Contacts & Companies

Hello Everyone!<\/strong><\/p>
Discover the game-changing impact of Generative AI<\/strong> on customer service in this power-packed webinar.<\/p>
Here\u2019s what you need to know about the session -<\/p>
Agenda -<\/strong><\/u><\/p>
$\"\ud83d\udccc\"$ Generative AI\u2019s impact on customer service and support<\/p>
$\"\ud83d\udccc\"$ Quick demo on leveraging AI for enhanced customer service functions<\/p>
$\"\ud83d\udccc\"$ Q&A session<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>
\u00a0<\/p>
What areas we will delve into -<\/u><\/strong><\/p>
$\"\ud83d\udccc\"$ Understand how Generative AI is transforming customer service<\/p>
$\"\ud83d\udccc\"$ Discover how AI enhances self-service and delivers quick resolutions, freeing up agent time<\/p>
$\"\ud83d\udccc\"$ Explore Freshworks' newly launched Freddy AI, powered by Generative AI, for automating repetitive tasks and maximising productivity<\/p>
$\"\ud83d\udccc\"$ \u00a0 Learn how Freddy AI enables proactive issue identification and timely decision-making for business\u00a0growth<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>
\u00a0<\/p>
Date - Aug 8, 2023<\/strong><\/p>
Time - 9:00 AM PST | 9:30 PM IST<\/strong><\/p>
$\"\ud83d\udc49\ud83c\udffd\"$ \u00a0RSVP NOW !!<\/strong><\/a><\/p>","author":{"id":43548,"url":"\/members\/kamakshi-v-43548","name":"Kamakshi V","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e865e8ef-3f5e-4151-899f-7677e48d6699.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":3},"type":"Webinar","url":"https:\/\/community.freshworks.com\/events\/unleash-ai-cx-gets-more-personalized-predictive-and-optimized-227","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/125f6bf9-d0ed-43bb-be49-e160f57f0c14_thumb.jpg","location":"","startsAt":1691510400,"endsAt":1691514000,"contentType":"event","attendees":[],"attendeeCount":0,"isLoggedInUserAttendee":false,"createdAt":"1690397491"},"config":{"selectedTopic":{"id":227,"title":"Unleash AI: CX gets more Personalized, Predictive, and Optimized","content":"
Hello Everyone!<\/strong><\/p>
Discover the game-changing impact of Generative AI<\/strong> on customer service in this power-packed webinar.<\/p>
Here\u2019s what you need to know about the session -<\/p>
Agenda -<\/strong><\/u><\/p>
$\"\ud83d\udccc\"$ Generative AI\u2019s impact on customer service and support<\/p>
$\"\ud83d\udccc\"$ Quick demo on leveraging AI for enhanced customer service functions<\/p>
$\"\ud83d\udccc\"$ Q&A session<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>
\u00a0<\/p>
What areas we will delve into -<\/u><\/strong><\/p>
$\"\ud83d\udccc\"$ Understand how Generative AI is transforming customer service<\/p>
$\"\ud83d\udccc\"$ Discover how AI enhances self-service and delivers quick resolutions, freeing up agent time<\/p>
$\"\ud83d\udccc\"$ Explore Freshworks' newly launched Freddy AI, powered by Generative AI, for automating repetitive tasks and maximising productivity<\/p>
$\"\ud83d\udccc\"$ \u00a0 Learn how Freddy AI enables proactive issue identification and timely decision-making for business\u00a0growth<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>
\u00a0<\/p>
Date - Aug 8, 2023<\/strong><\/p>
Time - 9:00 AM PST | 9:30 PM IST<\/strong><\/p>
$\"\ud83d\udc49\ud83c\udffd\"$ \u00a0RSVP NOW !!<\/strong><\/a><\/p>","author":{"id":43548,"url":"\/members\/kamakshi-v-43548","name":"Kamakshi V","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e865e8ef-3f5e-4151-899f-7677e48d6699.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":3},"type":"Webinar","url":"https:\/\/community.freshworks.com\/events\/unleash-ai-cx-gets-more-personalized-predictive-and-optimized-227","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/125f6bf9-d0ed-43bb-be49-e160f57f0c14_thumb.jpg","location":"","startsAt":1691510400,"endsAt":1691514000,"contentType":"event","attendees":[],"attendeeCount":0,"isLoggedInUserAttendee":false,"createdAt":"1690397491"}},"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}}}">

Unleash AI: CX gets more Personalized, Predictive, and Optimized
(Tue, 8 Aug, 16:00)

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Using Freshdesk

Contacts & Companies

Contacts & Companies

Using Freshdesk

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On the Freshdesk contacts page, how can I customize the fields\/columns shown? I want to hide \u201cFacebook\u201d and \u201cTwitter\u201d and show a custom customer field (\u201cDepartment\u201d) that I created. Is this not possible on the Growth plan?<\/p>","url":"\/contacts-companies-11405\/adding-fields-columns-to-contacts-view-23332?postid=58914#post58914","creationDate":"2022-01-27T17:56:13+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2087,"id":23332,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/adding-fields-columns-to-contacts-view-23332","title":"Adding fields\/columns to contacts view","lastPost":{"id":79117,"author":{"id":44846,"url":"\/members\/amorales-44846","name":"amorales","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/6777960c-a572-49ac-879f-9213b583056b.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
Would also love to have this feature. Seems odd that it\u2019s not something that can be done out of the box.\u00a0<\/p>","url":"\/contacts-companies-11405\/adding-fields-columns-to-contacts-view-23332?postid=79117#post79117","creationDate":"2023-06-19T17:56:05+0000","relativeCreationDate":"1 month ago"},"lastReply":{"id":79117,"author":{"id":44846,"url":"\/members\/amorales-44846","name":"amorales","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/6777960c-a572-49ac-879f-9213b583056b.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
Would also love to have this feature. Seems odd that it\u2019s not something that can be done out of the box.\u00a0<\/p>","url":"\/contacts-companies-11405\/adding-fields-columns-to-contacts-view-23332?postid=79117#post79117","creationDate":"2023-06-19T17:56:05+0000","relativeCreationDate":"1 month ago"},"numberOfUnreadReplies":0,"numberOfReplies":10,"numberOfLikes":2,"relevantPost":{"id":58914,"author":{"id":34751,"url":"\/members\/mcperr3-34751","name":"mcperr3","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/5a4e82cb-0fd7-481e-91a8-c2dbf31afdb9.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":1},"content":"
On the Freshdesk contacts page, how can I customize the fields\/columns shown? I want to hide \u201cFacebook\u201d and \u201cTwitter\u201d and show a custom customer field (\u201cDepartment\u201d) that I created. Is this not possible on the Growth plan?<\/p>","url":"\/contacts-companies-11405\/adding-fields-columns-to-contacts-view-23332?postid=58914#post58914","creationDate":"2022-01-27T17:56:13+0000","relativeCreationDate":"1 year ago"},"numberOfViews":326,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"79117"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

mcperr3 Apprentice
asked inContacts & Companies

Adding fields/columns to contacts view

On the Freshdesk contacts page, how can I customize the fields/columns shown? I want to hide “Facebook” and “Twitter” and show a custom customer field (“Department”) that I created. Is this not possible on the Growth plan?

10

1 month ago

Hi, we recently have a joint customer account in FreshDesk who now want to go their separate ways. Even though the mobile number has been deleted from the contact to create a new account for the other customer, any calls and text are still creating and logging under the previous joint account. We\u2019re aware we can completely delete the contacts to start from scratch but we don\u2019t want to loose previous tickets\/communications with the customers. Is there a possibility to have a function allowing us to unmerge customers or tickets please?<\/p>","url":"\/contacts-companies-11405\/ability-to-unmerge-contacts-or-tickets-28526?postid=72776#post72776","creationDate":"2023-02-24T10:40:30+0000","relativeCreationDate":"5 months ago"},"isTopicUnread":true,"privateId":4499,"id":28526,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/ability-to-unmerge-contacts-or-tickets-28526","title":"Ability to Unmerge Contacts or Tickets","lastPost":{"id":78351,"author":{"id":44114,"url":"\/members\/hexagm-44114","name":"hexagm","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/4e0750d1-9816-425d-a2b2-1da6c1bbeeae.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
In such cases, I recommend reaching out to Freshdesk's support team directly for assistance. They will be able to provide you with the most up-to-date\u00a0 vectous<\/a>\u00a0information on any available functions or solutions to unmerge customers or tickets while retaining the relevant data. Freshdesk's support team is best equipped to guide you through the process and address your specific requirements.<\/p>","url":"\/contacts-companies-11405\/ability-to-unmerge-contacts-or-tickets-28526?postid=78351#post78351","creationDate":"2023-05-29T16:51:10+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":78351,"author":{"id":44114,"url":"\/members\/hexagm-44114","name":"hexagm","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/4e0750d1-9816-425d-a2b2-1da6c1bbeeae.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
In such cases, I recommend reaching out to Freshdesk's support team directly for assistance. They will be able to provide you with the most up-to-date\u00a0 vectous<\/a>\u00a0information on any available functions or solutions to unmerge customers or tickets while retaining the relevant data. Freshdesk's support team is best equipped to guide you through the process and address your specific requirements.<\/p>","url":"\/contacts-companies-11405\/ability-to-unmerge-contacts-or-tickets-28526?postid=78351#post78351","creationDate":"2023-05-29T16:51:10+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":4,"numberOfLikes":0,"relevantPost":{"id":72776,"author":{"id":41778,"url":"\/members\/sarah-h-41778","name":"Sarah H","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi, we recently have a joint customer account in FreshDesk who now want to go their separate ways. Even though the mobile number has been deleted from the contact to create a new account for the other customer, any calls and text are still creating and logging under the previous joint account. We\u2019re aware we can completely delete the contacts to start from scratch but we don\u2019t want to loose previous tickets\/communications with the customers. Is there a possibility to have a function allowing us to unmerge customers or tickets please?<\/p>","url":"\/contacts-companies-11405\/ability-to-unmerge-contacts-or-tickets-28526?postid=72776#post72776","creationDate":"2023-02-24T10:40:30+0000","relativeCreationDate":"5 months ago"},"numberOfViews":53,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"78351"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

S

Sarah H Apprentice
asked inContacts & Companies

Ability to Unmerge Contacts or Tickets

Hi, we recently have a joint customer account in FreshDesk who now want to go their separate ways. Even though the mobile number has been deleted from the contact to create a new account for the other customer, any calls and text are still creating and logging under the previous joint account. We’re aware we can completely delete the contacts to start from scratch but we don’t want to loose previous tickets/communications with the customers. Is there a possibility to have a function allowing us to unmerge customers or tickets please?

4

2 months ago

I would like to assign several companies to a contact because he is in charge of them. I used to be able to link multiple companies when creating a contact. Now it is no longer possible. Has something been adjusted ?<\/p>","url":"\/contacts-companies-11405\/assign-several-companies-to-one-contact-no-longer-possible-31153?postid=78206#post78206","creationDate":"2023-05-25T07:30:11+0000","relativeCreationDate":"2 months ago"},"isTopicUnread":true,"privateId":5790,"id":31153,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/assign-several-companies-to-one-contact-no-longer-possible-31153","title":"assign several companies to one contact no longer possible ?","lastPost":{"id":78208,"author":{"id":34679,"url":"\/members\/vinothkumar-manoharan-34679","name":"vinothkumar.manoharan","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d53495d4-b334-4fc0-8970-77e0f3e24d4d.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":3},"content":"
Hi @Perry.gy<\/user-mention>\u00a0<\/p>
Associating mutiple companies to one\u00a0contact is available in Pro and Enterprise plans.<\/p>
You can refer to this -\u00a0https:\/\/support.freshdesk.com\/en\/support\/solutions\/articles\/219344-associating-one-contact-with-multiple-companies<\/a><\/p>
Let us know which plan you are IN to check further<\/p>
Cheers<\/p>","url":"\/contacts-companies-11405\/assign-several-companies-to-one-contact-no-longer-possible-31153?postid=78208#post78208","creationDate":"2023-05-25T08:40:56+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":78208,"author":{"id":34679,"url":"\/members\/vinothkumar-manoharan-34679","name":"vinothkumar.manoharan","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d53495d4-b334-4fc0-8970-77e0f3e24d4d.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":3},"content":"
Hi @Perry.gy<\/user-mention>\u00a0<\/p>
Associating mutiple companies to one\u00a0contact is available in Pro and Enterprise plans.<\/p>
You can refer to this -\u00a0 https:\/\/support.freshdesk.com\/en\/support\/solutions\/articles\/219344-associating-one-contact-with-multiple-companies<\/a><\/p>
Let us know which plan you are IN to check further<\/p>
Cheers<\/p>","url":"\/contacts-companies-11405\/assign-several-companies-to-one-contact-no-longer-possible-31153?postid=78208#post78208","creationDate":"2023-05-25T08:40:56+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":78206,"author":{"id":44004,"url":"\/members\/perry-gy-44004","name":"Perry.gy","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c6169271-6541-4bac-aed5-db5016181fc5.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
I would like to assign several companies to a contact because he is in charge of them. I used to be able to link multiple companies when creating a contact. Now it is no longer possible. Has something been adjusted ?<\/p>","url":"\/contacts-companies-11405\/assign-several-companies-to-one-contact-no-longer-possible-31153?postid=78206#post78206","creationDate":"2023-05-25T07:30:11+0000","relativeCreationDate":"2 months ago"},"numberOfViews":15,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"78208"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Perry.gy Apprentice
asked inContacts & Companies

assign several companies to one contact no longer possible ?

