How to Customize Ticket Columns in the Customer Service Portal

You may find that the default columns on your customer's tickets aren't to your liking. Luckily, the Customer Service Portal allows you to customize them!

By default your customers will see the SubjectTicket IDOwnerCreated On, and Status of their tickets. Here's what that looks like from the customer side:

Customer Portal Customer Side

If you want to customize them, you can do so from within your hapily admin portal!

1. Start by logging into your hapily admin portal here.

2. In the left sidebar, click Customer Service Portal > Customize Columns.

How to access the Customer Service Portal in the hapily portal

3. Click + New Column.

Customer Service Portal How to customize ticket Columns

4. Click the new column you just added and select what information will be displayed from the dropdown list!

5. Click Save when you’re done.

How to create new ticket columns in HubSpot

6. An important thing to note is that when you add any new columns to your tickets, the default columns will be removed. To restore them, you'll need to either manually add them or remove the new columns you added.

And you're done!

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