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Showing articles from Contacts tag

Integrate your Workday Account with HappyFox Helpdesk

Workday is a cloud-based enterprise software platform specializing in human capital management (HCM), financial management, and analytics. Integrating Workday with HappyFox Helpdesk enables contact synchronization, allowing you to automatically sync worker details from your Workday account with HappyFox Helpdesk. …

Integrate your Darwinbox Account with HappyFox Helpdesk:

Darwinbox is a Human Resource Management System (HRMS) designed for efficient employee management and engagement. Integrating Darwinbox with HappyFox Helpdesk enables automatic synchronization of employee details to streamline operations. With Darwinbox Contact Sync, you can: * Sync employee details from Darwinbox…

Google Workspace Contact Sync for Happyfox Helpdesk

Google Workspace Contact Sync allows you to automatically sync your Google Workspace contacts with HappyFox Helpdesk. This ensures your helpdesk contact database is up-to-date with your organization’s Google Workspace directory. Google Workspace Contact Sync integration lets you automatically: * Sync users from Go…

Why are contacts getting created in HappyFox with Cc'd email addresses used in Tickets?

This feature by design. We have to create contact to store references and make it searchable. You can always delete contacts from the system that has zero tickets associated with them inside Manage >> Contacts. Learn more about managing contacts.

Change contact for multiple tickets

HappyFox now lets you change the contact of multiple tickets through bulk actions. This action can be performed only by agents having “Change ticket contact” permission. Steps to follow * From the ticket list page, choose the required set of tickets for which you want to change the contact. * On selection, the …

View basic information on tickets belonging to unassociated categories

Agents can view basic ticket information such as subject, ticket id, etc. for tickets belonging to categories they do not have access to. To accomplish this, help desk administrators can enable the ticket-level permission " Show basic info for tickets inside unassociated categories" to select roles. Applicable Pl…

Merging Contacts

Just like merging two tickets of the same contact, HappyFox also provides the option to merge two contact accounts of the same customer/individual. Say they've used a different email address to raise tickets in the past, which they aren't using anymore; and have now begun using a new email ID to raise tickets. …

Linking Assets with Contacts

HappyFox allows you to link contacts with assets in your helpdesk. Applicable Plans: ✖️ Basic ✖️ Team ✔️ Pro ✔️ Enterprise PRO ✔️ Growth ✔️ Scale ✔️ Scale Plus ✔️ Ultimate Points to be noted 📝: * Asset↔️Contact Link is independent of Asset↔️Ticket Link. Learn more about Asset↔️Tickets Links here . * Asset…

Add Customer Contacts

Contacts in HappyFox are your customers or end users who submit requests into your support system. HappyFox allows you to maintain a detailed profile of all your customers making communication easier. Once a customer raises his first ticket, he is automatically added to your contacts, if he does not exist in your …

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 Grou…

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