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I need to add customer names without customer input, and add additional editable fields.

Steve Hart
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June 21, 2018

This seems like such an obvious requirement for a smooth-functioning help desk but I haven't found any solution. I have an extensive database of customers who often use email addresses that do not contain searchable individual or company names. They are not the best at following up on registration requests, so I am stuck with searching through a separate database to find their email addresses to raise a request. 

There are also fields (Such as notes and database name) that would be extremely handy if I could add, search and access them.

There has got to be a way that these things can be added and accessed by users. Please help!

1 answer

0 votes
Jack Brickey
Community Champion
June 21, 2018

i'm unclear exactly what you are trying to achieve here but let me give it a go...

If you are looking to record/retain 'profile' info about customer that is not available OOTB. Check for an addon e.g. Customer User Profile. Note: I have no experience w/ this addon, just did a quick search in Marketplace and found it.

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