The Contact Profile in HappyFox Help Desk has been enhanced to provide a unified and clearer view of customer information.
This enhancement to the contacts module improves how agents see contact details, manage merges, and recognize customer interactions across multiple channels.
What's Changed with Contact Profiles?
1. Contacts List Enhancements
- A “+1” badge now appears next to a phone number when the contact has multiple phone numbers stored.
- Social media icons (Facebook, Instagram, X/Twitter, WhatsApp, etc.) are displayed next to each contact, indicating which channels the contact has used.
2. Unified Contact Details On Contact Information Card
-
The Contact Information card consolidates all identifiers:
- All phone numbers
- All linked social media profiles
-
Previously, only one value was visible. Now, agents have full visibility in a single view.
3. Merge Experience Enhancements
- The merge preview screen now explicitly lists which phone numbers, email address, and social media handles will be retained after the merge.
- Social media icons appear in search results and merge preview screens, allowing agents to identify which profiles belong to which channels before confirming the merge.
4. Ticket Origin Clarity for Contacts
- In the Recent Tickets list inside a contact profile, each ticket subject now includes their corresponding social media icon.
- This makes the channel of origin (Facebook, Instagram, etc.) immediately visible when reviewing tickets.
Accessing Updated Contact Profiles
- Navigate to the Contacts module.
- Search for or select a contact.
- Review the updated Contact Information card, social media icons, and Recent Tickets list for the new display and merge options.