Contacts

Contacts are the people at your customers. The list shows name, email, phone, company, title and status, with a Primary chip on each company's main contact. Search, or filter by company, status (Active Only by default) and primary.

Add Contact (agents and admins) asks for first name, last name, email and company, all required, plus phone, mobile, title, department and notes, and the Primary Contact and Active checkboxes.

Click a contact to see their details, notes and open tickets, and Edit Contact.