Managing custom organization fields

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<p id="docs-ai-summary-content">Admins and agents with permissions can manage custom organization fields to tailor customer data management. You can edit fields, except the field key, deactivate or reactivate them, and delete them if needed. Deleting is permanent, but data persists as tags for drop-down and checkbox fields. These actions help customize and organize customer information effectively.</p>
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<div class="p">
<div class="note fastpath">
<span class="fastpathtitle">Location: </span> <span class="ph">Admin Center &gt; People &gt; Configuration &gt;
Organization fields</span>
</div>
</div>
<p class="p">Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">agents in custom roles with permission</a> can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408842677786" target="_blank">create</a> and manage custom organization fields. These fields
are visible to all agents who have permission to view the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821417114" target="_blank">Organizations page</a> in Zendesk Support. End users cannot see
or edit custom organization fields.</p>
<p class="p">On Professional plans and below, agents can edit the Notes field if they have the Agent
role type and can view all tickets.</p>
<div class="p">For Enterprise plans and above, there are two distinct <em class="ph i">Manage organizations</em>
permissions you can assign to agents in custom roles related to managing custom
organization fields: <ul class="ul" id="topic_ry2_jsg_4rb__ul_bmj_dqm_dgc">
<li class="li">
<strong class="ph b">Add, update, and delete organizations</strong>: Gives access to edit field values
on the organization.</li>
<li class="li">
<strong class="ph b">Manage organization fields</strong>: Gives access to the Admin Center pages for
setting up custom organization fields.</li>
</ul>
</div>
<div class="p">This article includes the following topics:<ul class="ul" id="topic_ry2_jsg_4rb__ul_jgt_f4g_4rb">
<li class="li"><a class="xref" href="#topic_nj1_g4g_4rb">Editing custom organization fields</a></li>
<li class="li"><a class="xref" href="#topic_cfp_rpg_4rb">Deactivating and reactivating organization fields</a></li>
<li class="li"><a class="xref" href="#topic_ayc_1pg_4rb">Deleting custom organization fields</a></li>
</ul>
Related article:<ul class="ul" id="topic_ry2_jsg_4rb__ul_m2k_svt_ncc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408842677786" target="_blank">Adding custom fields to
organizations</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_nj1_g4g_4rb">
<h2 class="title topictitle2" id="ariaid-title2">Editing custom organization fields</h2>
<div class="body">
<p class="p">Everything about a custom field is editable except the field key, which can't be
changed after the custom field is created.</p>
<p class="p"><strong class="ph b">To edit a custom organization field</strong></p>
<ol class="ol" id="topic_nj1_g4g_4rb__ol_m3q_bwp_5k">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_nj1_g4g_4rb__d9e686" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Configuration &gt; Organization
fields</strong>.</span></li>
<li class="li">Hover over the row of the field you want to edit, then click the option menu
(<img class="image" id="topic_nj1_g4g_4rb__image_frw_s4g_4rb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) and select <strong class="ph b">Edit</strong>.</li>
<li class="li">Edit settings as needed and click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_cfp_rpg_4rb">
<h2 class="title topictitle2" id="ariaid-title3">Deactivating and reactivating organization fields</h2>
<div class="body">
<p class="p">The Organization fields page has two tabs: <em class="ph i">Active</em> and <em class="ph i">Inactive</em>. New
custom organization fields are active by default.</p>
<div class="p">
<strong class="ph b">To deactivate a custom organization field</strong><ol class="ol" id="topic_cfp_rpg_4rb__ol_id1_5qg_4rb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_cfp_rpg_4rb__d9e686" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Configuration &gt; Organization
fields</strong>.</span></li>
<li class="li">Find the custom organization field on the <strong class="ph b">Active</strong> tab, click the
option menu (<img class="image" id="topic_cfp_rpg_4rb__image_yv2_zqg_4rb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) and select <strong class="ph b">Deactivate</strong>.</li>
<li class="li">Click <strong class="ph b">Deactivate</strong> to confirm you want to deactivate the custom
field.<p class="p">The custom organization field moves to the Inactive
tab.</p>
</li>
</ol>
</div>
<p class="p"><strong class="ph b">To reactivate a custom organization field</strong></p>
<ol class="ol" id="topic_cfp_rpg_4rb__ol_lmr_jrg_4rb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_cfp_rpg_4rb__d9e686" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Configuration &gt; Organization
fields</strong>.</span></li>
<li class="li">Find the custom organization field on the <strong class="ph b">Inactive</strong> tab, click the option
menu (<img class="image" id="topic_cfp_rpg_4rb__image_nmr_jrg_4rb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) and select <strong class="ph b">Activate</strong>.<p class="p">The custom
organization field moves to the Active tab.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_ayc_1pg_4rb">
<h2 class="title topictitle2" id="ariaid-title4">Deleting custom organization fields</h2>
<div class="body">
<p class="p">You can delete custom organization fields on the edit page. Deleting a custom
organization field is permanent. The field and data stored in that field can't be
recovered.</p>
<div class="p">
<strong class="ph b">To delete a custom organization field</strong><ol class="ol" id="topic_ayc_1pg_4rb__ol_k1q_2pg_4rb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_ayc_1pg_4rb__d9e686" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Configuration &gt; Organization
fields</strong>.</span></li>
<li class="li">Hover over the row of the field you want to edit, then click the option menu
(<img class="image" id="topic_ayc_1pg_4rb__image_c4k_fpg_4rb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) and select <strong class="ph b">Edit</strong>.</li>
<li class="li">Click the option menu icon (<img class="image" id="topic_ayc_1pg_4rb__image_zqr_ygh_htb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) at the top of the page, then select
<strong class="ph b">Delete</strong>.<p class="p">When you delete a custom organization field, that field
and any associated data is removed from all organizations. The data is
preserved only if the custom field also adds a tag to the organization.
The two custom fields that add tags are the drop-down list and the
checkbox. If you delete one of these custom fields, then the data in
organizations persist as tags.</p>
</li>
<li class="li">Click <strong class="ph b">Delete</strong> to confirm that you want to delete the custom
organization field.</li>
</ol>
</div>
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