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.
Create Contact
Click on the button Create Contact.
Fields / Functions | Description |
|---|---|
Full name | Full name of the customer |
Organization | Associated company |
Email of the customer | |
Additional Information | Add further contact details, e.g., phone, Twitter |
Job Title | Job Title of the customer |
Profile Image | Profile image of the customer |
Address | Address of the customer (street) |
City | City of the customer |
State | State of the customer |
Postal Code | Postal code of the customer |
Country | Country of the customer |
Time Zone | Time zone of the customer |
Locale | Language of the customer. |
Note | Internal notes. The notes are displayed in a ticket in the customer information field. |
Tags | Once the contact is saved, you can add multiple Tags |
Edit Contact
In the last column, three dots
appear when you hover it with the mouse. Click on the dots to open the menu and select edit.
Delete Contact
You can delete a contact. Select the contact and click on Delete at the top of the table, and then Yes, I confirm.
Filter
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.
