Set up customer fields that actually stay consistent

Customer fields now come in three new formats: single choice list, yes/no, and URL, so the answers your team enters stay consistent from the start.

Built for consistency, not just data entry

When teammates type answers themselves, the same fact ends up written five ways: "enterprise", "Enterprise", "ent.", "large account". Each of those is a separate value to the system, so a search for one misses the rest. Picking from a list means one fact has one value, every time.

That matters more here than on ticket fields, because customer fields stay with the person across every conversation they ever have with you. A messy value doesn't get closed out with the ticket — it follows the customer.

Reliable enough to filter on

Because answers come from a list, you can filter them: pull every customer in a specific budget band, or everyone who answered yes to a yes/no field. That's the list you need to prioritize a queue, target a campaign at one segment, or spot which accounts are up for renewal before they churn.

Available now

Set your customer fields with ease. Live now for every account.