Contacts & Companies

How is a contact created in Freshdesk ?
Various methods for creating a contact in Freshdesk: 1. Customers submitting tickets are automatically added as contacts. 2. Agents can use Quick Creat...
Tue, 22 Aug, 2023 at 8:15 PM
How many customers can I add to my account?
There is no restriction in Freshdesk regarding the number of customers you could add to your account.  Please navigate to the customers' tab on the ...
Mon, 17 Jul, 2017 at 11:00 PM
How many companies can be associated with a contact
For all account in the Estate and Forest plan you can add upto 300 companies for a single contact.
Thu, 4 Oct, 2018 at 3:39 PM
What is the difference between Customers and Requesters?
Customers in Freshdesk are any contacts who are added to your account, available under the Customers' tab. On the other hand, Requesters are those custo...
Tue, 18 Jul, 2017 at 1:02 AM
How to assign ticket to companies?
When a new contact is linked to a company, the tickets that are raised by that contact will automatically get linked to the Company as well. Once a ticket i...
Wed, 19 Dec, 2018 at 3:40 PM
How can I add a new company in Freshdesk?
There are three primary ways in which a Company can be added in Freshdesk Manually add a company using the 'New Company' option under the Customer...
Tue, 22 Aug, 2023 at 8:25 PM
Will tickets by hard deleted contacts be marked as Spam?
The tickets that the contact creates in future will not be marked as Spam. The tickets will be considered as valid tickets because Freshdesk would have no r...
Thu, 13 Dec, 2018 at 4:07 PM
How can I onboard my customers into Freshdesk?
This can be done by navigating to Customers-> Contacts and choose the contact and clicking on the send activation email option. This will send a secure l...
Thu, 24 Jun, 2021 at 7:37 PM
How can I change the email address of an existing contact in Freshdesk?
You can edit a contact and add the new email address as a secondary email address. You can then change the new email address to be the primary email address...
Fri, 21 Jul, 2023 at 1:58 PM
How do I send an activation email to the customers to start using their portal?
Go to Customers > Contacts > choose 'Unverified contacts' from the hamburger menu > check the required contacts click on 'Send activat...
Mon, 21 Jun, 2021 at 8:49 PM