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.
Create Customer
Click on the button Create Customer 
Fields / Functions | Description |
|---|---|
Full name | Full name of the customer |
Organization | Associated company |
Email of the customer | |
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 |
Select a time zone | Time zone of the customer |
Locale | Language of the customer. At the moment, we only support English. |
Notes | Internal notes. The notes are displayed in a ticket in the customer information field. |
Edit Customer
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 Customer
You can delete an organization. Select an organization and click on Delete at the top of the table, and then Yes, I confirm.
Filter
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.
