If your company uses custom fields to gather additional data on customers, administrators can require that these fields are filled out before an agent replies to or closes a ticket. For example, an administrator may have created a custom field that identifies whether the inquiry is a potential sales opportunity. To ensure agents always indicate whether a sales opportunity exists, the system administrator can make this field a requirement before the agent can reply to or close the ticket.
Follow these steps to make a custom field a required field that agents must complete before closing or replying to tickets:
- Log in to the SmarterTrack management interface as a System Administrator.
- Click on the Settings icon.
- Under the Configuration header, click Custom Fields. Then click on the Templates tab.
- Select a template and click the Edit button. (Alternatively you can double click on the Template name.)
- Click the Field Definitions tab.
- Select a custom field definition and click the Edit button.
- Select the Required for agents to save or send checkbox if the agent needs to complete this custom field before responding to Tickets.
- Select the Required for agent to close tickets checkbox if the agent needs to complete this custom field before closing.
- Click the OK button.
- Repeat steps 6-8 for each required custom field.
- Once finished, click the Save button.
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