Manage contact groups

Contact Groups helps you classify the contacts in your HappyFox account into groups to allow group members to view the tickets raised by their fellow group members. Contact Groups are ideally used when you correspond with more than one person from an organization.

 

IN THIS ARTICLE

Create Contact Group

Adding Group members

Delete Contact Group/Group Member

Permissions

 

Create Contact Group

Login to your help desk system, from module switcher and select Contact >> Contact Groups (from left panel).

 

The Contact Groups section lists all the contact groups that exist in your support system. To add a new contact group,

  1. Click the “+” button next to “Contact Groups” title.

 

  1. Fill the Name and description of the new group in the corresponding text boxes.

  2. You can choose to auto add contacts from a particular domain to this contact group as they are created by adding the domain name in “Auto add contacts from these domains”. You can choose to add one more domain separated by a comma for a contact group.  

  3. Associate category lets you provide access to private category to contacts in that contact group. By this contacts in this contact group will be able to access tickets in the private category from their customer portal.

Warning⚠️ : "Auto-add contacts from these domains" applies only for newly created contacts. Existing contacts will not be automatically added to the group.

Note: Only private categories will be displayed here. To know more about private category refer this article

Note: Only contacts created after the “Auto-add contacts” setting is enabled, will be added to the group automatically

 

Once you are done creating a new group, you will be directed to the new group’s page where the Basic Information and the Group Members associated with the group are shown.

 

Adding Group members

 

1. To add a new member to the group, click the “+” icon under the “Group Members” title or the “Add contact” button.

2. Search for the contact you wish to add to the group, using their name or email address. The search results show the contact matches, and the groups they are already a part of.

3. Select the contacts and click “Add to Group” button.

Once contacts are added to the group, they will appear in the Group Members section.

4. You can choose to give them access to view all tickets submitted by their fellow members by using the “Toggle Access” button.

Note: A contact who has access to View all Tickets in a contact group can see and reply to the tickets of other group members via the Customer Portal. A contact who doesn't have access to View all Tickets will only see tickets raised by them.

 

Delete

(i) Contact Group member  

To remove a contact from a Contact Group, click the “Remove” button that appears when you hover over the contact.

(ii) Contact Group

To delete a group click on “More actions > Delete Group”, located the edit option,

 

 To edit a saved group, Click the “Edit” button in the Basic Information section, and you will be prompted with a new window, where you can make the necessary changes.

Click the “Save Changes” button, to save the changes you have made.

 

Permissions

Who can perform this action?

Any agent with “Add & Edit Contact Group” permission can manage a contact group.

 

 

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