Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to
Yes, you can add new fields to the forms of all modules (Requests, Solutions, Contacts, Contracts, Accounts, Products and Tasks).
To add new fields, Goto Setup > [Module] Settings > Fields List > New Custom Field > Select Field type > name the field and Save.
For more refer Add New Fields.
Related Articles
What are the modes available to add a new Request?
A new request can be added in 5 unique modes. 1. Manual Addition: When your customer lodges an issue over phone, the support rep tending to the customer can manually add a request by filling the Add-Request form.. 2. Via E-mail : Your customers can ...
Add a new article case
Add a new article case Add a new article case Add a new article case
Can I hide fields for Support Agents?
You can hide fields using Field Level Security. Goto Setup > Admin Settings > Field Level Security Select the profile name, module and uncheck the fields you want to hide and Save. To create Profile Goto Setup > Admin Settings > Profiles > Add New ...
Can I merge two requests?
Yes, when a customer has sent more than one e-mail for an issue with different details in each mail, then you can merge these requests into one and work on a single request. You can even merge two requests from different contacts if need be. To learn ...
How can I use Map Dependency Fields?
Map Dependency Fields allows you to create dependencies between two pick list fields. For example, let us say you have a field called "Issue Type" and the options for this field is "Software, Computer, Printer, etc". Let us say you have another field ...