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. R…
Manage Contacts
The below article refers to “HappyFox New” version. If you are in “Classic HappyFox” then refer to this article . 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 ticke…
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…
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…
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…
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. Plan : All plans How to v…
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 Notifications su…
Linking Assets with Contacts
HappyFox allows you to link contacts with assets in your helpdesk. Applicable Plans: ✖️ Mighty ✖️ Fantastic ✔️ Enterprise ✔️Enterprise Plus ✔️ Unlimited Agents Plans Points to be noted 📝: * Asset↔️Contact Link is independent of Asset↔️Ticket Link. Learn more about Asset↔️Tickets Links here . * Asset↔️Cont…
