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Add Custom Fields to the Agent Dashboard

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

To create a custom field in the Agent page follow the steps below:

1. From the left-hand panel click Admin > Service Desk Management > Custom Fields
custfield1.jpg
The Custom Fields page displays.
custom1.jpg
2. Click Add Field
The Add Field popup displays.
custfield6.jpg

3. Enter the Custom Field details:

  • Target: Select Agent from the dropdown
  • Type: Select Text from the dropdown
  • 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.
custfieldnew2.jpg
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