Contacts & Companies

How do I set a password for my customers?
As an Admin, you will have the option to set a password for your customers, using which they can log in to your Support Portal.  To do this, please go t...
Tue, 18 Jun, 2024 at 4:45 PM
Can I associate a contact with multiple companies?
We do have an option to link one contact with multiple companies. However this feature is available as a part of Estate and Forest Plan. Click here to get m...
Tue, 18 Jun, 2024 at 4:47 PM
Total time spent on company tickets
You can make use of the Time Sheet summary report to get this data. Choose the date and the customer in the filters and export the report from Reports > ...
Tue, 18 Jun, 2024 at 4:48 PM
How to assign ticket to companies?
When a new contact is linked to a company, the tickets that are raised by that contact will automatically get linked to the Company as well. Once a ticket i...
Tue, 18 Jun, 2024 at 4:49 PM
How can a contact view all tickets from the company?
When there's a large customer base, your clients might want to keep track of all the tickets raised from their company. There will be managers or employ...
Tue, 18 Jun, 2024 at 4:50 PM
How can we dissociate a company from a contact ?
Please navigate to Customers --> Contact Name --> Edit(corresponding to the contact name) --> and click on the "Minus sign" to remove the...
Tue, 18 Jun, 2024 at 4:50 PM
Can I disable the one contact multiple companies feature on my helpdesk?
Please navigate to Admin --> Support Operations --> Customer Fields. Under the Contacts tab, scroll down to the Company --> Change. Disable the opt...
Tue, 18 Jun, 2024 at 4:50 PM
I have a problem while importing contacts. What could the issue be?
As a recent user of Freshdesk, you would want to bring in all your contacts into the portal and while doing that - you get an error on the customers' ta...
Tue, 18 Jun, 2024 at 4:51 PM
How to bulk delete all contacts in Freshdesk?
Contacts in Freshdesk can be deleted only per page (each page would contain 50 contacts). Once deleted all tickets raised by that contact will be directed t...
Tue, 18 Jun, 2024 at 4:55 PM
What is the difference between Timeline and Tickets under the contact’s section?
Timeline section will include the activity of the customer in Forums as well, in addition to the recent Tickets that he/she has raised. The Tickets section ...
Tue, 18 Jun, 2024 at 5:00 PM