🎉New Feature Released: Contact Group Custom Fields (CGCF). Click here to learn more.

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Showing articles from Contacts tag

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.][1] [1]: https://support.happyfox.com/kb/article/698-manage-contact…

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][1] "**Show basic info for tickets inside unassociated categories"** to select roles. Appli…

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 1. From the ticket list page, choose the required set of tickets for which you want to change the contact. 2. On selection, t…

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 ][1] >…

Manage Contacts

> The below article refers to “HappyFox New” version. If you are in “Classic HappyFox” then refer to this [article][1]. 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. Once a customer raises his first tic…

Merging Contacts

Just like [merging two tickets][1] 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. R…

Linking Assets with Contacts 📦🔗👤

HappyFox allows you to link contacts with assets in your helpdesk. Applicable Plans: ✖️ Mighty ✖️ Fantastic ✔️ Enterprise ✔️Enterprise Plus **Points to be noted 📝:** * Asset↔️Contact Link is **independent** of Asset↔️Ticket Link. Learn more about Asset↔️Tickets Links [here][1]. * Asset↔️Contact Links…

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 con…

What are contact custom fields?

Contact [custom fields][1] 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. > **Plan**: All plans #…

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. Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus **What are the different Contact Noti…

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