Select" as the first value.  For example:
Select
A
B
C
  • Date and Time:  The user will only be allowed to enter a date/time, and will be prompted with a clock and calendar dialog to help them.
  • True of False:  This is used when you want the user to enter only a true or false value.  It will be presented to the user as a checkbox (checked = true, unchecked = false).
The "Visible on Portal" checkbox allows you to define which of  your custom fields are shown to users of your Basic and/or Advanced portals.  This allows you to have some fields which are shown to your customers and others which are only displayed to internal users.  Note that this only applies to Tickets.

Grouping:
Many TeamSupport customers tend to add a lot of custom fields under the Customers section.  To help better organize this data, you can group fields into categories.  Just click on the "add category" link, then drag/drop the custom fields where you want them to be.  You can also drag/drop entire categories to reorder them as well.


Once you add fields and place them into categories, this is what you will see under the Customers section on the Details tab: