Bringing in your Customer Base

The Customers tab and what it can do
The 'Customers' tab in your helpdesk allows you to manage the details of contacts and companies that you keep in touch with. It gives you complete ...
Fri, 26 May, 2023 at 4:18 PM
Creating companies and contacts
Freshdesk helps you keep track of all the customers reaching out to your helpdesk, letting you create and save them as contacts under the Customers tab. Yo...
Fri, 26 May, 2023 at 4:07 PM
Customer 360 - Get complete context on your customer
Note: This feature is only available on Freshdesk Mint. The omnichannel customer timeline: The omnichannel customer timeline provides agents with th...
Wed, 3 Nov, 2021 at 3:25 PM
Importing and Exporting customer data
Note: For importing/exporting contacts on Customer Service Suite, refer to this article. Importing Data You can import contact and company informati...
Thu, 7 Mar, 2024 at 10:04 PM
Timezone and Language - Import format
While performing bulk imports in Freshdesk, you can use the following formats to configure timezones and languages for contacts in your CSV file. Time Z...
Tue, 20 Dec, 2022 at 7:20 PM
Customizing Customer Fields
You can create your own custom fields in your customer contact form and add customer information as and when you get them. You can choose to have these cus...
Fri, 18 Jun, 2021 at 2:01 AM
Merging Contacts
Admins and agents can merge multiple contact points of the same person into one contact. This makes it easier for the agents to pull up contextual informat...
Tue, 28 Mar, 2023 at 2:50 PM
Changing customer password
Whenever a non-agent raises a ticket in your helpdesk, they get added as a contact. If you have enabled the user activation email for requesters they can se...
Mon, 18 Mar, 2024 at 9:48 PM
Associating one contact with multiple companies
Every customer creating a ticket in your helpdesk will be added as a contact in your helpdesk automatically. You can group these contacts into companies an...
Mon, 18 Mar, 2024 at 5:25 PM
Identifying contacts with an external ID
Note: For customers on the new plans, this feature is now available on all plans for Freshdesk (Free, Growth, Pro, and Enterprise) and Freshdesk Omnichann...
Wed, 2 Aug, 2023 at 7:48 PM