Contacts & Companies

How can I stop verification emails being sent to customers?
Please navigate to Admin -> Workflows -> Email notifications -> Requester notifications -> User Activation email and toggle this off so that yo...
Tue, 18 Jun, 2024 at 4:34 PM
How can I send activation emails in bulk?
Navigate to Customers-> Contacts -> Click on the hamburger menu and choose Unverified contacts from the list. Use the the check box available to  to e...
Tue, 18 Jun, 2024 at 4:34 PM
Why can't I sign up again with an email address after I've deleted the contact associated with that address?
In Freshdesk, we never permanently purge the contacts. If you delete a contact, it is still visible under the Deleted contacts list on the Customers tab.  ...
Tue, 18 Jun, 2024 at 4:34 PM
How do I send an activation email to the customers to start using their portal?
Go to Customers > Contacts > choose 'Unverified contacts' from the hamburger menu > check the required contacts click on 'Send activat...
Tue, 18 Jun, 2024 at 4:37 PM
How do I add a custom Company Field?
Please navigate to Admin -> Support Operations -> Customer Fields -> click on the companies tab where you could add the custom field.  In this ...
Tue, 18 Jun, 2024 at 4:38 PM
My customers are getting the error 'You are not authorized to access portal' - how can I fix this?
This message is displayed to the users if their account (contact profile) is not verified/activated.  In such a case, please go to Customers > Conta...
Tue, 18 Jun, 2024 at 4:38 PM
How can we allow only logged-in users to create tickets on the portal?
Please navigate to Admin -> Channels -> Portals -> Settings where you could see the user permissions listed for who could submit a new ticket on t...
Tue, 18 Jun, 2024 at 4:38 PM
Can I add a display picture for my contacts?
Yes, we do have an option to add a profile picture for a contact. When you edit a contact from under the Customers tab, you will see an option on the top lef...
Tue, 18 Jun, 2024 at 4:39 PM
How can I change the email address of an existing contact in Freshdesk?
You can edit a contact and add the new email address as a secondary email address. You can then change the new email address to be the primary email address...
Tue, 18 Jun, 2024 at 4:39 PM
Is it possible to associate a single contact with multiple companies?
Please navigate to Customers' tab -> click on the contact that needs to be associated with more than one company -> click on Edit so that you woul...
Tue, 18 Jun, 2024 at 4:39 PM