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Custom fields

Herodesk Basic

The data that matters to your business.

Add your own fields to contacts and companies (text, select, date, number, checkbox and more) and choose which of them appear in the conversation panel.

The problem

Every business tracks something the tool did not think of

A customer number, a subscription tier, a service plan, a preferred carrier. Without somewhere to put it, it lives in an internal note or someone’s memory.

  • Key customer details buried in old internal notes
  • The same lookup in another system on every conversation
  • No consistent place for information everyone needs
  • Nothing you can filter, report or automate on

Why teams love it

Make the record fit your business

Custom fields let a general-purpose helpdesk hold the specific things your team actually needs to know.

One agreed place for it
Everyone records the customer number or plan tier in the same field instead of freeform notes.
Visible while you reply
Choose which fields show in the conversation panel, so context is on screen where the work happens.
The right shape of field
Eight field types mean a date is a date and a choice is a choice, not everything as loose text.
Structured, so it is usable
Because values are stored properly, they are available through the API and the audit log.

What’s inside

Eight field types, on contacts and companies

Admins define the fields; everyone else just fills them in.

Text and text area
Short values and longer free text, for everything that does not fit a fixed shape.
Select and multi-select
Fixed lists of options you define, so values stay consistent across the team.
Date and datetime
Real date fields for renewal dates, service windows and anything time-bound.
Number and checkbox
Numeric values and simple yes-or-no flags, stored as what they are.
Show in the conversation panel
Pick which fields appear beside the conversation, so the panel shows what matters and nothing else.
On contacts and companies
Fields can be scoped to contacts or to companies: company-scoped fields need the Companies feature.

Pricing

Herodesk Basic

From Herodesk Basic

Custom fields come with Herodesk Basic and up. Company-scoped fields also need Companies, which is part of Pro.

Included from Herodesk Basic and up.

Get started for free

Customer stories

Read about our customers’ experience with Herodesk

Meet some of the businesses that use Herodesk for their customer service every day.

Pricing

Choose the plan that fits your needs

Alongside a free version with a selection of features, you can choose from three Herodesk plans. Then add a separate AI agent plan to suit your usage. Right now, you can try Pro free for 14 days.

Herodesk Free

For working on your own

$0

Herodesk Basic

Bring your team together

$34per user / month

Herodesk Plus

Spend less time on routine work

$57per user / month

Herodesk Pro

Keep service consistent as you grow

$80per user / month

Give your team time back

Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.

Ken Primby

Ken Primby

CEO · Pluspige

From a Herodesk customer

4–6

hours saved on cleanup after live sales

“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”

Read the customer story