The Customers tab and what it can do

The 'Customers' tab in your helpdesk allows you to manage the details of contacts and companies that you keep in touch with. It gives you complete control over the data related to your clients. You can:

1. Create New Contacts or New Companies

2. Import CSV files to add and/or update contacts' details in bulk

3. Export contacts as a CSV file

4. Edit, delete and/or otherwise manage contacts

5. Perform quick search actions using the 'Search' bar on the contact and company list page to access the required contact/company

You will have numerous people interacting with your helpdesk over a period of time. To keep track of them, you can create them as contacts in your customer list. You can also create a new company and map the required contacts under this company.

Contacts:

Freshdesk automatically creates an entry for every new user who sends in an email, tweet or submits a ticket to your helpdesk. If you receive a ticket from an existing contact, Freshdesk will associate that ticket with the corresponding user contact and display the details in the ticket page. You can also view all the previous tickets from a client/user by visiting their individual contacts page.

Companies:

The 'Companies' feature allows you to group together users/contacts from the same organisation. This allows you to easily keep track of all correspondences with members from the same company, in one place. Based on the registered domain name, Freshdesk will automatically associate all incoming tickets from users with the relevant domain, to the appropriate company and the entire list can be viewed in that company's page.

Internal Links

Freshdesk Products
Streamline Operations with Customer Data Management
Learn More
Track Progress Through Helpdesk Activity Insights
Learn More
Manage One Contact Across Multiple Companies Seamlessly
Learn More
Customize Sender Names for a Personalized Experience
Learn More
Easily Locate and Secure Your API Key
Learn More
Build and Manage an Effective Knowledge Base
Learn More
Organize Agents into Efficient Support Groups
Learn More
Set Up Your Sandbox for Safe Testing
Learn More
Integrate the Freshdesk Help Widget with WordPress
Learn More
Understand the Role of Default Ticket Fields
Learn More
Use Custom Email Servers for Full Control
Learn More
Automate Tickets Created from Specific Forms
Learn More
Merge Duplicate Contacts to Clean Your CRM
Learn More
Deliver Global Support with Multilingual Forms
Learn More
Create and Link Companies with Contacts Easily
Learn More
Login and Logout from the Freshdesk App with Ease
Learn More
Convert Incoming Emails into Support Tickets
Learn More
Configure and Customize the Help Widget on Your Site
Learn More
Build Smart Conversations with Freddy Self-Service Bot
Learn More
Capture Feedback Effectively Using the Widget
Learn More
Add Custom Fields for Better Ticket Categorization
Learn More
Add and Manage New custom fields in your ticket form
Learn More
Deliver Personalized Support Using Customer Segments
Learn More
Access and Navigate the Customer Support Portal
Learn More
Use the Customer Tab for Relationship Management
Learn More
Track and Manage Support Progress with Ticket Statuses
Learn More
Simplify Support with Multiple Ticket Forms
Learn More
Auto-Resolve Tickets Using Smart Email Bots
Learn More
Offer Real-Time Assistance with Live Chat Support
Learn More
Set up multiple ticket forms easily - Freshdesk
Learn More
Manage On-Site Support with Field Service Tools
Learn More
Unlock Insights with Freshdesk Reporting & Analytics
Learn More
Guide Users with Dependent Fields in Ticket Forms
Learn More
Simplify Login with Single Sign-On Integration
Learn More
Centralize Support Across All Channels
Learn More
Engage Customers by Adding Your Twitter Handle
Learn More
Allow Seamless Ticket Creation via Email
Learn More
Boost Support Coverage with Phone Channel Integration
Learn More
Easily Edit, Clone, or Remove Ticket Forms
Learn More
Stay Informed with Freshdesk Automation Enhancements
Learn More
Design Smarter Forms Using Dynamic Sections
Learn More
Tailor Customer Records with Custom Fields
Learn More
Boost Performance with These 7 Reporting Tips
Learn More
View the Full Customer Picture with Customer 360
Learn More
Enhance Capabilities with Freshdesk App Integrations
Learn More
Easily creating a new ticket from Agent portal
Learn More
Structure Help Content with a Proven User Guide Template
Learn More
Access wide range of customisable themes on Freshdesk
Learn More
Help Customers Safely Change Their Passwords
Learn More
Track External Data with Contact IDs
Learn More
TAdd and Manage New Support agents easily
Learn More
Getting-started-multiple-customer-support-agents
Learn More
Manually Create Tickets from the Agent Portal
Learn More
Getting-started-multiple-customer-occasional-agents
Learn More

Empower Your Business with Cutting-Edge Solutions Smart B2B solutions for your business

-

letโ€™s connect and grow together!

Email : sales@fgrade.com

Call : +91 916 056 5554

We are present in 

  • Delhi

  • Mumbai

  • Pune

  • Ahmedabad

  • Bangalore

  • Chennai

  • Chandigarh

  • Hyderabad