In the Insight CRM Customer Support Add-on, Admins can easily manage Custom Fields from the Admin panel. They can be Active / Inactive, add, edit, or remove fields to collect specific customer details, ensuring personalized service and more effective support management.

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Custom Fields from the left menu, and a new window will appear.

• Click the Search option and type the desired department name to view.

• Click the Export button. A window will pop up with options for PDF, CSV, and Print.

• If you click the PDF button, the selection will be automatically downloaded.

• If you click the CSV button, the selection will be automatically downloaded.

• If you click the Print button, the selection is automatically printed.

• Click the Filter button, and an entry form will appear.

• Fill in the following details:

• Type: Select the type from the dropdown menu.

• Status: Select the status from the dropdown menu.

• Once all the fields are completed, click the Apply button to show the information.

 

 

How to Add Custom Fields

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Custom Fields from the left menu, and a new window will appear.

• If you click the Add New button, an entry form will appear.

• Select any Field Type by clicking, and an entry form will appear.

• Fill in the following details:

• Display Name: Type the desired name in the display name field.

• Description: Enter description as you desire in the description field.

• Once all the fields are completed, click the Save button to save the information.

 

 

 

 

 

How to Edit a Custom Field

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Custom Fields from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window opens with the options: Active, Edit, and Delete.

• Click the Edit, and a new entry form will appear.

• Fill in the following details:

• Display Name: Type the desired name in the display name field.

• Description: Enter your description in the description field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Active button, a confirmation menu will pop up.

• If you click the Confirm button, be automatically activated or deactivated, which will show in the status; otherwise, click Cancel.

• If you click the Delete button, a confirmation window will pop up.

• By clicking Confirm, the item will be deleted permanently; otherwise, click Cancel.

 

 

 

 

How to Add New Ticket Categories

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Ticket Categories from the left menu, and a new window will appear.

• Click the Add New button to open an entry form.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu.

• Once all the fields are completed, click the Save button to save the information.

 

 

 

How to Edit Ticket Categories

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Ticket Categories from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window opens with Edit and Delete options.

• Click the Edit, and a new entry form will appear.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• By clicking Confirm, the item will be deleted permanently; otherwise, click Cancel.

 

 

 

 

How to Add New Ticket Priorities

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Ticket Priorities from the left menu, and a new window will appear.

• Click the Add New button to open an entry form.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu.

• Once all the fields are completed, click the Save button to save the information.

 

 

 

How to Edit Ticket Priorities

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Ticket Priorities from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window opens with Edit and Delete options.

• Click the Edit button, and an entry form will appear.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• By clicking Confirm, the item will be deleted permanently; otherwise, click Cancel.

 

 

 

 

How to Add Ticket Status

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Ticket Status from the left menu, and a new window will appear.

• Click the Add New button to open an entry form.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu.

• Icon: Click on the Drag & Drop or Browse button to upload the icon.

• Check Box: Click the check box to set it as the default view.

• Color Box: Click the color box to select the desired color. 

• Once all the fields are completed, click the Save button to save the information.

 

 

 

How to Edit Ticket Status

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Ticket Status from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window opens with Edit and Delete options.

• Click the Edit button, and an entry form will appear.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu.

• Icon: Click on the Drag & Drop or Browse button to upload the icon.

• Check Box: Click the check box to set it as the default view.

• Color Box: Click the color box to select the desired color. 

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• By clicking Confirm, the item will be deleted permanently; otherwise, click Cancel.