If you’re using Zoho Desk and need to customize your New Ticket form with specific fields, you’re in the right place. Customizing your ticket form allows you to gather relevant information efficiently. Here’s a step-by-step guide on how to add custom fields to the New Ticket form:
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Login to Zoho Desk:
Start by logging in to your Zoho Desk account using your credentials.
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Access Settings:
Once logged in, navigate to the Settings section. You can usually find this option in the top-right corner of the dashboard.
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Select Layout and Fields:
Within the Settings menu, locate the “Customization” section. Click on it to reveal further options, and then select “Layout and Fields.”
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Navigate to Fields List:
On the left-hand side of the screen, you’ll see a menu bar. Look for “Fields List” and click on it to proceed.
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Create or Edit Fields:
At the top-right corner of the Fields List page, you’ll find the “Create or Edit Fields” button. Click on it to start customizing your fields.
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Drag and Drop Fields:
Now, you’ll see a list of available fields that you can add to your New Ticket form. To add a field, simply click and drag it to the desired position on the form. You can rearrange the fields as needed to create the layout you prefer.
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Save Changes:
Once you’ve added all the necessary fields to the New Ticket form, don’t forget to save your changes. Look for the “Save” or “Save Changes” button, usually located at the bottom of the page.
By following these straightforward steps, you can quickly and easily tailor the New Ticket form in Zoho Desk to collect the information that matters most to your business. Whether you need additional contact details, specific issue categories, or any other custom fields, Zoho Desk’s customization options make it easy to adapt the ticketing system to your unique requirements.
Take advantage of this feature to streamline your ticketing process and provide a better experience for both your customers and support team. Happy customizing.