I would like to assign several companies to a contact because he is in charge of them. I used to be able to link multiple companies when creating a contact. Now it is no longer possible. Has something been adjusted ?

1

2 months ago

What are people doing when you have a customer that is acquired or merges and starts going by a new name?\u00a0 I\u2019m finding there is no way to Edit existing names or merge with other companies, like you can for contacts.

I would love to hear what other Freshdesk users are doing.<\/p>","url":"\/contacts-companies-11405\/customer-name-changes-25245?postid=65316#post65316","creationDate":"2022-08-05T14:52:30+0000","relativeCreationDate":"11 months ago"},"isTopicUnread":true,"privateId":2966,"id":25245,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/customer-name-changes-25245","title":"Customer name changes","lastPost":{"id":77603,"author":{"id":34261,"url":"\/members\/hsarem1-34261","name":"hsarem1","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
Cool Name Finder lets you find name ideas for anything you want. Just type what you want to name in the search bar above and let us take care of the rest. It\u2019s like a name generator for everything!<\/p>","url":"\/contacts-companies-11405\/customer-name-changes-25245?postid=77603#post77603","creationDate":"2023-05-11T19:00:22+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77603,"author":{"id":34261,"url":"\/members\/hsarem1-34261","name":"hsarem1","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
Cool Name Finder lets you find name ideas for anything you want. Just type what you want to name in the search bar above and let us take care of the rest. It\u2019s like a name generator for everything!<\/p>","url":"\/contacts-companies-11405\/customer-name-changes-25245?postid=77603#post77603","creationDate":"2023-05-11T19:00:22+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":1,"relevantPost":{"id":65316,"author":{"id":35646,"url":"\/members\/blair-35646","name":"Blair","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/14b6457b-c0c1-46df-a28b-a58d80b8d58d.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":"
What are people doing when you have a customer that is acquired or merges and starts going by a new name?\u00a0 I\u2019m finding there is no way to Edit existing names or merge with other companies, like you can for contacts.

I would love to hear what other Freshdesk users are doing.<\/p>","url":"\/contacts-companies-11405\/customer-name-changes-25245?postid=65316#post65316","creationDate":"2022-08-05T14:52:30+0000","relativeCreationDate":"11 months ago"},"numberOfViews":63,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"77603"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Blair Skilled Expert
asked inContacts & Companies

Customer name changes

人们关心的是什么oing when you have a customer that is acquired or merges and starts going by a new name? I’m finding there is no way to Edit existing names or merge with other companies, like you can for contacts.I would love to hear what other Freshdesk users are doing.

3

H

2 months ago

Hi,

Is here anybody who successfully managed to sync their outlook contacts with freshdesk with the use of the market place app \u201cMicrosoft Outlook Contacts\u201d?
\u00a0<\/p>
At my helpdesk the sync doesn\u2019t start. I\u2019m not even get asked to log in to my 365 account.

best regards<\/p>
Sascha<\/p>","url":"\/contacts-companies-11405\/sync-with-outlook-contacts-does-not-work-30686?postid=77126#post77126","creationDate":"2023-05-02T08:27:37+0000","relativeCreationDate":"3 months ago"},"isTopicUnread":true,"privateId":5538,"id":30686,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/sync-with-outlook-contacts-does-not-work-30686","title":"Sync with outlook contacts does not work","lastPost":{"id":77533,"author":{"id":34679,"url":"\/members\/vinothkumar-manoharan-34679","name":"vinothkumar.manoharan","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d53495d4-b334-4fc0-8970-77e0f3e24d4d.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":3},"content":"
@SOTA<\/user-mention>\u00a0The app just redirects to enable to login to O365 and authenticate for accessing the contacts to fetch it. If the permissions are granted, it fetches the data periodically.\u00a0<\/p>
If it is not redirecting to the O365 login page, can you check below points<\/p>
Whether browser popup is restricting any redirection<\/li>\t
Your O365 account is having permission to authenticate the entry of external apps<\/li>\t
Try in an incognito mode of the browser to make sure the page redirection happens smooth<\/li><\/ol>
Post sync, In freshdesk contact database, check for the tags with outlook_contacts to validate whether the sync is happening<\/p>
Request to confirm post checking the points<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>","url":"\/contacts-companies-11405\/sync-with-outlook-contacts-does-not-work-30686?postid=77533#post77533","creationDate":"2023-05-10T11:38:55+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77533,"author":{"id":34679,"url":"\/members\/vinothkumar-manoharan-34679","name":"vinothkumar.manoharan","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d53495d4-b334-4fc0-8970-77e0f3e24d4d.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":3},"content":"
@SOTA<\/user-mention>\u00a0The app just redirects to enable to login to O365 and authenticate for accessing the contacts to fetch it. If the permissions are granted, it fetches the data periodically.\u00a0<\/p>
If it is not redirecting to the O365 login page, can you check below points<\/p>
Whether browser popup is restricting any redirection<\/li>\t
Your O365 account is having permission to authenticate the entry of external apps<\/li>\t
Try in an incognito mode of the browser to make sure the page redirection happens smooth<\/li><\/ol>
Post sync, In freshdesk contact database, check for the tags with outlook_contacts to validate whether the sync is happening<\/p>
Request to confirm post checking the points<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>","url":"\/contacts-companies-11405\/sync-with-outlook-contacts-does-not-work-30686?postid=77533#post77533","creationDate":"2023-05-10T11:38:55+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":77126,"author":{"id":43378,"url":"\/members\/sota-43378","name":"SOTA","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi,

Is here anybody who successfully managed to sync their outlook contacts with freshdesk with the use of the market place app \u201cMicrosoft Outlook Contacts\u201d?
\u00a0<\/p>
At my helpdesk the sync doesn\u2019t start. I\u2019m not even get asked to log in to my 365 account.

best regards<\/p>
Sascha<\/p>","url":"\/contacts-companies-11405\/sync-with-outlook-contacts-does-not-work-30686?postid=77126#post77126","creationDate":"2023-05-02T08:27:37+0000","relativeCreationDate":"3 months ago"},"numberOfViews":20,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"77533"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

S

SOTA Apprentice
asked inContacts & Companies

Sync with outlook contacts does not work

Hi,Is here anybody who successfully managed to sync their outlook contacts with freshdesk with the use of the market place app “Microsoft Outlook Contacts”? At my helpdesk the sync doesn’t start. I’m not even get asked to log in to my 365 account.best regardsSascha

1

2 months ago

Hi everyone,<\/p>
\u00a0<\/p>
I have been using Freshdesk with my support team for a year and I still have several things I can\u2019t do (or at least, I have not found how to do them).<\/p>
First and foremost is the possibility to filter tickets, contacts and companies using contact or company fields<\/strong><\/u> (and more precisely custom fields).<\/p>
\u00a0<\/p>
For instance, par of our customers have an \u00ab autonomy \u00bb contract while the other part have more assistance with several options in their contracts.<\/p>
I set it up in Freshdesk with several checkboxes (one for each additional option)<\/p>
I would like to be able to :<\/p>
list all companies with such or such option<\/li>\t
filter contact in companies with such or such option<\/li>\t
filter tickets with such or such option<\/li><\/ul>
I can access this by exporting my data but this doesn\u2019t really help my support team for their daily work.<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
$\"//m.teammarx.com/community/\"$ <\/figure>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>
Another example is the company name. In the standard company name, we put a numerical ID (because most of the time, this is the name we use internally). But sometimes, we have to search for the customer using their own name and this name is stored in a custom\u00a0field.<\/p>
I would like to be able to filter my tickets on a company using that custom name field and not the standard name field.<\/p>
\u00a0<\/p>
Last question (linked to my problem) : is it possible to have a list of custom views in the contact \/ companies screen like there is in the ticket screen ?<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>
\u00a0<\/p>
I have one of the previous plans, Blossom.<\/p>","url":"\/contacts-companies-11405\/how-can-i-filter-tickets-using-contact-or-company-fields-24712?postid=64048#post64048","creationDate":"2022-06-27T11:26:37+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2732,"id":24712,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/how-can-i-filter-tickets-using-contact-or-company-fields-24712","title":"How can I filter tickets using contact or company fields ?","lastPost":{"id":77281,"author":{"id":43445,"url":"\/members\/bakesmith412-43445","name":"bakesmith412","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f87e6c25-5173-4c7b-86f0-988bb07e55df.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
Hi there! It sounds like you're having some trouble filtering tickets, contacts, and companies in Freshdesk using custom fields. Specifically, you're looking for a way to list all companies with a particular option, filter contacts in Door<\/a> companies with certain options, and filter tickets with specific options. Additionally, you're hoping to filter tickets using a custom name field instead of the standard name field. Lastly, you're wondering if it's possible to have a list of custom views in the contact\/companies screen like there is in the ticket screen<\/p>","url":"\/contacts-companies-11405\/how-can-i-filter-tickets-using-contact-or-company-fields-24712?postid=77281#post77281","creationDate":"2023-05-04T13:00:24+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77281,"author":{"id":43445,"url":"\/members\/bakesmith412-43445","name":"bakesmith412","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f87e6c25-5173-4c7b-86f0-988bb07e55df.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
Hi there! It sounds like you're having some trouble filtering tickets, contacts, and companies in Freshdesk using custom fields. Specifically, you're looking for a way to list all companies with a particular option, filter contacts in Door<\/a> companies with certain options, and filter tickets with specific options. Additionally, you're hoping to filter tickets using a custom name field instead of the standard name field. Lastly, you're wondering if it's possible to have a list of custom views in the contact\/companies screen like there is in the ticket screen<\/p>","url":"\/contacts-companies-11405\/how-can-i-filter-tickets-using-contact-or-company-fields-24712?postid=77281#post77281","creationDate":"2023-05-04T13:00:24+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":1,"relevantPost":{"id":64048,"author":{"id":31359,"url":"\/members\/julianeb-31359","name":"JulianeB","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/fcab2a4f-a060-47c9-b561-20f9726bc9f7.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":"
Hi everyone,<\/p>
\u00a0<\/p>
I have been using Freshdesk with my support team for a year and I still have several things I can\u2019t do (or at least, I have not found how to do them).<\/p>
First and foremost is the possibility to filter tickets, contacts and companies using contact or company fields<\/strong><\/u> (and more precisely custom fields).<\/p>
\u00a0<\/p>
For instance, par of our customers have an \u00ab autonomy \u00bb contract while the other part have more assistance with several options in their contracts.<\/p>
I set it up in Freshdesk with several checkboxes (one for each additional option)<\/p>
I would like to be able to :<\/p>
list all companies with such or such option<\/li>\t
filter contact in companies with such or such option<\/li>\t
filter tickets with such or such option<\/li><\/ul>
I can access this by exporting my data but this doesn\u2019t really help my support team for their daily work.<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
$\"//m.teammarx.com/community/\"$ <\/figure>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>
Another example is the company name. In the standard company name, we put a numerical ID (because most of the time, this is the name we use internally). But sometimes, we have to search for the customer using their own name and this name is stored in a custom\u00a0field.<\/p>
I would like to be able to filter my tickets on a company using that custom name field and not the standard name field.<\/p>
\u00a0<\/p>
Last question (linked to my problem) : is it possible to have a list of custom views in the contact \/ companies screen like there is in the ticket screen ?<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>
\u00a0<\/p>
I have one of the previous plans, Blossom.<\/p>","url":"\/contacts-companies-11405\/how-can-i-filter-tickets-using-contact-or-company-fields-24712?postid=64048#post64048","creationDate":"2022-06-27T11:26:37+0000","relativeCreationDate":"1 year ago"},"numberOfViews":189,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"77281"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

JulianeB Skilled Expert
asked inContacts & Companies

How can I filter tickets using contact or company fields ?

