What can I do in the Contacts tab?
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If you go to Contacts in the menu to the left, you'll find your contacts in alphabetical order.
From this overview, you can do the following things:
1. Click on a contact to see the profile's customer card. Here you can do the following things:
- See the person's contact details
- See earlier chat conversations
- See earlier phone calls
- See earlier tickets
- Call the person, by hoovering over and pressing the telephone number
- Create a new ticket to the person, by hoovering over and pressing the paper airplane
- Update the contact information, by pressing the little pen in the upper right corner
- Add notes to the customer card, by clicking + Create note
2. Search a contact by using the search field in the top. You can search by name, e-mail address and telephone number.
3. Add a new contact by clicking New contact in the upper right corner and filling out the pop up window.
4. Update a profile's contact information (Update) and delete the contact (Delete) via the three dots to the right.
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