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HelloClient

Ticket fields

Frequently Asked Questions

Section titled “Frequently Asked Questions”
Created an order field but it doesn’t appear when creating orders
  1. Go to Settings → Order Types
  2. Open the specific order type card
  3. Link the created field to this type
How to delete an order field?
  1. Go to Settings → Order Fields
  2. Select the field to delete
  3. Click the archive icon in the top right corner of the field card
Need different fields for different order types

You can configure unique field sets for each order type.

  1. Go to Settings → Order Types
  2. Open a specific order type card
  3. Link necessary fields only to this type

Repeat for each order type requiring special fields

When is this needed?

Section titled “When is this needed?”

When creating orders, you fill out a set of fields. HelloClient allows you to:

  • Remove unnecessary fields
  • Change display order
  • Make fields mandatory
  • Link reference books to fields

Fields in order creation card

Where to configure fields?

Section titled “Where to configure fields?”

Go to Settings → Fields:

1️⃣ Orders
Edit core information: reason for request, device model, etc.

2️⃣ Clients
Configure client card: email, address, legal entity details

3️⃣ Handbooks
Create custom lists for quick value selection (e.g., “Fault Types”)

Where to create new fields

How to add a custom field?

Section titled “How to add a custom field?”
  1. Go to Settings → Orders
  2. Click the round ➕ button in bottom right corner
  3. Fill in:
    • Name (example: “Repair Urgency”)
    • Field Type: text/number/list/checkbox/date
    • ✅ Mandatory (if required)

Creating new field in HelloClient

How to change field order?

Section titled “How to change field order?”
  1. Hold field with left mouse button
  2. Drag to desired position

Result: Fields will display in your selected order when creating orders