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Manage your customers

It's all about clients

By Eva
March 27, 2020

Customers are your clients. They are created automatically as soon as they send you a message to HelpSpace, or you can add them manually.

In Customers, you can create, edit, and delete customers. 

Go to Settings → Customers.

Create Customer 

Click on the button Create Customer

Fields / Functions

Description

Full name 

Full name of the customer 

Organization

Associated company 

Email

Email of the customer

Job Title

Job Title of the customer 

Profile Image

Profile image of the customer  

Address

Address of the customer (street) 

City 

City of the customer 

State

State of the customer 

Postal Code 

Postal code of the customer 

Country 

Country of the customer 

Select a time zone 

Time zone of the customer 

Locale

Language of the customer. At the moment, we only support English. 

Notes

Internal notes. The notes are displayed in a ticket in the customer information field. 

Edit Customer 

In the last column, three dotsappear when you hover it with the mouse. Click on the dots to open the menu and select edit.

 

Delete Customer 

You can delete an organization. Select an organization and click on Delete at the top of the tableand then Yes, I confirm.  

Filter 

Click into Type to add filter.

A menu opens and selects a filter, eg. User. Automatically a new list opens where you choose content, eg. Amy. You can add multiple filters. They are all connected with an OR. They are all connected with an OR, eg. User=Amy OR User=Michael OR Team=Sales. 

If you don’t select a filter, it searches overall.  

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