Contacts And Companies

Is there any way to find the solution articles that the customer has viewed?
There is a feature called customer journey that will helps agents with more context about the customer before a query is responded back to. When agents are ...
Tue, 18 Jun, 2024 at 5:03 PM
What is a company health score?
Health Score is an editable drop-down of three choices: happy, doing okay, at risk. Based on the ongoing relationship, one of these values can be associated...
Tue, 18 Jun, 2024 at 5:03 PM
When we import contacts into Freshdesk, will activation email be sent to those contacts?
No, the activation email will not be sent to the contacts which are imported into Freshdesk. Alternatively, once the contacts are imported, you can select th...
Tue, 18 Jun, 2024 at 5:05 PM
Can an agent associate a ticket with a company without choosing a contact?
Every ticket in Freshdesk must have a contact. Also, only the contact can be associated with a company. In some cases, the agent could manually associate the...
Tue, 18 Jun, 2024 at 5:05 PM
What happens when I delete a contact?
When a contact is deleted from Freshdesk, all new incoming tickets from that particular contact will automatically be marked as spam. And the deleted contact...
Tue, 18 Jun, 2024 at 5:10 PM
Can I create custom account tiers for companies?
Yes, you will be able to customize the Account tier, which is one of the Company fields. Please navigate to Admin -> General Settings -> Customer Fiel...
Tue, 18 Jun, 2024 at 5:10 PM
Why is there an exclamation mark over a contact?
The exclamation mark over the contact profile indicates that the contact is unverified. The unverified contacts are the contacts who have not activated thei...
Tue, 18 Jun, 2024 at 5:10 PM
Company import
You can import companies by going to the Companies icon to the left side of the screen. You will be able to click on the Import Companies option to import a...
Tue, 18 Jun, 2024 at 5:14 PM
Can we add a company inside a company?
We would not be able to add a company inside a company. You can only add multiple contacts inside of a single company. And a contact can be part of multiple...
Tue, 18 Jun, 2024 at 5:17 PM