Managing custom organization fields

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Quick Look: Admin Center > People > Configuration > Organization fields

Admins and agents in custom roles with permissions can create and manage custom organization fields. Custom organization fields are visible to all agents and are editable by agents with access to all tickets. End users cannot see or edit custom organization fields.

This article contains the following topics:

• Editing custom organization fields
• Reordering your organization fields
• Deactivating and reactivating organization fields
• Exporting organization fields
• Deleting custom organization fields

Editing custom organization fields

Everything about a custom field is editable except the field key, which can't be changed after the custom field is created.

To edit a custom organization field

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Hover over the row of the field you want to edit, then click the option menu () and select Edit.
3. Edit settings as needed and click Save.

Reordering your organization fields

The order of your custom organization fields on the active tab of the Organization fields page determines the order they're displayed in the organization profiles.

To change the order of custom organization fields

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Click Actions and select Edit order.
3. Click and drag the rows into the order you want, or use the arrows on each row to move them up or down in the list.
4. Click Save.

Deactivating and reactivating organization fields

The Organization fields page has two tabs: Active and Inactive. New custom organization fields are active by default.

To deactivate a custom organization field

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Find the custom organization field on the Active tab, click the option menu () and select Deactivate.
3. Click Deactivate to confirm you want to deactivate the custom field.

   The custom organization field moves to the Inactive tab.

To reactivate a custom organization field

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Find the custom organization field on the Inactive tab, click the option menu () and select Activate.

   The custom organization field moves to the Active tab.

Exporting organization fields

If you want to use your organization field data in another app, you can export it to a comma-seperated-values (CSV) file.

To export your organization fields

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Click Actions and select Download CSV.

   Your organization field data is exported and stored in the downloads folder of your web browser.

Deleting custom organization fields

You can delete custom organization fields on the edit page. Deleting a custom organization field is permanent. The field and data stored in that field can't be recovered.

To delete a custom organization field

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Hover over the row of the field you want to edit, then click the option menu () and select Edit.
3. Click the option menu icon () at the top of the page, then select Delete.

   When you delete a custom organization field, that field and any associated data is removed from all organizations. The data is preserved only if the custom field also adds a tag to the organization. The two custom fields that add tags are the drop-down list and the checkbox. If you delete one of these custom fields, then the data in organizations persist as tags.

4. Click Delete to confirm that you want to delete the custom organization field.