Manage contacts

It's all about clients

By Eva
March 27, 2020

To navigate forward and backward, click on the arrow-buttons ← and → on the bottom
or on your keyboard. Alternatively, click on the purple circles to go to the next step.

Create a Contact 

A contact is created automatically when they send you a message in HelpSpace, or you can add them manually.

Steps to create a Contact manually:

  1. Go to CustomersContacts.

  2. Click the Create Contact button.


Fields / Functions


Full name 

Full name of the contact 


Associated company 


Email of the contact

Additional Information

Further contact details, e.g., phone, Twitter

Job Title

Job Title of the contact 

Profile Image

Profile image of the contact  


Address of the contact (street) 


City of the contact 


State of the contact 

Postal Code 

Postal code of the contact 


Country of the contact 

Time Zone 

Time zone of the contact 


Language of the contact.


Internal notes displayed in a ticket's customer information field


Add multiple tags once the contact is saved

Edit a Contact 

  1. Hover over the last column of the contact row until three dots appear .

  2. Click on the dots to open the menu and select Edit.


Delete Contact 

  1. Select the contact.

  2. Click on Delete at the top of the table.

  3. Confirm by clicking Yes, I confirm.


  1. Click on the search bar with the text Type to add a filter.

  2. A menu will open; select a filter, e.g., User.

  3. A new dropdown will appear where you can choose the content, e.g., Amy.

  4. You can add multiple filters, connected with an OR, e.g., User=Amy OR User=Michael OR Team=Sales.

If no filter is selected, the search will apply to all contacts.

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