Customers are your clients. They are created automatically as soon as they send you a message to HelpSpace, or you can add them manually.
In Customers, you can create, edit, and delete customers.
Go to Settings → Customers.
Click on the button Create Customer
Fields / Functions
Full name of the customer
Email of the customer
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
Select a time zone
Time zone of the customer
Language of the customer. At the moment, we only support English.
Internal notes. The notes are displayed in a ticket in the customer information field.
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 an organization. Select an organization and click on Delete at the top of the table, and then Yes, I confirm.
Click into Type to add filter.
A menu opens and selects a filter, eg. User. Automatically a new list opens where you choose content, eg. Amy. You can add multiple filters. They are all connected with an OR. They are all connected with an OR, eg. User=Amy OR User=Michael OR Team=Sales.
If you don’t select a filter, it searches overall.