Contacts & Companies

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 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
How can I send activation emails in bulk?
Navigate to Customers-> Contacts -> Click on the hamburger menu and choose Unverified contacts from the list. Use the the check box available to  to e...
Fri, 22 Mar, 2019 at 7:54 AM
Can I resend an activation link to a customer?
Under the Customers tab, when you hover over an unverified contact, you will find an option to 'Send activation email'. Clicking on it will trigger ...
Thu, 24 Aug, 2023 at 12:15 PM
My customers are getting the error 'You are not authorized to access portal' - how can I fix this?
This message is displayed to the users if their account (contact profile) is not verified/activated.  In such a case, please go to Customers > Conta...
Fri, 9 Nov, 2018 at 2:19 PM
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 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 can we allow only logged-in users to create tickets on the portal?
Please navigate to Admin -> Channels -> Portals -> Settings where you could see the user permissions listed for who could submit a new ticket on t...
Thu, 24 Jun, 2021 at 7:48 PM
Total time spent on company tickets
You can make use of the Time Sheet summary report to get this data. Choose the date and the customer in the filters and export the report from Reports > ...
Thu, 13 Dec, 2018 at 4:09 PM
How do I import contacts to my account?
If you have a list of contacts that you'd like to add to your Freshdesk account, you can easily do so by following these simple steps: Prepare the Con...
Thu, 30 May, 2024 at 3:52 PM