Hi everyone, I have been using Freshdesk with my support team for a year and I still have several things I can’t do (or at least, I have not found how to do them).First and foremost is the possibility to filter tickets, contacts and companies using contact or company fields (and more precisely custom fields). For instance, par of our customers have an « autonomy » contract while the other part have more assistance with several options in their contracts.I set it up in Freshdesk with several checkboxes (one for each additional option)I would like to be able to :list all companies with such or such option filter contact in companies with such or such option filter tickets with such or such optionI can access this by exporting my data but this doesn’t really help my support team for their daily work. Another example is the company name. In the standard company name, we put a numerical ID (because most of the time, this is the name we use internally). But sometimes, we have to search for t

3

2 months ago

Hi,<\/p>
I\u2019ve created a ticket form with many of customs fields, all of them are linked with a newly created ticket.<\/p>
In addition I have a few fields in the form (phone, telegram id, job title etc) which have to be linked with a user, not with a ticket. How to add information from these \u201cuser\u201d fields to the Contact details?<\/p>
Thanks<\/p>","url":"\/contacts-companies-11405\/how-to-fill-contact-fields-30654?postid=77051#post77051","creationDate":"2023-04-30T17:07:08+0000","relativeCreationDate":"3 months ago"},"isTopicUnread":true,"privateId":5519,"id":30654,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/how-to-fill-contact-fields-30654","title":"How to fill Contact fields?","lastPost":{"id":77098,"author":{"id":11952,"url":"\/members\/aravind-sundararajan-11952","name":"aravind.sundararajan","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9f31714f-72a8-4e37-ac9a-948d01189604.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":4},"content":"
Hello @equal.postost<\/user-mention>\u00a0Can you please share details about your instance in DM? If you can share the form link with me, I can help you with the exact automation that need to be configured to support this usecase.<\/p>
\u00a0<\/p>
Cheers!<\/p>","url":"\/contacts-companies-11405\/how-to-fill-contact-fields-30654?postid=77098#post77098","creationDate":"2023-05-01T17:37:48+0000","relativeCreationDate":"3 months ago"},"lastReply":{"id":77098,"author":{"id":11952,"url":"\/members\/aravind-sundararajan-11952","name":"aravind.sundararajan","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9f31714f-72a8-4e37-ac9a-948d01189604.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":4},"content":"
Hello @equal.postost<\/user-mention>\u00a0Can you please share details about your instance in DM? If you can share the form link with me, I can help you with the exact automation that need to be configured to support this usecase.<\/p>
\u00a0<\/p>
Cheers!<\/p>","url":"\/contacts-companies-11405\/how-to-fill-contact-fields-30654?postid=77098#post77098","creationDate":"2023-05-01T17:37:48+0000","relativeCreationDate":"3 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":0,"relevantPost":{"id":77051,"author":{"id":43339,"url":"\/members\/equal-postost-43339","name":"equal.postost","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/b703b942-5e0b-454e-bf3a-a1c33875c6a4.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi,<\/p>
I\u2019ve created a ticket form with many of customs fields, all of them are linked with a newly created ticket.<\/p>
In addition I have a few fields in the form (phone, telegram id, job title etc) which have to be linked with a user, not with a ticket. How to add information from these \u201cuser\u201d fields to the Contact details?<\/p>
Thanks<\/p>","url":"\/contacts-companies-11405\/how-to-fill-contact-fields-30654?postid=77051#post77051","creationDate":"2023-04-30T17:07:08+0000","relativeCreationDate":"3 months ago"},"numberOfViews":29,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"77098"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

equal.postost Apprentice
asked inContacts & Companies

How to fill Contact fields?

Hi,I’ve created a ticket form with many of customs fields, all of them are linked with a newly created ticket.In addition I have a few fields in the form (phone, telegram id, job title etc) which have to be linked with a user, not with a ticket. How to add information from these “user” fields to the Contact details?Thanks

3

3 months ago

I would like to ask if\u00a0the contacts can login to mobile app? or only the Agent?<\/p>","url":"\/contacts-companies-11405\/can-contacts-login-to-mobile-app-28721?postid=73345#post73345","creationDate":"2023-03-13T06:34:47+0000","relativeCreationDate":"4 months ago"},"isTopicUnread":true,"privateId":18497,"id":28721,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/can-contacts-login-to-mobile-app-28721","title":"can contacts login to mobile app?","lastPost":{"id":75573,"author":{"id":42423,"url":"\/members\/ram-kumar-42423","name":"ram kumar","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ]\u00a0<\/p>","url":"\/contacts-companies-11405\/can-contacts-login-to-mobile-app-28721?postid=75573#post75573","creationDate":"2023-03-23T23:22:53+0000","relativeCreationDate":"4 months ago"},"lastReply":{"id":75573,"author":{"id":42423,"url":"\/members\/ram-kumar-42423","name":"ram kumar","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ] coral Loan App contact no 8653694413 ]\u00a0<\/p>","url":"\/contacts-companies-11405\/can-contacts-login-to-mobile-app-28721?postid=75573#post75573","creationDate":"2023-03-23T23:22:53+0000","relativeCreationDate":"4 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":73345,"author":{"id":19268,"url":"\/members\/it-19268-19268","name":"it_19268","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
I would like to ask if\u00a0the contacts can login to mobile app? or only the Agent?<\/p>","url":"\/contacts-companies-11405\/can-contacts-login-to-mobile-app-28721?postid=73345#post73345","creationDate":"2023-03-13T06:34:47+0000","relativeCreationDate":"4 months ago"},"numberOfViews":15,"contentType":"discussion","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"75573"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

I

it_19268 Apprentice
posted inContacts & Companies

can contacts login to mobile app?

I would like to ask if the contacts can login to mobile app? or only the Agent?

1

R

4 months ago

On FreshDesk I want to verify a user for them. So I do NOT need to send them a verification email. Is this possible. I do not care if the users can login, I just want to open tickets for them. I need their emails verified but they always end up in SPAM so I have to phone them anyway. Whats the point of software if I have to phone them anyway?<\/p>","url":"\/contacts-companies-11405\/on-freshdesk-i-want-to-verify-a-user-for-them-so-i-do-not-need-to-send-them-a-verification-email-26756?postid=68979#post68979","creationDate":"2022-11-04T20:01:40+0000","relativeCreationDate":"8 months ago"},"isTopicUnread":true,"privateId":3682,"id":26756,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/on-freshdesk-i-want-to-verify-a-user-for-them-so-i-do-not-need-to-send-them-a-verification-email-26756","title":"On FreshDesk I want to verify a user for them. So I do NOT need to send them a verification email.","lastPost":{"id":68979,"author":{"id":39799,"url":"\/members\/matthewt-39799","name":"MatthewT","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
On FreshDesk I want to verify a user for them. So I do NOT need to send them a verification email. Is this possible. I do not care if the users can login, I just want to open tickets for them. I need their emails verified but they always end up in SPAM so I have to phone them anyway. Whats the point of software if I have to phone them anyway?<\/p>","url":"\/contacts-companies-11405\/on-freshdesk-i-want-to-verify-a-user-for-them-so-i-do-not-need-to-send-them-a-verification-email-26756?postid=68979#post68979","creationDate":"2022-11-04T20:01:40+0000","relativeCreationDate":"8 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":0,"relevantPost":{"id":68979,"author":{"id":39799,"url":"\/members\/matthewt-39799","name":"MatthewT","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
On FreshDesk I want to verify a user for them. So I do NOT need to send them a verification email. Is this possible. I do not care if the users can login, I just want to open tickets for them. I need their emails verified but they always end up in SPAM so I have to phone them anyway. Whats the point of software if I have to phone them anyway?<\/p>","url":"\/contacts-companies-11405\/on-freshdesk-i-want-to-verify-a-user-for-them-so-i-do-not-need-to-send-them-a-verification-email-26756?postid=68979#post68979","creationDate":"2022-11-04T20:01:40+0000","relativeCreationDate":"8 months ago"},"numberOfViews":32,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"68979"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

M

MatthewT Apprentice
asked inContacts & Companies

On FreshDesk I want to verify a user for them. So I do NOT need to send them a verification email.

On FreshDesk I want to verify a user for them. So I do NOT need to send them a verification email. Is this possible. I do not care if the users can login, I just want to open tickets for them. I need their emails verified but they always end up in SPAM so I have to phone them anyway. Whats the point of software if I have to phone them anyway?

0

M

8 months ago

Hi -\u00a0<\/p>
\u00a0<\/p>
Trying to import csv from another CRM (contacts), Freshworks advises me \"to\u00a0make sure every record is imported, check if\u00a0your file has data in\u00a0these mandatory fields\"\u00a0<\/p>
\u00a0<\/p>
A popup then says :\u00a0<\/p>
Fill any one unique field<\/p>
Emails
External ID<\/p>
\u00a0<\/p>
\u2026\u00a0WHERE are those fields supposed to be?\u00a0 I cant see them on the mapping or original csv I'm importing.\u00a0 Do I add them?\u00a0 Kindly clarify, confusedly, Jason<\/p>","url":"\/contacts-companies-11405\/trying-to-import-csv-from-another-crm-freshworks-tells-me-to-input-mandatory-fields-emails-external-id-where-25550?postid=66113#post66113","creationDate":"2022-08-30T15:48:10+0000","relativeCreationDate":"11 months ago"},"isTopicUnread":true,"privateId":3130,"id":25550,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/trying-to-import-csv-from-another-crm-freshworks-tells-me-to-input-mandatory-fields-emails-external-id-where-25550","title":"Trying to import csv from another CRM - Freshworks tells me to input mandatory fields: Emails, External ID - WHERE?","lastPost":{"id":68935,"author":{"id":38229,"url":"\/members\/t-belevska-38229","name":"T.Belevska","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/3edd1ae5-6949-4722-bb1e-493520ee0841.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":2},"content":"
Hi there,<\/span><\/p>
\u00a0<\/p>
Before migrating CSV files, check the templates provided by Freshdesk. Or look through the <\/span>Freshdesk Support<\/u><\/a>. There\u2019s an example where an email should be placed. In addition, check the following things:<\/span><\/p>
\t
Column headers in CSV files include names for fields like Name, Email, Title, etc.<\/span><\/p>\t<\/li>\t
\t
The CSV file must contain Name and Email address or Name and Phone number.<\/span><\/p>\t<\/li>\t
\t
Whenever two email addresses are associated with the same contact, you should use \"||\".<\/span><\/p>\t<\/li>\t
\t
You can add up to 10 emails for one contact.<\/span><\/p>\t<\/li><\/ul>
However, if you use a third-party app like Help Desk Migration then the peculiarities can be different. If you <\/span>import CSV files to Freshdesk<\/u><\/a>, be sure to include:<\/span><\/p>
\t
Ticket ID<\/span><\/p>\t<\/li>\t
\t
Subject<\/span><\/p>\t<\/li>\t
\t
Description<\/span><\/p>\t<\/li>\t
\t
Type<\/span><\/p>\t<\/li>\t
\t
Status<\/span><\/p>\t<\/li>\t
\t
Priority<\/span><\/p>\t<\/li>\t
\t
Agent email<\/span><\/p>\t<\/li>\t
\t
Agent name\u00a0<\/span><\/p>\t<\/li><\/ul>
For more details on CSV import via a third-party app, <\/span>check this page<\/u><\/a>.<\/span><\/p>
\u00a0<\/p>
Best regards,\u00a0<\/span><\/p>
Tetiana<\/span><\/p>","url":"\/contacts-companies-11405\/trying-to-import-csv-from-another-crm-freshworks-tells-me-to-input-mandatory-fields-emails-external-id-where-25550?postid=68935#post68935","creationDate":"2022-11-04T11:10:10+0000","relativeCreationDate":"8 months ago"},"lastReply":{"id":68935,"author":{"id":38229,"url":"\/members\/t-belevska-38229","name":"T.Belevska","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/3edd1ae5-6949-4722-bb1e-493520ee0841.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":2},"content":"
Hi there,<\/span><\/p>
\u00a0<\/p>
Before migrating CSV files, check the templates provided by Freshdesk. Or look through the <\/span>Freshdesk Support<\/u><\/a>. There\u2019s an example where an email should be placed. In addition, check the following things:<\/span><\/p>
\t
Column headers in CSV files include names for fields like Name, Email, Title, etc.<\/span><\/p>\t<\/li>\t
\t
The CSV file must contain Name and Email address or Name and Phone number.<\/span><\/p>\t<\/li>\t
\t
Whenever two email addresses are associated with the same contact, you should use \"||\".<\/span><\/p>\t<\/li>\t
\t
You can add up to 10 emails for one contact.<\/span><\/p>\t<\/li><\/ul>
However, if you use a third-party app like Help Desk Migration then the peculiarities can be different. If you <\/span>import CSV files to Freshdesk<\/u><\/a>, be sure to include:<\/span><\/p>
\t
Ticket ID<\/span><\/p>\t<\/li>\t
\t
Subject<\/span><\/p>\t<\/li>\t
\t
Description<\/span><\/p>\t<\/li>\t
\t
Type<\/span><\/p>\t<\/li>\t
\t
Status<\/span><\/p>\t<\/li>\t
\t
Priority<\/span><\/p>\t<\/li>\t
\t
Agent email<\/span><\/p>\t<\/li>\t
\t
Agent name\u00a0<\/span><\/p>\t<\/li><\/ul>
For more details on CSV import via a third-party app, <\/span>check this page<\/u><\/a>.<\/span><\/p>
\u00a0<\/p>
Best regards,\u00a0<\/span><\/p>
Tetiana<\/span><\/p>","url":"\/contacts-companies-11405\/trying-to-import-csv-from-another-crm-freshworks-tells-me-to-input-mandatory-fields-emails-external-id-where-25550?postid=68935#post68935","creationDate":"2022-11-04T11:10:10+0000","relativeCreationDate":"8 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":66113,"author":{"id":38253,"url":"\/members\/camerado-38253","name":"camerado","avatar":"","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":"
Hi -\u00a0<\/p>
\u00a0<\/p>
Trying to import csv from another CRM (contacts), Freshworks advises me \"to\u00a0make sure every record is imported, check if\u00a0your file has data in\u00a0these mandatory fields\"\u00a0<\/p>
\u00a0<\/p>
A popup then says :\u00a0<\/p>
Fill any one unique field<\/p>
Emails
External ID<\/p>
\u00a0<\/p>
\u2026\u00a0WHERE are those fields supposed to be?\u00a0 I cant see them on the mapping or original csv I'm importing.\u00a0 Do I add them?\u00a0 Kindly clarify, confusedly, Jason<\/p>","url":"\/contacts-companies-11405\/trying-to-import-csv-from-another-crm-freshworks-tells-me-to-input-mandatory-fields-emails-external-id-where-25550?postid=66113#post66113","creationDate":"2022-08-30T15:48:10+0000","relativeCreationDate":"11 months ago"},"numberOfViews":30,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"68935"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

C

camerado Contributor
asked inContacts & Companies

试图从另一个CRM——Freshworks导入csvtells me to input mandatory fields: Emails, External ID - WHERE?

Hi - Trying to import csv from another CRM (contacts), Freshworks advises me "to make sure every record is imported, check if your file has data in these mandatory fields" A popup then says : Fill any one unique fieldEmailsExternal ID … WHERE are those fields supposed to be? I cant see them on the mapping or original csv I'm importing. Do I add them? Kindly clarify, confusedly, Jason

1

8 months ago

how to import my domain (Companie) mail id into freshdesk as contact<\/p>","url":"\/contacts-companies-11405\/how-to-import-my-domain-companie-mail-id-into-freshdesk-as-contact-21398?postid=54003#post54003","creationDate":"2021-06-16T09:22:17+0000","relativeCreationDate":"2 years ago"},"isTopicUnread":true,"privateId":1162,"id":21398,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/how-to-import-my-domain-companie-mail-id-into-freshdesk-as-contact-21398","title":"how to import my domain (Companie) mail id into freshdesk as contact","lastPost":{"id":68909,"author":{"id":38229,"url":"\/members\/t-belevska-38229","name":"T.Belevska","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/3edd1ae5-6949-4722-bb1e-493520ee0841.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":2},"content":"
Hi there,<\/p>
\u00a0<\/p>
If importing CSV files with contacts doesn't work, you can try out a third-party app. For example, you can request a Custom Data Migration to transfer your domain (Company) mail id as a contact. Or you can:<\/span><\/p>
\t
Add tags to migrated tickets<\/span><\/p>\t<\/li>\t
\t
Skip attachments<\/span><\/p>\t<\/li>\t
\t
Migrate call recordings<\/span><\/p>\t<\/li>\t
\t
Migrate content translations<\/span><\/p>\t<\/li>\t
\t
One time Demo with custom data<\/span><\/p>\t<\/li><\/ul>
Plus, when you transfer all help desk and knowledge base records together, you maintain data relations. You can easily find any needed information.<\/span><\/p>
\u00a0<\/p>
For more details, <\/span>visit this page<\/u><\/a>.<\/span><\/p>
\u00a0<\/p>
Best regards,\u00a0<\/span><\/p>
Tetiana<\/span><\/p>","url":"\/contacts-companies-11405\/how-to-import-my-domain-companie-mail-id-into-freshdesk-as-contact-21398?postid=68909#post68909","creationDate":"2022-11-03T20:50:23+0000","relativeCreationDate":"8 months ago"},"lastReply":{"id":68909,"author":{"id":38229,"url":"\/members\/t-belevska-38229","name":"T.Belevska","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/3edd1ae5-6949-4722-bb1e-493520ee0841.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":2},"content":"
Hi there,<\/p>
\u00a0<\/p>
If importing CSV files with contacts doesn't work, you can try out a third-party app. For example, you can request a Custom Data Migration to transfer your domain (Company) mail id as a contact. Or you can:<\/span><\/p>
\t
Add tags to migrated tickets<\/span><\/p>\t<\/li>\t
\t
Skip attachments<\/span><\/p>\t<\/li>\t
\t
Migrate call recordings<\/span><\/p>\t<\/li>\t
\t
Migrate content translations<\/span><\/p>\t<\/li>\t
\t
One time Demo with custom data<\/span><\/p>\t<\/li><\/ul>
Plus, when you transfer all help desk and knowledge base records together, you maintain data relations. You can easily find any needed information.<\/span><\/p>
\u00a0<\/p>
For more details, <\/span>visit this page<\/u><\/a>.<\/span><\/p>
\u00a0<\/p>
Best regards,\u00a0<\/span><\/p>
Tetiana<\/span><\/p>","url":"\/contacts-companies-11405\/how-to-import-my-domain-companie-mail-id-into-freshdesk-as-contact-21398?postid=68909#post68909","creationDate":"2022-11-03T20:50:23+0000","relativeCreationDate":"8 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":54003,"author":{"id":31458,"url":"\/members\/jagadeesh-kanumuri-31458","name":"Jagadeesh_kanumuri","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/fc5b3030-1f47-4538-93ad-595e8ee65a68.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
how to import my domain (Companie) mail id into freshdesk as contact<\/p>","url":"\/contacts-companies-11405\/how-to-import-my-domain-companie-mail-id-into-freshdesk-as-contact-21398?postid=54003#post54003","creationDate":"2021-06-16T09:22:17+0000","relativeCreationDate":"2 years ago"},"numberOfViews":39,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"68909"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Jagadeesh_kanumuri Apprentice
asked inContacts & Companies

how to import my domain (Companie) mail id into freshdesk as contact

how to import my domain (Companie) mail id into freshdesk as contact

2

8 months ago

I have setup SSO for a new freshdesk account and am trying to work out how i have Freshdesk know about all our employees, so that when i go to create a ticket i can select and assign it to them.\u00a0 i cannot see anywhere in the settings that seems to support this - can anyone advise?<\/p>","url":"\/contacts-companies-11405\/how-do-you-sync-azure-users-as-contacts-in-freshdesk-25275?postid=65390#post65390","creationDate":"2022-08-09T09:01:50+0000","relativeCreationDate":"11 months ago"},"isTopicUnread":true,"privateId":2981,"id":25275,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/how-do-you-sync-azure-users-as-contacts-in-freshdesk-25275","title":"How do you Sync Azure users as contacts in Freshdesk","lastPost":{"id":68735,"author":{"id":38527,"url":"\/members\/vidya-deenadayalan-38527","name":"Vidya Deenadayalan","avatar":"","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":2},"content":"
Hi @Twazok ,<\/p>

Welcome to Freshworks Community :)<\/p>
Are you referring users as agents or contacts in Freshdesk? We have something called \"Auto Provisioning<\/em><\/strong>\" in Freshdesk.<\/p>
\u00a0<\/p>
What is Auto Provisioning?<\/u><\/strong><\/p>
Automated User Provisioning encompasses automating the procedures of adding users and managing their access.
\u00a0<\/p>
In Freshdesk, we can set up contact\u2019s\u00a0provisioning\u00a0using the custom policies. Click on the link to know more:\u00a0https:\/\/support.freshdesk.com\/en\/support\/solutions\/articles\/50000002088-cconfiguring-custom-sso-policies-under-org<\/u><\/span><\/a>.<\/span><\/p>
\u00a0<\/p>
Kindly note that this provisioning is only possible for contacts. For agents, we need to have a verified agent profile in Freshdesk, the same person as a registered User in the azure active directory. Syncing is not possible for agents.<\/p>
\u00a0<\/p>
\u00a0Here's to you<\/p>
\u00a0Vidya D
\u00a0<\/p>
Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our\u00a0Freshdesk community<\/span><\/a>. Fresh ideas, quality service :)\u00a0<\/p>
\u200b<\/p>","url":"\/contacts-companies-11405\/how-do-you-sync-azure-users-as-contacts-in-freshdesk-25275?postid=68735#post68735","creationDate":"2022-10-31T19:16:45+0000","relativeCreationDate":"9 months ago"},"lastReply":{"id":68735,"author":{"id":38527,"url":"\/members\/vidya-deenadayalan-38527","name":"Vidya Deenadayalan","avatar":"","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":2},"content":"
Hi @Twazok ,<\/p>

Welcome to Freshworks Community :)<\/p>
Are you referring users as agents or contacts in Freshdesk? We have something called \"Auto Provisioning<\/em><\/strong>\" in Freshdesk.<\/p>
\u00a0<\/p>
What is Auto Provisioning?<\/u><\/strong><\/p>
Automated User Provisioning encompasses automating the procedures of adding users and managing their access.
\u00a0<\/p>
In Freshdesk, we can set up contact\u2019s\u00a0provisioning\u00a0using the custom policies. Click on the link to know more:\u00a0https:\/\/support.freshdesk.com\/en\/support\/solutions\/articles\/50000002088-cconfiguring-custom-sso-policies-under-org<\/u><\/span><\/a>.<\/span><\/p>
\u00a0<\/p>
Kindly note that this provisioning is only possible for contacts. For agents, we need to have a verified agent profile in Freshdesk, the same person as a registered User in the azure active directory. Syncing is not possible for agents.<\/p>
\u00a0<\/p>
\u00a0Here's to you<\/p>
\u00a0Vidya D
\u00a0<\/p>
Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our\u00a0Freshdesk community<\/span><\/a>. Fresh ideas, quality service :)\u00a0<\/p>
\u200b<\/p>","url":"\/contacts-companies-11405\/how-do-you-sync-azure-users-as-contacts-in-freshdesk-25275?postid=68735#post68735","creationDate":"2022-10-31T19:16:45+0000","relativeCreationDate":"9 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":65390,"author":{"id":37946,"url":"\/members\/twazok-37946","name":"Twazok","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
I have setup SSO for a new freshdesk account and am trying to work out how i have Freshdesk know about all our employees, so that when i go to create a ticket i can select and assign it to them.\u00a0 i cannot see anywhere in the settings that seems to support this - can anyone advise?<\/p>","url":"\/contacts-companies-11405\/how-do-you-sync-azure-users-as-contacts-in-freshdesk-25275?postid=65390#post65390","creationDate":"2022-08-09T09:01:50+0000","relativeCreationDate":"11 months ago"},"numberOfViews":399,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"68735"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

T

Twazok Apprentice
asked inContacts & Companies

How do you Sync Azure users as contacts in Freshdesk

I have setup SSO for a new freshdesk account and am trying to work out how i have Freshdesk know about all our employees, so that when i go to create a ticket i can select and assign it to them. i cannot see anywhere in the settings that seems to support this - can anyone advise?

