How to work with custom fields

The Custom Fields plugin lets you add any additional data to an email conversation, customer, and company which is searchable and editable. Helpmonks displays editable custom field values in the right pane when viewing an email, or when you edit a customer or company record. Additionally, you can create workflows which react to a custom field value.

How to Add a Custom Fields

  • In your Helpmonks account, click on your username on the top right and click on Plugins.

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  • Select Custom Fields, then click Add a New Custom Field.

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  • Add a field name. Select a type of format for the field, this determines if users can add a text or numbers on the field. Though, if you choose the “checkbox”, boolean (true or false) is automatically selected.

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  • Enter the Default Value. Then under How to Present the Data, select if you want users to add a text or number on the field, or to select from a dropdown, to show a checkbox, to choose from a radiobutton, or to create a custom fields as links.

The image below is just a reference on how the data appears. Of course, you can customize it depending on your preference.

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Once you’ve created your custom field, you can choose where you want it available, and simply enable it next to your preference:

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The value on a custom field can also be displayed on the email list once you enable this option:

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Lastly, select which mailbox you wanted the custom fields to be available and click on save once done. You can create multiple custom fields, drag and drop it depending on your desired sequence, disable and delete them.