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 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…
Import contacts from Spreadsheets to HappyFox
Introduction: Rather than adding users manually, HappyFox allows you to bulk-import contacts using a CSV or XLS file. This feature is available on all subscription plans and is the most efficient way to manage large customer databases. Capabilities * Add New Contacts: Populate your help desk with new customer…
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…
