Can I add custom fields to the customer portal

Plan requirement

Subscription Any plan
Access Admin

Yes, through ticket fields. The permission you set on a field decides two things at once: who can see it, and whether it appears on the request form at all. The second is where this usually goes wrong.

How do I decide who sees which field?

Agents can edit Only agents view and edit it. The field appears in tickets only.
Customers can edit Agents and end users can view and edit. Appears in tickets and in the support request form.
Customers can view Agents view and edit; end users can only view. Appears in tickets and on end users' requests, but not in the support request form.

So a read-only field cannot be a form field. Set Customers can view expecting something the customer reads while filling in a request and it will not be there. That permission is for showing something back afterwards, such as an order reference on their request that they can see but not alter.

What to put on the form

Only what you will use. Every field is a question somebody with a problem has to answer before they can reach you, and if nobody reads the answer, or it can be looked up from what they already gave, take it off.

Fields have an internal name and a label customers see, so write the label in their words: "Which product is this about" for them, whatever your team calls it for you.

And rather than one form asking everything, separate forms per kind of request keep each one short. That is usually the better answer to a form that has grown.

See also

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