Bringing in your Customer Base
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 ...
Thu, 13 Jul, 2023 at 7:06 PM
Freshdesk helps you keep track of all the customers reaching out to your helpdesk, letting you create and save them as contacts under the Customers tab. Yo...
Thu, 13 Jul, 2023 at 7:06 PM
Note: This feature is only available on Freshdesk Mint. The omnichannel customer timeline: The omnichannel customer timeline provides agents with th...
Thu, 13 Jul, 2023 at 7:06 PM
Importing Data You can import contact and company information from a CSV into your Freshdesk account. Importing customer data allows you to make bulk u...
Thu, 13 Jul, 2023 at 7:06 PM
While performing bulk imports in Freshdesk, you can use the following formats to configure timezones and languages for contacts in your CSV file. Time Z...
Thu, 13 Jul, 2023 at 7:06 PM
You can create your own custom fields in your customer contact form and add customer information as and when you get them. You can choose to have these cus...
Thu, 13 Jul, 2023 at 7:06 PM
Admins and agents can merge multiple contact points of the same person into one contact. This makes it easier for the agents to pull up contextual informat...
Thu, 13 Jul, 2023 at 7:06 PM
Whenever a non-agent raises a ticket in your helpdesk, they get added as a contact. If you have enabled the user activation email for requesters they can s...
Thu, 13 Jul, 2023 at 7:06 PM
Every customer creating a ticket in your helpdesk will be added as a contact in your helpdesk automatically. You can group these contacts into companies an...
Thu, 13 Jul, 2023 at 7:06 PM
Note: For customers on the new plans, this feature is now available on all plans for Freshdesk (Free, Growth, Pro, and Enterprise) and Freshdesk Omnicha...
Wed, 2 Aug, 2023 at 7:52 PM