Managing custom organization fields

Verified AI summary ◀▼
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.




Location: Admin Center > People > Configuration >
Organization fields


Admins and agents in custom roles with permission can create and manage custom organization fields. These fields
are visible to all agents who have permission to view the Organizations page in Zendesk Support. End users cannot see
or edit custom organization fields.
On Professional plans and below, agents can edit the Notes field if they have the Agent
role type and can view all tickets.
For Enterprise plans and above, there are two distinct Manage organizations
permissions you can assign to agents in custom roles related to managing custom
organization fields:

Add, update, and delete organizations: Gives access to edit field values
on the organization.

Manage organization fields: Gives access to the Admin Center pages for
setting up custom organization fields.


This article includes the following topics:
Editing custom organization fields
Deactivating and reactivating organization fields
Deleting custom organization fields

Related article:
Adding custom fields to
organizations




Editing custom organization fields

Everything about a custom field is editable except the field key, which can't be
changed after the custom field is created.
To edit a custom organization field

In Admin Center, click
People in the sidebar, then select Configuration > Organization
fields.
Hover over the row of the field you want to edit, then click the option menu
( ) and select Edit.
Edit settings as needed and click Save.




Deactivating and reactivating organization fields

The Organization fields page has two tabs: Active and Inactive. New
custom organization fields are active by default.

To deactivate a custom organization field
In Admin Center, click
People in the sidebar, then select Configuration > Organization
fields.
Find the custom organization field on the Active tab, click the
option menu ( ) and select Deactivate.
Click Deactivate to confirm you want to deactivate the custom
field. The custom organization field moves to the Inactive
tab.



To reactivate a custom organization field

In Admin Center, click
People in the sidebar, then select Configuration > Organization
fields.
Find the custom organization field on the Inactive tab, click the option
menu ( ) and select Activate. The custom
organization field moves to the Active tab.





Deleting custom organization fields

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.

To delete a custom organization field
In Admin Center, click
People in the sidebar, then select Configuration > Organization
fields.
Hover over the row of the field you want to edit, then click the option menu
( ) and select Edit.
Click the option menu icon ( ) at the top of the page, then select
Delete. 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.

Click Delete to confirm that you want to delete the custom
organization field.




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