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    Add Custom Fields to the Agent Console

    You can add customized text and numerical fields to the Agent page. This is useful for capturing additional Agent related information such as an SKU, Warranty Date etc.

     

    1. From the left-hand panel click Admin > Custom Fields
    mceclip0.png

    The Custom Fields page displays.
    mceclip1.png

    2. Click Add Field

    The Add Field popup displays.
    mceclip2.png

    3. Enter the Custom Field details:

    • Target: Select Agent from the drop-down
    • Type: Select Text from the drop-down
    • Title: Enter the title for the custom field e.g. Comment for Technician

    4. Click Add

    The custom field will be added to the Agent form as in the picture below.
    mceclip4.png
    Still have a question? Contact us
    Alina Anton

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