1

V

9 months ago

I am looking for an option to make contact fields conditional, similar to what you can now do with\u00a0sections<\/strong>\u00a0in the ticket fields configuration page:<\/p>
Example<\/h3>
I have a pet\t
YES (section)\t\t
type of pet\t\t\t
fish<\/li>\t\t\t\t
cat<\/li>\t\t\t\t
dog<\/li>\t\t\t<\/ul><\/li>\t\t\t
name of pet\t\t\t
text field<\/li>\t\t\t<\/ul><\/li>\t\t\t
food\t\t\t
text field<\/li>\t\t\t<\/ul><\/li>\t\t<\/ul><\/li>\t\t
NO (section)\t\t
empty<\/li>\t\t<\/ul><\/li>\t<\/ul><\/li><\/ul>
Final Result<\/h3>
I have a pet : yes\t
type of pet : fish<\/li>\t\t
name of pet : nemo<\/li>\t\t
food : spaghetti<\/li>\t<\/ul><\/li><\/ul>
Has anyone worked out a way to do this?\u00a0<\/p>
We normally have a lot of contact fields, and I worry that without some kind of filtering, it will all be very difficult to parse for our team.<\/p>","url":"\/contacts-companies-11405\/divide-contact-fields-into-sections-25823?postid=66801#post66801","creationDate":"2022-09-15T17:05:02+0000","relativeCreationDate":"10 months ago"},"isTopicUnread":true,"privateId":3252,"id":25823,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/divide-contact-fields-into-sections-25823","title":"Divide contact fields into sections","lastPost":{"id":67295,"author":{"id":37540,"url":"\/members\/aishvarya-37540","name":"Aishvarya","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/bb35eebc-fd15-4f37-885f-1720903797fb.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":5},"content":"
Hi @HVA<\/user-mention>\u00a0<\/p>
\u00a0<\/p>
Greetings from the Freshworks community!<\/p>
\u00a0<\/p>
Unfortunately, we only support the following customer fields in Freshdesk.\u00a0We certainly agree that it would be helpful to have dependant and dynamic sections under\u00a0customer fields.<\/span><\/p>
$\"xBCBZue_sLKI48PUcWX7OnQ5tAt-a-H4pHqorDkHTlg0mEZMJ4MdkCq9u8O_v9RWmzZQmKLy0bRbCYZ5JmXFur7D1DAQD5MK3WMuZapLR3fM0KispGTx33113NaJ9rfdrp_H5lyKRQpXNI4yT62cETH6sF2Q7VqlVIAlS4GDOsbgL36RuoJDdL0Yrg\"$ <\/span><\/p>
\u00a0<\/p>
We already have a feature request in place for this. In general, the requests will be processed based on the number of users who've requested them and based on the priority and current schedule of the feature request queue.\u00a0Please have a look at our <\/span>Ideas<\/u><\/a> page, and post your ask here. We will look into this and take this up from our end.<\/span><\/p>","url":"\/contacts-companies-11405\/divide-contact-fields-into-sections-25823?postid=67295#post67295","creationDate":"2022-09-28T06:02:15+0000","relativeCreationDate":"10 months ago"},"lastReply":{"id":67295,"author":{"id":37540,"url":"\/members\/aishvarya-37540","name":"Aishvarya","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/bb35eebc-fd15-4f37-885f-1720903797fb.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":5},"content":"
Hi @HVA<\/user-mention>\u00a0<\/p>
\u00a0<\/p>
Greetings from the Freshworks community!<\/p>
\u00a0<\/p>
Unfortunately, we only support the following customer fields in Freshdesk.\u00a0We certainly agree that it would be helpful to have dependant and dynamic sections under\u00a0customer fields.<\/span><\/p>
$\"xBCBZue_sLKI48PUcWX7OnQ5tAt-a-H4pHqorDkHTlg0mEZMJ4MdkCq9u8O_v9RWmzZQmKLy0bRbCYZ5JmXFur7D1DAQD5MK3WMuZapLR3fM0KispGTx33113NaJ9rfdrp_H5lyKRQpXNI4yT62cETH6sF2Q7VqlVIAlS4GDOsbgL36RuoJDdL0Yrg\"$ <\/span><\/p>
\u00a0<\/p>
We already have a feature request in place for this. In general, the requests will be processed based on the number of users who've requested them and based on the priority and current schedule of the feature request queue.\u00a0Please have a look at our <\/span>Ideas<\/u><\/a> page, and post your ask here. We will look into this and take this up from our end.<\/span><\/p>","url":"\/contacts-companies-11405\/divide-contact-fields-into-sections-25823?postid=67295#post67295","creationDate":"2022-09-28T06:02:15+0000","relativeCreationDate":"10 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":2,"relevantPost":{"id":66801,"author":{"id":38586,"url":"\/members\/hva-38586","name":"HVA","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/6219d88f-6a29-4e7a-9978-a1939eaddfff.png","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":2},"content":"
I am looking for an option to make contact fields conditional, similar to what you can now do with\u00a0sections<\/strong>\u00a0in the ticket fields configuration page:<\/p>
Example<\/h3>I have a pet\t
YES (section)\t\t
type of pet\t\t\t
fish<\/li>\t\t\t\t
cat<\/li>\t\t\t\t
dog<\/li>\t\t\t<\/ul><\/li>\t\t\t
name of pet\t\t\t
text field<\/li>\t\t\t<\/ul><\/li>\t\t\t
food\t\t\t
text field<\/li>\t\t\t<\/ul><\/li>\t\t<\/ul><\/li>\t\t
NO (section)\t\t
empty<\/li>\t\t<\/ul><\/li>\t<\/ul><\/li><\/ul>
Final Result<\/h3>
I have a pet : yes\t
type of pet : fish<\/li>\t\t
name of pet : nemo<\/li>\t\t
food : spaghetti<\/li>\t<\/ul><\/li><\/ul>
Has anyone worked out a way to do this?\u00a0<\/p>
We normally have a lot of contact fields, and I worry that without some kind of filtering, it will all be very difficult to parse for our team.<\/p>","url":"\/contacts-companies-11405\/divide-contact-fields-into-sections-25823?postid=66801#post66801","creationDate":"2022-09-15T17:05:02+0000","relativeCreationDate":"10 months ago"},"numberOfViews":26,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"67295"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

HVA Top Contributor
asked inContacts & Companies

Divide contact fields into sections

I am looking for an option to make contact fields conditional, similar to what you can now do with sections in the ticket fields configuration page:ExampleI have a pet YES (section) type of pet fish cat dog name of pet text field food text field NO (section) empty Final ResultI have a pet : yes type of pet : fish name of pet : nemo food : spaghetti Has anyone worked out a way to do this? We normally have a lot of contact fields, and I worry that without some kind of filtering, it will all be very difficult to parse for our team.

1

10 months ago

We had an issue that a Contact was flagged as SPAM. It took way to long to go through 2800 records looking for the contacts emails and marking them as not spam. It would have been much easier to be able to sort my contact so it would have grouped all of them together and reduced missing some of them.<\/p>
\u00a0<\/p>
\u00a0<\/p>","url":"\/contacts-companies-11405\/spam-sort-by-contact-24461?postid=63381#post63381","creationDate":"2022-06-07T14:02:31+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2616,"id":24461,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/spam-sort-by-contact-24461","title":"SPAM sort by contact","lastPost":{"id":66709,"author":{"id":38614,"url":"\/members\/larryg-38614","name":"LarryG","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/223cbc18-e97a-49a9-8d7f-ca7af42cc2d8.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
We have had the same issue a few times.\u00a0 I would like to add my support for this feature request.<\/p>
\u00a0<\/p>
ALSO could a feature be implemented to flag\/mark contacts that should NEVER be able to be marked as spam?<\/p>","url":"\/contacts-companies-11405\/spam-sort-by-contact-24461?postid=66709#post66709","creationDate":"2022-09-13T18:39:44+0000","relativeCreationDate":"10 months ago"},"lastReply":{"id":66709,"author":{"id":38614,"url":"\/members\/larryg-38614","name":"LarryG","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/223cbc18-e97a-49a9-8d7f-ca7af42cc2d8.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"
We have had the same issue a few times.\u00a0 I would like to add my support for this feature request.<\/p>
\u00a0<\/p>
ALSO could a feature be implemented to flag\/mark contacts that should NEVER be able to be marked as spam?<\/p>","url":"\/contacts-companies-11405\/spam-sort-by-contact-24461?postid=66709#post66709","creationDate":"2022-09-13T18:39:44+0000","relativeCreationDate":"10 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":3,"relevantPost":{"id":63381,"author":{"id":36950,"url":"\/members\/dwatson-36950","name":"dwatson","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/6336b971-f880-4cd5-9e22-981f95756c0a.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
We had an issue that a Contact was flagged as SPAM. It took way to long to go through 2800 records looking for the contacts emails and marking them as not spam. It would have been much easier to be able to sort my contact so it would have grouped all of them together and reduced missing some of them.<\/p>
\u00a0<\/p>
\u00a0<\/p>","url":"\/contacts-companies-11405\/spam-sort-by-contact-24461?postid=63381#post63381","creationDate":"2022-06-07T14:02:31+0000","relativeCreationDate":"1 year ago"},"numberOfViews":38,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"66709"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

dwatson Apprentice
asked inContacts & Companies

SPAM sort by contact

We had an issue that a Contact was flagged as SPAM. It took way to long to go through 2800 records looking for the contacts emails and marking them as not spam. It would have been much easier to be able to sort my contact so it would have grouped all of them together and reduced missing some of them.

2

10 months ago

FD is not user friendly in terms of contact and agent management . In compare to other tools , FD is not providing us to manage the contact , Even we can not download the filtered contact . Every time if you want to check your contacts , you need to download the all contacts . That will take 1-2 hr to generate the report , If you want to do bulk merging of contacts or bulk update of your agent data that is not possible\u00a0on FD . We can not do analysis of agent or client.\u00a0<\/p>
\u00a0<\/p>
\u00a0<\/p>","url":"\/contacts-companies-11405\/why-so-many-bugs-in-fd-for-contact-user-management-25093?postid=64991#post64991","creationDate":"2022-07-26T12:30:33+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2889,"id":25093,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/why-so-many-bugs-in-fd-for-contact-user-management-25093","title":"Why so many bugs in FD for contact & User Management","lastPost":{"id":64991,"author":{"id":37772,"url":"\/members\/satyam2711-37772","name":"satyam2711","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d840d30d-e831-4d8b-a5f3-5b2f187d2cf0.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
FD is not user friendly in terms of contact and agent management . In compare to other tools , FD is not providing us to manage the contact , Even we can not download the filtered contact . Every time if you want to check your contacts , you need to download the all contacts . That will take 1-2 hr to generate the report , If you want to do bulk merging of contacts or bulk update of your agent data that is not possible\u00a0on FD . We can not do analysis of agent or client.\u00a0<\/p>
\u00a0<\/p>
\u00a0<\/p>","url":"\/contacts-companies-11405\/why-so-many-bugs-in-fd-for-contact-user-management-25093?postid=64991#post64991","creationDate":"2022-07-26T12:30:33+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":2,"relevantPost":{"id":64991,"author":{"id":37772,"url":"\/members\/satyam2711-37772","name":"satyam2711","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d840d30d-e831-4d8b-a5f3-5b2f187d2cf0.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
FD is not user friendly in terms of contact and agent management . In compare to other tools , FD is not providing us to manage the contact , Even we can not download the filtered contact . Every time if you want to check your contacts , you need to download the all contacts . That will take 1-2 hr to generate the report , If you want to do bulk merging of contacts or bulk update of your agent data that is not possible\u00a0on FD . We can not do analysis of agent or client.\u00a0<\/p>
\u00a0<\/p>
\u00a0<\/p>","url":"\/contacts-companies-11405\/why-so-many-bugs-in-fd-for-contact-user-management-25093?postid=64991#post64991","creationDate":"2022-07-26T12:30:33+0000","relativeCreationDate":"1 year ago"},"numberOfViews":21,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"64991"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

satyam2711 Apprentice
asked inContacts & Companies

Why so many bugs in FD for contact & User Management

FD is not user friendly in terms of contact and agent management . In compare to other tools , FD is not providing us to manage the contact , Even we can not download the filtered contact . Every time if you want to check your contacts , you need to download the all contacts . That will take 1-2 hr to generate the report , If you want to do bulk merging of contacts or bulk update of your agent data that is not possible on FD . We can not do analysis of agent or client.

