First Insight - Find your Fields
The Wheels of Ticketing - Desk Stories
Find your Fields
What are fields?
Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, users can choose from various types of fields, including Date, Date/Time, Picklist, Single-line, and Multiline.
Desk offers standard fields that cater to everyday business needs, such as Company name and Email address. It also allows the addition of custom fields based on specific business requirements. A layout is comprised of both standard and custom fields.
Types of fields
Standard Fields
Organizations can display or hide standard fields within each module according to their needs. Notably, mandatory fields defined by the system, such as Departments and Contact Name, cannot be modified or removed. Any alterations made to the standard fields within a layout will apply organization-wide.
Custom Fields
Alongside the standard fields, Desk provides the opportunity to add custom fields tailored to specific industry needs, including types like string, decimal, integer, currency, and checkbox. For instance, a custom field titled "Referred By" can be created to track customer referrals. However, it's worth mentioning that these custom fields will only be available within the department where they were made. Custom fields can be added to various modules, including Contracts, Time Entry, Agents, Tickets, Contacts, Accounts, Products, Calls, Tasks, and Events.
A story for better comprehension of using fields
The Ticketing Turnaround at Crazy Fitness
Crazy Fitness, a popular fitness studio chain, was struggling to keep up with its rapidly growing customer base. The support team was inundated with tickets, and response times were suffering.
Rachel, the support team lead, knew they needed a better system. She implemented a new ticketing system by choosing the right fields and creating the necessary custom fields, focusing on:
- Multi-channel support: Rachel configured the system to manage requests from multiple channels, such as email, social media, and live chat.
- Knowledge base: She developed a thorough knowledge base, enabling customers to find solutions to their queries independently.
- SLA management: Rachel set up well-defined service level agreements (SLAs) to guarantee prompt responses and resolutions.
With the new ticketing system, Crazy Fitness:
- Reduced ticket volume: By 20%, as customers found answers in the knowledge base.
- Improved response times: By 50%, thanks to automated routing and SLA management.
- Increased customer satisfaction: By 30%, as customers received timely and personalized support.
As Crazy Fitness continued to expand, Rachel's team used the ticketing system to identify trends and optimize their support process. They even launched a customer feedback program, using ticket data to inform product development and improve the overall customer experience.
Crazy Fitness's commitment to customer support helped the company maintain its reputation as a leader in the fitness industry.
Overview of fields
In the newly set Crazy Fitness ticketing help desk system, fields typically refer to the different pieces of information that can be captured or displayed for each support ticket. Here are some standard fields you might encounter:
Ticket Fields
- Ticket ID/Number: A unique identifier is assigned to each ticket
- Subject: A summary of the issue or request
- Description: A detailed account of the problem or question being addressed
- Category: The type of issue (e.g., technical support, billing questions, general inquiries)
- Priority: The urgency level of the ticket
- Status: The current state of the ticket (e.g., open, in progress, resolved)
- Assignee: The agent or team designated to handle the ticket
- Requester: The individual who submitted the ticket
Contact Fields
- Name: Customer's full name
- Email: Customer's email address
- Phone: Customer's phone number
- Organization: Customer's company or organization
Custom Fields
- Age - Age of the fitness enthusiast
- Height - Height of the fitness enthusiast in centimetres
- Weight -Weight of the fitness enthusiast in kilograms
- Diet Plan - A balanced diet plan prescribed to the fitness enthusiast for a healthy lifestyle
Additional Fields
- Tags: Keywords or labels to categorize and filter tickets
- Attachments: Files or screenshots added to the ticket for context
- Conversation History: Record of all interactions related to the ticket
- Custom Fields: User-defined fields to capture specific information relevant to a business
Reporting and Analytics Fields
- Created Date: Timestamp when the ticket was created
- Resolved Date: Timestamp when the ticket was resolved
- Resolution Time: Time taken to resolve each ticket
- Agent Performance: Metrics to evaluate agent efficiency and effectiveness
Takeaway
These fields help you manage, track, and analyze customer support requests efficiently, ensuring timely resolutions and improved customer satisfaction.
These fields can vary depending on the help desk software being used, and some systems offer customizable fields to suit specific organizational needs better.
Please stay tuned for more Desk Module stories.
Cheers,
Kavya Rao
The Zoho Desk Team
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