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How can I find all my contacts that are not associated with a company?

  • July 14, 2021
  • 1 reply
  • 255 views
Landshark
Apprentice

I would like to ensure that all contacts who have submitted a ticket are associated with a client, so that future emails/tickets from them are handled correctly. How can I find a list of my contacts with no company? I I click on Contacts from the sidebar, it defaults to a client, and I can’t find a way to see those who are not associated with any company.

Best answer by Keer

Hi @Landshark, I hope you are doing well today. For your requirement here, you can simply export the contacts using the ‘Export option’. You’d recieve a CSV file in the mail in which you’d be able to find for which contacts company is NULL. 

 

Export contacts 

 

Contacts with no company 

You can update this CSV file, save it and upload using the import contacts option again so that the companies are updated. 

Import contacts

 Please find the detailed steps on how you can perform the export and import of contacts here : https://support.freshdesk.com/en/support/solutions/articles/196491-importing-and-exporting-customer-data

 

I hope this helps. If you have any further queries, please post them here and we’ll be glad to help. Have a good day :) 

    1 reply

    Keer
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    • Keer
    • Community Debut
    • Answer
    • July 15, 2021

    Hi @Landshark, I hope you are doing well today. For your requirement here, you can simply export the contacts using the ‘Export option’. You’d recieve a CSV file in the mail in which you’d be able to find for which contacts company is NULL. 

     

    Export contacts 

     

    Contacts with no company 

    You can update this CSV file, save it and upload using the import contacts option again so that the companies are updated. 

    Import contacts

     Please find the detailed steps on how you can perform the export and import of contacts here : https://support.freshdesk.com/en/support/solutions/articles/196491-importing-and-exporting-customer-data

     

    I hope this helps. If you have any further queries, please post them here and we’ll be glad to help. Have a good day :) 

    Cheers, Keer, Freshworks Community Team
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