Knowledgebase

Support Department Custom Fields

WHMCS allows you to create custom fields for support departments, enabling you to gather additional information from clients when they submit a support ticket. This feature is helpful for tailoring your support process to specific client needs. Here's how you can work with support department custom fields in WHMCS:

Creating Support Department Custom Fields:

  1. Log into WHMCS:

    Access your WHMCS admin panel using your administrator credentials.

  2. Navigate to Support Department Custom Fields:

    • Go to "Setup" in the top menu.
    • Click on "Support."
    • Select "Support Departments."
  3. Select a Department:

    • Choose the support department for which you want to create custom fields.
  4. Create a New Custom Field:

    • Click the "Add New Field" button.
  5. Fill in Field Details:

    • Enter a name for the field (e.g., "Operating System").
    • Choose the field type (e.g., text box, dropdown menu, etc.).
    • Set any validation rules or options relevant to the field type.
  6. Specify When to Display:

    • Select when the custom field should be displayed (e.g., on ticket open, on ticket reply, etc.).
  7. Save Changes:

    • Click the "Save Changes" button to create the new custom field.

Editing or Deleting Support Department Custom Fields:

  1. Navigate to Support Department Custom Fields:

    • Go to "Setup" > "Support" > "Support Departments."
  2. Edit Field:

    • To edit an existing support department custom field, locate it in the list and click on its name.
    • Make the necessary changes and click "Save Changes."
  3. Delete Field:

    • Be cautious when deleting custom fields, as it may result in data loss.
    • To delete a support department custom field, locate it in the list and click the red trash can icon next to it.

Using Support Department Custom Fields:

  • Custom fields for support departments will now be associated with the specified department.
  • When a client submits a support ticket to that department, they will see the custom fields on the ticket submission form.
  • The information entered by the client will be visible in the ticket details in the admin area.

Support department custom fields in WHMCS provide a flexible way to gather specific information from clients when they submit support tickets. This allows you to tailor your support process to suit individual client needs and provide more targeted assistance.

  • 0 Users Found This Useful
Was this answer helpful?