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Mastering Zendesk

You're reading from   Mastering Zendesk Master the art of providing effective IT services to your customers by leveraging Zendesk

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Product type Paperback
Published in Jan 2017
Publisher Packt
ISBN-13 9781786461049
Length 412 pages
Edition 1st Edition
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Author (1):
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Cedric F. Jacob Cedric F. Jacob
Author Profile Icon Cedric F. Jacob
Cedric F. Jacob
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Creating custom fields

So now that we have a better understanding of fields in general and what types of fields there are, we can move to creating our own custom fields.

Before we do so, however, let's decide what custom fields we will need by reviewing our flowchart and road map:

Creating custom fields

Looking at our flowchart, we can see a few possible options when it comes to custom fields. We already know that we can create custom fields for users, organizations, and tickets. So let's divide our train of thought for now.

Custom user  fields

In Chapter 2, Agent Roles, Groups, Organizations, and User Tags, we decided to add the VIP user tag via the Zendesk API whenever a customer purchases a subscription. This still applies. But in order to visualize whether the user is a VIP, and to give our agents the option to upgrade a user to the VIP status manually without having to enter the tag, we should add a checkbox field. Setting the tag via API will still work fine and the checkbox will automatically...

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