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 co…
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…
Customize Contact Email Notifications
Contact notifications are email alerts that your contacts receive when certain events happen on your help desk. These notifications are sent to the email address linked to your contact's profile. Available on all subscription plans. What are the different Contact Notifications supported by HappyFox? * New Ticket Au…
What are contact custom fields?
Contact custom fields let you collect additional data about your customers, like Customer Type, Current Plan, Permanent Address, etc apart from the basic information such as email or phone number. Contact custom fields can be later used to create ticket queues, filters or run reports on. Available on all subscripti…
Manage Contacts
The below article refers to “HappyFox New” version. If you are in “Classic HappyFox” then refer to this article . Available on all subscription plans. Contacts in HappyFox are customers or end users who raise tickets. HappyFox allows you to maintain a profile for all your customers making communication easier. On…
