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:
Go to Customers → Contacts.
Click the Create Contact button.
Fields / Functions | Description |
|---|---|
Full name | Full name of the contact |
Organization | 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 | Address of the contact (street) |
City | City of the contact |
State | State of the contact |
Postal Code | Postal code of the contact |
Country | Country of the contact |
Time Zone | Time zone of the contact |
Locale | Language of the contact. |
Note | Internal notes displayed in a ticket's customer information field |
Tags | Add multiple tags once the contact is saved |
Edit a Contact
Hover over the last column of the contact row until three dots appear .
Click on the dots to open the menu and select Edit.
Delete Contact
Select the contact.
Click on Delete at the top of the table.
Confirm by clicking Yes, I confirm.
Filter
Click on the search bar with the text Type to add a filter.
A menu will open; select a filter, e.g., User.
A new dropdown will appear where you can choose the content, e.g., Amy.
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.
