Contacts & Companies
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
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
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
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
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
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
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
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
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
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