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User and Organization Fields

CRM Fields içinde
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Yayımlanan: 22 Eyl 2021|Son güncelleme: 22 Haz 2025

You can define fields for Users or Organizations, just as you can for Tickets.

These enable you to store extra information about Users and Organizations.

Create and Edit Fields Copy link to Create and Edit Fields to clipboard

To create and manage User and Organization fields, go to CRM > Fields and navigate to the Organization or User area.

To create a new field click on the + New button in the top right or click on an existing field to open the editing drawer.

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When you create a field you will need to specify the title and also the field type. You can read more on types in the section on Field Types.

There is also optional configuration you can add to fields. There are some universal options and some options specific to field type, which you can read more in CRM Field Options.

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