0

1 year ago

Hello!<\/p>
Please, I would like to hide certain custom fields in contacts, to certain agents.\u00a0Maybe an app that allows me to perform this action, or how it can be done with roles, if they give me the configuration.<\/p>
I appreciate your help.<\/p>","url":"\/contacts-companies-11405\/hide-custom-fields-in-contacts-24076?postid=62187#post62187","creationDate":"2022-04-25T19:22:17+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2435,"id":24076,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/hide-custom-fields-in-contacts-24076","title":"Hide custom fields in contacts","lastPost":{"id":62352,"author":{"id":35958,"url":"\/members\/juliana-rozario-35958","name":"Juliana Rozario","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/76bd00f4-022b-4c89-bd87-85671e9429fc.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":3},"content":"
Hello @MilkaCQA<\/user-mention>\u00a0and @David biga<\/user-mention>,<\/span><\/p>
\u00a0<\/p>
Welcome to Freshworks Community:)<\/span><\/p>
\u00a0<\/p>
I understand that you wanted to hide a few custom contact fields <\/span>on the Contact<\/span> Details Page. We have a marketplace application where we can hide default and custom fields to enhance the user experience. With the help of the application, you would be able to achieve the following:<\/span><\/p>
- Ability to display the Contact fields\/attributes<\/span><\/p>
- Allows the user to configure the fields to be displayed by hiding unwanted fields<\/span><\/p>
- Better user experience, which improves productivity<\/span><\/p>
\u00a0<\/p>
But I\u2019m afraid you can\u2019t restrict this only to particular Agents. Once installed, this will apply to the entire helpdesk.<\/span><\/p>
\u00a0<\/p>
You can install the application from here - <\/span>\/\/m.teammarx.com\/apps\/freshdesk\/customize_contact_fields\/<\/u><\/a>.<\/span><\/p>
\u00a0<\/p>
Feel free to drop in a note for any clarification:)<\/span><\/p>","url":"\/contacts-companies-11405\/hide-custom-fields-in-contacts-24076?postid=62352#post62352","creationDate":"2022-05-03T14:57:37+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":62352,"author":{"id":35958,"url":"\/members\/juliana-rozario-35958","name":"Juliana Rozario","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/76bd00f4-022b-4c89-bd87-85671e9429fc.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":3},"content":"
Hello @MilkaCQA<\/user-mention>\u00a0and @David biga<\/user-mention>,<\/span><\/p>
\u00a0<\/p>
Welcome to Freshworks Community:)<\/span><\/p>
\u00a0<\/p>
I understand that you wanted to hide a few custom contact fields <\/span>on the Contact<\/span> Details Page. We have a marketplace application where we can hide default and custom fields to enhance the user experience. With the help of the application, you would be able to achieve the following:<\/span><\/p>
- Ability to display the Contact fields\/attributes<\/span><\/p>
- Allows the user to configure the fields to be displayed by hiding unwanted fields<\/span><\/p>
- Better user experience, which improves productivity<\/span><\/p>
\u00a0<\/p>
But I\u2019m afraid you can\u2019t restrict this only to particular Agents. Once installed, this will apply to the entire helpdesk.<\/span><\/p>
\u00a0<\/p>
You can install the application from here - <\/span>\/\/m.teammarx.com\/apps\/freshdesk\/customize_contact_fields\/<\/u><\/a>.<\/span><\/p>
\u00a0<\/p>
Feel free to drop in a note for any clarification:)<\/span><\/p>","url":"\/contacts-companies-11405\/hide-custom-fields-in-contacts-24076?postid=62352#post62352","creationDate":"2022-05-03T14:57:37+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":62187,"author":{"id":36187,"url":"\/members\/milkacqa-36187","name":"MilkaCQA","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/2b54f15a-569d-4aae-9fb1-8afc81444a21.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hello!<\/p>
Please, I would like to hide certain custom fields in contacts, to certain agents.\u00a0Maybe an app that allows me to perform this action, or how it can be done with roles, if they give me the configuration.<\/p>
I appreciate your help.<\/p>","url":"\/contacts-companies-11405\/hide-custom-fields-in-contacts-24076?postid=62187#post62187","creationDate":"2022-04-25T19:22:17+0000","relativeCreationDate":"1 year ago"},"numberOfViews":42,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"62352"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

MilkaCQA Apprentice
asked inContacts & Companies

Hide custom fields in contacts

Hello!Please, I would like to hide certain custom fields in contacts, to certain agents. Maybe an app that allows me to perform this action, or how it can be done with roles, if they give me the configuration.I appreciate your help.

2

1 year ago

Hi, I\u2019m new to freshworks. I\u2019m unable to verify my company<\/a>. How to fix it? can anybody help?<\/p>","url":"\/contacts-companies-11405\/i-cant-verify-my-company-23895?postid=61734#post61734","creationDate":"2022-04-02T10:53:56+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2345,"id":23895,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/i-cant-verify-my-company-23895","title":"I cant verify my company!","lastPost":{"id":61960,"author":{"id":34208,"url":"\/members\/pooja-bernice-34208","name":"Pooja Bernice","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/48916d02-f7e8-4d21-89b8-6eb9869159a0.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi @Yasinmubashar<\/user-mention>\u00a0,\u00a0<\/span><\/p>
Welcome to the Freshdesk Community :)<\/span><\/p>
I understand you are unable to verify your company, please feel free to drop a DM with your Account URL details in the format of (yourcompany.freshdesk.com) for us to help you further with the same.<\/span><\/p>
Cheers!<\/span><\/p>","url":"\/contacts-companies-11405\/i-cant-verify-my-company-23895?postid=61960#post61960","creationDate":"2022-04-13T19:45:15+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":61960,"author":{"id":34208,"url":"\/members\/pooja-bernice-34208","name":"Pooja Bernice","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/48916d02-f7e8-4d21-89b8-6eb9869159a0.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi @Yasinmubashar<\/user-mention>\u00a0,\u00a0<\/span><\/p>
Welcome to the Freshdesk Community :)<\/span><\/p>
I understand you are unable to verify your company, please feel free to drop a DM with your Account URL details in the format of (yourcompany.freshdesk.com) for us to help you further with the same.<\/span><\/p>
Cheers!<\/span><\/p>","url":"\/contacts-companies-11405\/i-cant-verify-my-company-23895?postid=61960#post61960","creationDate":"2022-04-13T19:45:15+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":61734,"author":{"id":35891,"url":"\/members\/yasinmubashar-35891","name":"Yasinmubashar","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/6bd5ae41-94ef-4548-90ab-a56f0afcf8b0.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi, I\u2019m new to freshworks. I\u2019m unable to verify my company<\/a>. How to fix it? can anybody help?<\/p>","url":"\/contacts-companies-11405\/i-cant-verify-my-company-23895?postid=61734#post61734","creationDate":"2022-04-02T10:53:56+0000","relativeCreationDate":"1 year ago"},"numberOfViews":12,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"61960"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Yasinmubashar Apprentice
asked inContacts & Companies

I cant verify my company!

Hi, I’m new to freshworks. I’m unable to verify my company. How to fix it? can anybody help?

1

1 year ago

Experiencing a real headache when trying to merge client contacts\u00a0under a single company. The company in question utilizes Netsuite custom email sender addresses - so every new ticket a contact creates also creates a new contact in Freshdesk. These are all some long variation of random numbers. So for example, we have a regular contact who often creates tickets - we now have 60+ separate Contact entries for this one individual. Normally, we would just merge these subsequent contact emails under the main contact, but the limitation of 10 email addresses doesn\u2019t allow for this.\u00a0<\/p>
Is this an issue others have dealt with, and if so, what was your solution? I think the easiest thing to do would be to lift the 10 email maximum per contact restriction, but not sure if FreshDesk is going to do that.<\/p>","url":"\/contacts-companies-11405\/merging-contacts-who-use-custom-sender-22025?postid=55549#post55549","creationDate":"2021-08-23T18:21:34+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":1463,"id":22025,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/merging-contacts-who-use-custom-sender-22025","title":"Merging Contacts Who Use Custom Sender","lastPost":{"id":59753,"author":{"id":32627,"url":"\/members\/ethan-tatum-32627","name":"ethan.tatum","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/80e8c52a-b71a-4244-8c76-75bc041c596b.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
@rwc43<\/user-mention>\u00a0-<\/p>
I still haven't come across any great solution - I\u2019ve manually merged these secondary contact emails together in groups of 10 (the max for a single contact) to at least cut down on the number of Contacts, but with this being one of our largest customers, I can\u2019t even keep up with the number of new Netsuite contact emails. The mass contact merging is definitely a needed upgrade. Best of luck!<\/p>","url":"\/contacts-companies-11405\/merging-contacts-who-use-custom-sender-22025?postid=59753#post59753","creationDate":"2022-03-08T13:23:31+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":59753,"author":{"id":32627,"url":"\/members\/ethan-tatum-32627","name":"ethan.tatum","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/80e8c52a-b71a-4244-8c76-75bc041c596b.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
@rwc43<\/user-mention>\u00a0-<\/p>
I still haven't come across any great solution - I\u2019ve manually merged these secondary contact emails together in groups of 10 (the max for a single contact) to at least cut down on the number of Contacts, but with this being one of our largest customers, I can\u2019t even keep up with the number of new Netsuite contact emails. The mass contact merging is definitely a needed upgrade. Best of luck!<\/p>","url":"\/contacts-companies-11405\/merging-contacts-who-use-custom-sender-22025?postid=59753#post59753","creationDate":"2022-03-08T13:23:31+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":4,"numberOfLikes":1,"relevantPost":{"id":55549,"author":{"id":32627,"url":"\/members\/ethan-tatum-32627","name":"ethan.tatum","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/80e8c52a-b71a-4244-8c76-75bc041c596b.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Experiencing a real headache when trying to merge client contacts\u00a0under a single company. The company in question utilizes Netsuite custom email sender addresses - so every new ticket a contact creates also creates a new contact in Freshdesk. These are all some long variation of random numbers. So for example, we have a regular contact who often creates tickets - we now have 60+ separate Contact entries for this one individual. Normally, we would just merge these subsequent contact emails under the main contact, but the limitation of 10 email addresses doesn\u2019t allow for this.\u00a0<\/p>
Is this an issue others have dealt with, and if so, what was your solution? I think the easiest thing to do would be to lift the 10 email maximum per contact restriction, but not sure if FreshDesk is going to do that.<\/p>","url":"\/contacts-companies-11405\/merging-contacts-who-use-custom-sender-22025?postid=55549#post55549","creationDate":"2021-08-23T18:21:34+0000","relativeCreationDate":"1 year ago"},"numberOfViews":62,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"59753"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

ethan.tatum Apprentice
asked inContacts & Companies

Merging Contacts Who Use Custom Sender

经历一场真正的头痛当试图合并client contacts under a single company. The company in question utilizes Netsuite custom email sender addresses - so every new ticket a contact creates also creates a new contact in Freshdesk. These are all some long variation of random numbers. So for example, we have a regular contact who often creates tickets - we now have 60+ separate Contact entries for this one individual. Normally, we would just merge these subsequent contact emails under the main contact, but the limitation of 10 email addresses doesn’t allow for this. Is this an issue others have dealt with, and if so, what was your solution? I think the easiest thing to do would be to lift the 10 email maximum per contact restriction, but not sure if FreshDesk is going to do that.

