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Showing articles from Contacts tag

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…

Import contacts from Spreadsheets to HappyFox

Introduction: Instead of adding users manually one at a time, you can add many users to a bulk import. To do this, you should create a CSV/XLS file that contains the contacts' data. What you can do with the contact import: * Add new contacts to the account * Bulk edit existing users * Add contacts to new organi…

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