Manage all your contacts in one place, is it customers, suppliers, partners, or friends.
A contact is created automatically as soon as they send you a message to HelpSpace, or you can add them manually.
Go to Customers → Contacts.
Click on the button Create Contact.
Fields / Functions
Full name of the customer
Email of the customer
Add further contact details, e.g., phone, Twitter
Job Title of the customer
Profile image of the customer
Address of the customer (street)
City of the customer
State of the customer
Postal code of the customer
Country of the customer
Time zone of the customer
Language of the customer.
Internal notes. The notes are displayed in a ticket in the customer information field.
Once the contact is saved, you can add multiple Tags
In the last column, three dotsappear when you hover it with the mouse. Click on the dots to open the menu and select edit.
You can delete a contact. Select the contact and click on Delete at the top of the table, and then Yes, I confirm.
Click on Type to add filter.
A menu opens and selects a filter, e.g., User.
Automatically a new dropdown appears, where you choose content, e.g., Amy.
You can add multiple filters. They are all connected with an OR, e.g., User=Amy OR User=Michael OR Team=Sales.
If you don’t select a filter, it searches overall.