4

1 year ago

Hi, can I set a limit numer of tickets submitted by a specific customer?<\/p>","url":"\/contacts-companies-11405\/limit-tickets-by-customer-22817?postid=57563#post57563","creationDate":"2021-11-25T16:09:50+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":1845,"id":22817,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/limit-tickets-by-customer-22817","title":"Limit tickets by customer","lastPost":{"id":57584,"author":{"id":33854,"url":"\/members\/felipeha-33854","name":"felipeha","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/083fad93-ca16-4ce1-8223-67c937cd2e34.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Yes @manns<\/user-mention>, my customers have limited support requests, based on paid plans. So, cant find where to setup the number of tickets can a user can submit.<\/p>","url":"\/contacts-companies-11405\/limit-tickets-by-customer-22817?postid=57584#post57584","creationDate":"2021-11-26T18:20:56+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":57584,"author":{"id":33854,"url":"\/members\/felipeha-33854","name":"felipeha","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/083fad93-ca16-4ce1-8223-67c937cd2e34.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Yes @manns<\/user-mention>, my customers have limited support requests, based on paid plans. So, cant find where to setup the number of tickets can a user can submit.<\/p>","url":"\/contacts-companies-11405\/limit-tickets-by-customer-22817?postid=57584#post57584","creationDate":"2021-11-26T18:20:56+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":4,"numberOfLikes":1,"relevantPost":{"id":57563,"author":{"id":33854,"url":"\/members\/felipeha-33854","name":"felipeha","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/083fad93-ca16-4ce1-8223-67c937cd2e34.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi, can I set a limit numer of tickets submitted by a specific customer?<\/p>","url":"\/contacts-companies-11405\/limit-tickets-by-customer-22817?postid=57563#post57563","creationDate":"2021-11-25T16:09:50+0000","relativeCreationDate":"1 year ago"},"numberOfViews":63,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"57584"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

felipeha Apprentice
asked inContacts & Companies

Limit tickets by customer

Hi, can I set a limit numer of tickets submitted by a specific customer?

4

1 year ago

Hello!<\/p>
A following use case example:<\/p>
Contact creates a ticket that comes to Freshdesk and a Contact record is created for the person. After x time period (for example, 6 months) and no other activity (like further tickets have been raised by the Contact), we would be able to hide\/encrypt\u00a0the identifying data from the Contact record (name, email, etc.) for legal reasons. If the contact would send a ticket again after this, the data would be again unhidden. All tickets data from should still be acccessable for reporting purposes, if needed. This would mostly be related to tickets that are \u201cfeedbacks\u201d in nature.<\/p>
I understand that deleting a user would mark all upcoming contacts as spam. Is there any way to \u201cjust delete\u201d, without marking as spam?<\/p>
Any other ideas on how to potentially approach this sort of a use case?<\/p>","url":"\/contacts-companies-11405\/ability-to-remove-identifying-info-from-contact-after-x-time-period-22268?postid=56238#post56238","creationDate":"2021-09-21T05:55:13+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":1567,"id":22268,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/ability-to-remove-identifying-info-from-contact-after-x-time-period-22268","title":"Ability to remove identifying info from Contact after x time period","lastPost":{"id":56261,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
\u00a0<\/p>
Hello\u00a0@hanneskola<\/span>, we understand the use case here. We do have a marketplace app using which you can\u00a0hide the contact fields<\/a>. Can you confirm if you are looking for the fields to be hidden automatically if the contact didn\u2019t reach out to you in n number of months? If so, you can build a\u00a0 custom app\u00a0<\/a>to tweak and achieve this with the help of your developers.\u00a0<\/p>
\u00a0<\/p>
If you need help in building the app, we can also loop in our SI partners, and they would be able to scope the requirement and build the app for a professional cost. Let us know if that helped.\u00a0<\/p>","url":"\/contacts-companies-11405\/ability-to-remove-identifying-info-from-contact-after-x-time-period-22268?postid=56261#post56261","creationDate":"2021-09-22T07:02:52+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":56261,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
\u00a0<\/p>
Hello\u00a0@hanneskola<\/span>, we understand the use case here. We do have a marketplace app using which you can\u00a0 hide the contact fields<\/a>. Can you confirm if you are looking for the fields to be hidden automatically if the contact didn\u2019t reach out to you in n number of months? If so, you can build a\u00a0 custom app\u00a0<\/a>to tweak and achieve this with the help of your developers.\u00a0<\/p>
\u00a0<\/p>
If you need help in building the app, we can also loop in our SI partners, and they would be able to scope the requirement and build the app for a professional cost. Let us know if that helped.\u00a0<\/p>","url":"\/contacts-companies-11405\/ability-to-remove-identifying-info-from-contact-after-x-time-period-22268?postid=56261#post56261","creationDate":"2021-09-22T07:02:52+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":56238,"author":{"id":31474,"url":"\/members\/hanneskola-31474","name":"hanneskola","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/a22584d1-8e34-410a-86d1-5dba3ac21420.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":"
Hello!<\/p>
A following use case example:<\/p>
Contact creates a ticket that comes to Freshdesk and a Contact record is created for the person. After x time period (for example, 6 months) and no other activity (like further tickets have been raised by the Contact), we would be able to hide\/encrypt\u00a0the identifying data from the Contact record (name, email, etc.) for legal reasons. If the contact would send a ticket again after this, the data would be again unhidden. All tickets data from should still be acccessable for reporting purposes, if needed. This would mostly be related to tickets that are \u201cfeedbacks\u201d in nature.<\/p>
I understand that deleting a user would mark all upcoming contacts as spam. Is there any way to \u201cjust delete\u201d, without marking as spam?<\/p>
Any other ideas on how to potentially approach this sort of a use case?<\/p>","url":"\/contacts-companies-11405\/ability-to-remove-identifying-info-from-contact-after-x-time-period-22268?postid=56238#post56238","creationDate":"2021-09-21T05:55:13+0000","relativeCreationDate":"1 year ago"},"numberOfViews":26,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"56261"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

hanneskola Skilled Expert
asked inContacts & Companies

Ability to remove identifying info from Contact after x time period

Hello!A following use case example:Contact creates a ticket that comes to Freshdesk and a Contact record is created for the person. After x time period (for example, 6 months) and no other activity (like further tickets have been raised by the Contact), we would be able to hide/encrypt the identifying data from the Contact record (name, email, etc.) for legal reasons. If the contact would send a ticket again after this, the data would be again unhidden. All tickets data from should still be acccessable for reporting purposes, if needed. This would mostly be related to tickets that are “feedbacks” in nature.I understand that deleting a user would mark all upcoming contacts as spam. Is there any way to “just delete”, without marking as spam?Any other ideas on how to potentially approach this sort of a use case?

1

1 year ago

Hello there,

I have a problem after getting a call in freshdesk.

When someone calling us you can see his name - and it\u2019s all ok. But after clickin it:

\u00a0<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>
It doesn\u2019t open specific contact - which will be easier to look for every tickets on this customer.

It\u2019s open all contact that we have saved.

Is there any solution to open a specific contact after clicking his name?

Thanks all for helping!<\/p>","url":"\/contacts-companies-11405\/can-t-open-specific-contact-22031?postid=55560#post55560","creationDate":"2021-08-24T07:25:07+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":1467,"id":22031,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/can-t-open-specific-contact-22031","title":"Can't open specific contact","lastPost":{"id":55616,"author":{"id":19495,"url":"\/members\/hemanth-ramya-19495","name":"hemanth.ramya","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/0727848d-a393-4177-98be-eeb2c9326563.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":5},"content":"
Hello Mateusz,<\/p>
\u00a0<\/p>
At the moment, Freshdesk Contact Center widget does not support opening specific contacts on clicking information like contactname. Unfortunately, there is no direct solution for this, however, you can always click one of the tickets shown in the widget, created for the contact to access the contact profile page accordingly.<\/p>
\u00a0<\/p>
Thank you,<\/p>
Freshworks Community Team<\/p>","url":"\/contacts-companies-11405\/can-t-open-specific-contact-22031?postid=55616#post55616","creationDate":"2021-08-26T12:31:55+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":55616,"author":{"id":19495,"url":"\/members\/hemanth-ramya-19495","name":"hemanth.ramya","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/0727848d-a393-4177-98be-eeb2c9326563.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":5},"content":"
Hello Mateusz,<\/p>
\u00a0<\/p>
At the moment, Freshdesk Contact Center widget does not support opening specific contacts on clicking information like contactname. Unfortunately, there is no direct solution for this, however, you can always click one of the tickets shown in the widget, created for the contact to access the contact profile page accordingly.<\/p>
\u00a0<\/p>
Thank you,<\/p>
Freshworks Community Team<\/p>","url":"\/contacts-companies-11405\/can-t-open-specific-contact-22031?postid=55616#post55616","creationDate":"2021-08-26T12:31:55+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":55560,"author":{"id":32634,"url":"\/members\/mateusz-32634","name":"Mateusz","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hello there,

I have a problem after getting a call in freshdesk.

When someone calling us you can see his name - and it\u2019s all ok. But after clickin it:

\u00a0<\/p>
$\"//m.teammarx.com/community/\"$ <\/figure>
\u00a0<\/p>
It doesn\u2019t open specific contact - which will be easier to look for every tickets on this customer.

It\u2019s open all contact that we have saved.

Is there any solution to open a specific contact after clicking his name?

Thanks all for helping!<\/p>","url":"\/contacts-companies-11405\/can-t-open-specific-contact-22031?postid=55560#post55560","creationDate":"2021-08-24T07:25:07+0000","relativeCreationDate":"1 year ago"},"numberOfViews":48,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"55616"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

M

Mateusz Apprentice
asked inContacts & Companies

Can't open specific contact

Hello there,I have a problem after getting a call in freshdesk.When someone calling us you can see his name - and it’s all ok. But after clickin it: It doesn’t open specific contact - which will be easier to look for every tickets on this customer.It’s open all contact that we have saved.Is there any solution to open a specific contact after clicking his name?Thanks all for helping!

1

1 year ago

Hi all, We\u2019re trying to get set up here. I\u2019ve created a freshdesk app in Azure, and successfully SSO agents in, grantng agent roles within the azure APP.\u00a0<\/p>
\u00a0<\/p>
However, configuring SSO for contacts gives a completely different identifier so i can\u2019t link it to the same app.\u00a0<\/p>
Considering the Azure freshdesk app has roles for both agents and contacts, it seems logical that one azure app is intended for agents and contacts<\/p>
\u00a0<\/p>
Am i missing something here? can the SSO method for agents be re-used for contacts without making a new one?\u00a0 if so, how?. If not, what do you do?\u00a0<\/p>","url":"\/contacts-companies-11405\/sso-for-agents-contacts-same-azure-org-21757?postid=54900#post54900","creationDate":"2021-07-30T04:24:29+0000","relativeCreationDate":"2 years ago"},"isTopicUnread":true,"privateId":1344,"id":21757,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/sso-for-agents-contacts-same-azure-org-21757","title":"SSO for Agents & Contacts, same Azure Org.","lastPost":{"id":54988,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi\u00a0@neilmc<\/user-mention>, apologies for the delay in getting back to you on this. Can you confirm if you are using Freshdesk or Freshworks app here in Azure AD? Ideally, we suggest the customers to add two different Freshworks apps - one for Agents and another for contacts so that they can add the users to the right app. This would also help if you are trying to set-up IdP-initiated SSO.<\/p>
If you could help us in understanding what you are referring to as different roles for agents and contacts in Freshdesk app, we\u2019d be glad to have your usecase checked and help you further here.\u00a0Let\u2019s know your thoughts on the same.\u00a0<\/p>","url":"\/contacts-companies-11405\/sso-for-agents-contacts-same-azure-org-21757?postid=54988#post54988","creationDate":"2021-08-04T02:22:27+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":54988,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi\u00a0@neilmc<\/user-mention>, apologies for the delay in getting back to you on this. Can you confirm if you are using Freshdesk or Freshworks app here in Azure AD? Ideally, we suggest the customers to add two different Freshworks apps - one for Agents and another for contacts so that they can add the users to the right app. This would also help if you are trying to set-up IdP-initiated SSO.<\/p>
If you could help us in understanding what you are referring to as different roles for agents and contacts in Freshdesk app, we\u2019d be glad to have your usecase checked and help you further here.\u00a0Let\u2019s know your thoughts on the same.\u00a0<\/p>","url":"\/contacts-companies-11405\/sso-for-agents-contacts-same-azure-org-21757?postid=54988#post54988","creationDate":"2021-08-04T02:22:27+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":54900,"author":{"id":32249,"url":"\/members\/neilmc-32249","name":"neilmc","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/54649d73-4195-40b6-bd19-3459a8fc8359.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi all, We\u2019re trying to get set up here. I\u2019ve created a freshdesk app in Azure, and successfully SSO agents in, grantng agent roles within the azure APP.\u00a0<\/p>
\u00a0<\/p>
However, configuring SSO for contacts gives a completely different identifier so i can\u2019t link it to the same app.\u00a0<\/p>
Considering the Azure freshdesk app has roles for both agents and contacts, it seems logical that one azure app is intended for agents and contacts<\/p>
\u00a0<\/p>
Am i missing something here? can the SSO method for agents be re-used for contacts without making a new one?\u00a0 if so, how?. If not, what do you do?\u00a0<\/p>","url":"\/contacts-companies-11405\/sso-for-agents-contacts-same-azure-org-21757?postid=54900#post54900","creationDate":"2021-07-30T04:24:29+0000","relativeCreationDate":"2 years ago"},"numberOfViews":79,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"54988"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

neilmc Apprentice
asked inContacts & Companies

SSO for Agents & Contacts, same Azure Org.

