Recent tickets display the recently updated tickets of the contact. The sidebar will display an editable list of contact groups that the contact is associated with and a list of custom fields.Ĥ. Clicking the “Ticket Count” above the pending/all tickets will navigate to the ticket list page showing all the tickets raised by the contact in pending/all queue. Click on the name of the contact in the Contacts page which opens the “Contact Details” page.Ģ. You can view more detailed information such as the total number of tickets and the number of pending tickets raised by contact in your “ Contact detail page ”ġ. Permissions: Agents with "Create Contact" permission can perform the above action. Select the “Generate and email a password to the contact” option to email the contact an auto-generated password that the contact can use to log into support center and click save. You can choose to add more information while you create the contact or later from ticket > custom fields sidebar as you respond to their tickets.ģ. To know more about our phone integration read this articleĬontact custom fields - These are the custom fields you had created to record more information about a contact apart from his personal information such as the billing type, the customer type(VIP, Enterprise) etc to provide a personalized support. Saving phone numbers will be useful when you helpdesk support service through calls as well where you can call back your contacts from tickets in one click. Note: Either the phone number or Email ID is a compulsory field that needs to be filled by the agent. Phone Number - Your contact’s phone number. This opens the add contact form with below fieldsįull Name - This will be the contact’s name you would like to save it as.Įmail ID - Your contact’s email ID through which he has/will raise tickets should be entered here. This feature is available for accounts on all pricing plans. The Import Contacts link will be accessible only for the account admin. Tips : If you want to add more than one contact, refer our “ Import Contacts ” article to proceed. To add a new contact, click the “+” icon beside “All Contacts” title. The contacts page displays a list of contacts and contact groups, Choose contacts section in it. To add a contact manually, login to your account, click on the “Contacts” option from the Top menu. You can also manually add contacts or do a bulk import. Once a customer raises his first ticket, he is automatically added to your contacts. HappyFox allows you to maintain a profile for all your customers making communication easier. If you are in “Classic HappyFox” then refer to this article.Ĭontacts in HappyFox are customers or end users who raise tickets. The below article refers to “HappyFox New” version.
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