Documentation

Contacts

Customer profiles, contact details and merging contacts.

1. The contact overview

   Search, filter and sort all people and companies your organisation has been in contact with, and open the latest ticket or the customer profile straight from the overview.

   Viewer
2. The customer profile

   Everything about one customer in one place: contact details, notes, what aishaa has learned about the customer, tickets, cases and the timeline, plus editing the name, type, domains and contacts.

   Viewer
3. Merge, move and block contacts

   Merge duplicate customer profiles, move a contact to another customer or turn it into a separate customer, link a ticket to the right customer or contact, and block an email address.

   Agent