Hi all, We’re trying to get set up here. I’ve created a freshdesk app in Azure, and successfully SSO agents in, grantng agent roles within the azure APP. However, configuring SSO for contacts gives a completely different identifier so i can’t link it to the same app. Considering the Azure freshdesk app has roles for both agents and contacts, it seems logical that one azure app is intended for agents and contacts Am i missing something here? can the SSO method for agents be re-used for contacts without making a new one? if so, how?. If not, what do you do?

1

1 year ago

I would like to ensure that all contacts who have submitted a ticket are associated with a client, so that future emails\/tickets from them are handled correctly. How can I find a list of my contacts with no company? I I click on Contacts from the sidebar, it defaults to a client, and I can\u2019t find a way to see those who are not associated with any company.<\/p>","url":"\/contacts-companies-11405\/how-can-i-find-all-my-contacts-that-are-not-associated-with-a-company-21603?postid=54577#post54577","creationDate":"2021-07-14T20:24:56+0000","relativeCreationDate":"2 years ago"},"isTopicUnread":true,"privateId":1269,"id":21603,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/how-can-i-find-all-my-contacts-that-are-not-associated-with-a-company-21603","title":"How can I find all my contacts that are not associated with a company?","lastPost":{"id":54579,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi @Landshark<\/user-mention>, I hope you are doing well today. For your requirement here, you can simply export the contacts using the \u2018Export option\u2019.\u00a0<\/strong>You\u2019d recieve a CSV file in the mail in which you\u2019d be able to find for which contacts company is NULL.\u00a0<\/p>
\u00a0<\/p>
$\"//m.teammarx.com/community/\"$
Export contacts\u00a0<\/figcaption><\/figure>
\u00a0<\/p>
$\"//m.teammarx.com/community/\"$
Contacts with no company\u00a0<\/figcaption><\/figure>
You can update this CSV file, save it and upload using the import contacts option again so that the companies are updated.\u00a0<\/p>
$\"//m.teammarx.com/community/\"$
Import contacts<\/figcaption><\/figure>
\u00a0Please find the detailed steps on how you can perform the export and import of contacts here :\u00a0https:\/\/support.freshdesk.com\/en\/support\/solutions\/articles\/196491-importing-and-exporting-customer-data<\/a><\/p>
\u00a0<\/p>
I hope this helps.\u00a0If you have any further queries, please post them here and we\u2019ll be glad to help. Have a good day :)\u00a0<\/p>","url":"\/contacts-companies-11405\/how-can-i-find-all-my-contacts-that-are-not-associated-with-a-company-21603?postid=54579#post54579","creationDate":"2021-07-15T01:19:48+0000","relativeCreationDate":"2 years ago"},"lastReply":{"id":54579,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi @Landshark<\/user-mention>, I hope you are doing well today. For your requirement here, you can simply export the contacts using the \u2018Export option\u2019.\u00a0<\/strong>You\u2019d recieve a CSV file in the mail in which you\u2019d be able to find for which contacts company is NULL.\u00a0<\/p>
\u00a0<\/p>
$\"//m.teammarx.com/community/\"$ Export contacts\u00a0<\/figcaption><\/figure>
\u00a0<\/p>
$\"//m.teammarx.com/community/\"$
Contacts with no company\u00a0<\/figcaption><\/figure>
You can update this CSV file, save it and upload using the import contacts option again so that the companies are updated.\u00a0<\/p>
$\"//m.teammarx.com/community/\"$
Import contacts<\/figcaption><\/figure>
\u00a0Please find the detailed steps on how you can perform the export and import of contacts here :\u00a0 https:\/\/support.freshdesk.com\/en\/support\/solutions\/articles\/196491-importing-and-exporting-customer-data<\/a><\/p>
\u00a0<\/p>
I hope this helps.\u00a0If you have any further queries, please post them here and we\u2019ll be glad to help. Have a good day :)\u00a0<\/p>","url":"\/contacts-companies-11405\/how-can-i-find-all-my-contacts-that-are-not-associated-with-a-company-21603?postid=54579#post54579","creationDate":"2021-07-15T01:19:48+0000","relativeCreationDate":"2 years ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":54577,"author":{"id":32070,"url":"\/members\/landshark-32070","name":"Landshark","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/a53c0be1-e4c3-4a19-b199-86c810ea216c.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
I would like to ensure that all contacts who have submitted a ticket are associated with a client, so that future emails\/tickets from them are handled correctly. How can I find a list of my contacts with no company? I I click on Contacts from the sidebar, it defaults to a client, and I can\u2019t find a way to see those who are not associated with any company.<\/p>","url":"\/contacts-companies-11405\/how-can-i-find-all-my-contacts-that-are-not-associated-with-a-company-21603?postid=54577#post54577","creationDate":"2021-07-14T20:24:56+0000","relativeCreationDate":"2 years ago"},"numberOfViews":123,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"54579"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Landshark Apprentice
asked inContacts & Companies

How can I find all my contacts that are not associated with a company?

I would like to ensure that all contacts who have submitted a ticket are associated with a client, so that future emails/tickets from them are handled correctly. How can I find a list of my contacts with no company? I I click on Contacts from the sidebar, it defaults to a client, and I can’t find a way to see those who are not associated with any company.

1

2 years ago

Buenos d\u00edasTengo un problema un usuario fue borrado por error y lo mismo no puedo restaurarlo porque dice borrando, solo queda as\u00ed sin darme opciones.<\/pre>
por lo tanto, necesito activar el usuario<\/pre>","url":"\/contacts-companies-11405\/user-deleted-21527?postid=54331#post54331","creationDate":"2021-07-05T16:04:30+0000","relativeCreationDate":"2 years ago"},"isTopicUnread":true,"privateId":1232,"id":21527,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/user-deleted-21527","title":"User Deleted","lastPost":{"id":54361,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi @Jovany<\/user-mention>, thanks for confirming over mail that the contact\u2019s been successfully restored. If you have any further queries, you can always write to support@freshdesk.com<\/a>\u00a0and we\u2019d be glad to help you.Have a good day!<\/p>","url":"\/contacts-companies-11405\/user-deleted-21527?postid=54361#post54361","creationDate":"2021-07-07T22:23:43+0000","relativeCreationDate":"2 years ago"},"lastReply":{"id":54361,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hi @Jovany<\/user-mention>, thanks for confirming over mail that the contact\u2019s been successfully restored. If you have any further queries, you can always write to support@freshdesk.com<\/a>\u00a0and we\u2019d be glad to help you.Have a good day!<\/p>","url":"\/contacts-companies-11405\/user-deleted-21527?postid=54361#post54361","creationDate":"2021-07-07T22:23:43+0000","relativeCreationDate":"2 years ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":54331,"author":{"id":31812,"url":"\/members\/jovany-31812","name":"Jovany","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Buenos d\u00edasTengo un problema un usuario fue borrado por error y lo mismo no puedo restaurarlo porque dice borrando, solo queda as\u00ed sin darme opciones.<\/pre>
por lo tanto, necesito activar el usuario<\/pre>","url":"\/contacts-companies-11405\/user-deleted-21527?postid=54331#post54331","creationDate":"2021-07-05T16:04:30+0000","relativeCreationDate":"2 years ago"},"numberOfViews":35,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"54361"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

J

Jovany Apprentice
asked inContacts & Companies

User Deleted

Buenos díasTengo un problema un usuario fue borrado por error y lo mismo no puedo restaurarlo porque dice borrando, solo queda así sin darme opciones.por lo tanto, necesito activar el usuario

2

2 years ago

Hi Guys,

I hard deleted a contact on Friday to be able to create a Agent account for the user. But the contact is still deleting , is there any way to sped up the process?<\/p>
\u00a0<\/p>
Thanks<\/p>","url":"\/contacts-companies-11405\/contact-not-hard-deleting-21430?postid=54085#post54085","creationDate":"2021-06-21T09:20:03+0000","relativeCreationDate":"2 years ago"},"isTopicUnread":true,"privateId":1178,"id":21430,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11405,"isIdeation":false,"url":"\/contacts-companies-11405","title":"Contacts & Companies","description":"Using Freshdesk"},"url":"\/contacts-companies-11405\/contact-not-hard-deleting-21430","title":"Contact not hard deleting","lastPost":{"id":54126,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hello @mc-spike<\/user-mention>, We\u2019ve restored the contact from the backend with the help of our developers. I\u2019ve dropped a mail to you regarding this as well. You should now be able to convert the contact to an agent.\u00a0<\/p>
\u00a0<\/p>
Let us know if you need any further help with this. Thanks :)<\/p>","url":"\/contacts-companies-11405\/contact-not-hard-deleting-21430?postid=54126#post54126","creationDate":"2021-06-22T18:06:54+0000","relativeCreationDate":"2 years ago"},"lastReply":{"id":54126,"author":{"id":30181,"url":"\/members\/keer-30181","name":"Keer","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e475b2a5-4859-4452-bf11-b489bf4eb25c.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":5},"content":"
Hello @mc-spike<\/user-mention>, We\u2019ve restored the contact from the backend with the help of our developers. I\u2019ve dropped a mail to you regarding this as well. You should now be able to convert the contact to an agent.\u00a0<\/p>
\u00a0<\/p>
Let us know if you need any further help with this. Thanks :)<\/p>","url":"\/contacts-companies-11405\/contact-not-hard-deleting-21430?postid=54126#post54126","creationDate":"2021-06-22T18:06:54+0000","relativeCreationDate":"2 years ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":54085,"author":{"id":31508,"url":"\/members\/mc-spike-31508","name":"mc-spike","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi Guys,

I hard deleted a contact on Friday to be able to create a Agent account for the user. But the contact is still deleting , is there any way to sped up the process?<\/p>
\u00a0<\/p>
Thanks<\/p>","url":"\/contacts-companies-11405\/contact-not-hard-deleting-21430?postid=54085#post54085","creationDate":"2021-06-21T09:20:03+0000","relativeCreationDate":"2 years ago"},"numberOfViews":25,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshdesk-11320","categoryId":11320,"title":"Using Freshdesk","metaRobots":"index, follow","type":0},"lastPostId":"54126"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"c942b86d854f1f6ff6eccf1e3feac9a9b968692b","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

M

mc-spike Apprentice
asked inContacts & Companies

Contact not hard deleting

Hi Guys,I hard deleted a contact on Friday to be able to create a Agent account for the user. But the contact is still deleting , is there any way to sped up the process? Thanks

2

2 years ago

1

2

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