Customizing Ticket Fields
Last updated April 22, 2024
Introduction:
Customizing ticket fields in Nonu allows you to tailor the ticketing system to your specific business needs, capture relevant information about customer inquiries, and streamline your support processes. In this guide, we'll explore how to customize ticket fields within Nonu to create a ticketing system that aligns with your unique requirements and enhances your customer support workflow.
Step-by-Step Guide:
- Access Ticket Settings:
- Log in to your Nonu account and navigate to the "Settings" section from the dashboard's navigation menu.
- Look for the "Ticket Fields" or "Ticket Customization" option in the settings menu and click on it to access the ticket customization settings.
- Identify Customization Options:
- Review the available customization options for ticket fields within Nonu. Depending on your account plan and permissions, you may have different levels of customization available, such as adding new custom fields, modifying existing fields, or rearranging field layouts.
- Add New Custom Fields:
- If needed, add new custom fields to capture additional information about customer inquiries. Click on the option to add a new field, specify the field type (e.g., text, dropdown, checkbox), and provide a name and description for the field.
- Modify Existing Fields:
- Modify existing ticket fields to better suit your needs. You can edit field labels, change field types, or update field options as required. Ensure that the modified fields accurately reflect the information you need to capture for each ticket.
- Reorder Field Layout:
- Arrange the layout of ticket fields to optimize the ticket creation process and improve usability. Drag and drop fields to reorder them, placing the most frequently used or important fields at the top for easy access and visibility.
- Set Field Permissions (If Applicable):
- If your Nonu account has multiple user roles with different permissions, configure field permissions to control who can view or edit specific ticket fields. Restrict access to sensitive information or critical fields to authorized personnel only.
- Test Ticket Creation:
- After customizing ticket fields, test the ticket creation process to ensure that the fields function as intended. Create test tickets with various scenarios to verify that all required information is captured correctly and that field validations are enforced if applicable.
- Review and Adjust Settings (Optional):
- Review the customized ticket fields and field layout to ensure they meet your requirements. Make any necessary adjustments or refinements based on feedback from your support team or changes in your business processes.
Conclusion:
By customizing ticket fields within Nonu, you can create a tailored ticketing system that captures relevant information about customer inquiries and supports your unique support processes. Customized ticket fields enhance efficiency, improve data accuracy, and enable you to deliver personalized and effective support to your customers.