Today is a big day here at Helpmonks as we just released one of the most requested feature - Custom Fields.
With custom fields you can store relevant data for each customer right within the conversation itself. With default values and validation you can rest assure that users enter the correct data.
Setting up a custom field is easy. Within the “Custom Fields” section click on “Add new custom field”. Here you can define the name, the type of field (text, textarea, selection, checkbox or radio button), the value of the
field (text, number or boolean (true/false)) and if the field should have a default value. Additionally, you can choose in which mailbox to show the custom field.
You will find all available custom fields in the plugin section as well. Re-ordering the custom field can be done by drag & drop.
When you are finished configuring your custom fields. you will find the them on the right side of every conversation. You can view or enter relevant information in that panel as well.
Custom fields are available right now
Custom fields is available as a plugin for an additional $15/month and can be activated under “Plugins”. Once enabled, custom fields are available to all users and all mailboxes.
We know that many of our customers were waiting for this and are super excited to make this available now. As always, please let us know if you have any feedback.