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Contacts & Companies

Using Freshdesk

  • 39 Posts
  • 125 Replies
39 Posts
I
Apprentice
it_19268Apprentice
asked in Contacts & Companies
can contacts login to mobile app?

I would like to ask if the contacts can login to mobile app? or only the Agent?

261
A
Community Debut
C
Contributor
cameradoContributor
asked in Contacts & Companies
Trying to import csv from another CRM - Freshworks tells me to input mandatory fields: Emails, External ID - WHERE?

Hi -  Trying to import csv from another CRM (contacts), Freshworks advises me "to make sure every record is imported, check if your file has data in these mandatory fields"  A popup then says : Fill any one unique fieldEmailsExternal ID … WHERE are those fields supposed to be?  I cant see them on the mapping or original csv I'm importing.  Do I add them?  Kindly clarify, confusedly, Jason

691
T.Belevska
Community Debut
Jagadeesh_kanumuri
Apprentice
Jagadeesh_kanumuriApprentice
asked in Contacts & Companies
how to import my domain (Companie) mail id into freshdesk as contact

how to import my domain (Companie) mail id into freshdesk as contact

762
T.Belevska
Community Debut
dwatson
Apprentice
dwatsonApprentice
asked in Contacts & Companies
SPAM sort by contact

We had an issue that a Contact was flagged as SPAM. It took way to long to go through 2800 records looking for the contacts emails and marking them as not spam. It would have been much easier to be able to sort my contact so it would have grouped all of them together and reduced missing some of them.  

702
LarryG
Community Debut
Yasinmubashar
Apprentice
YasinmubasharApprentice
asked in Contacts & Companies
I cant verify my company!

Hi, I’m new to freshworks. I’m unable to verify my company. How to fix it? can anybody help?

331
Pooja Bernice
Community Debut
ethan.tatum
Apprentice
ethan.tatumApprentice
asked in Contacts & Companies
Merging Contacts Who Use Custom Sender

Experiencing a real headache when trying to merge client contacts under a single company. The company in question utilizes Netsuite custom email sender addresses - so every new ticket a contact creates also creates a new contact in Freshdesk. These are all some long variation of random numbers. So for example, we have a regular contact who often creates tickets - we now have 60+ separate Contact entries for this one individual. Normally, we would just merge these subsequent contact emails under the main contact, but the limitation of 10 email addresses doesn’t allow for this. Is this an issue others have dealt with, and if so, what was your solution? I think the easiest thing to do would be to lift the 10 email maximum per contact restriction, but not sure if FreshDesk is going to do that.

1154
ethan.tatum
Apprentice
hanneskola
Skilled Expert
hanneskolaSkilled Expert
asked in Contacts & Companies
Ability to remove identifying info from Contact after x time period

Hello!A following use case example:Contact creates a ticket that comes to Freshdesk and a Contact record is created for the person. After x time period (for example, 6 months) and no other activity (like further tickets have been raised by the Contact), we would be able to hide/encrypt the identifying data from the Contact record (name, email, etc.) for legal reasons. If the contact would send a ticket again after this, the data would be again unhidden. All tickets data from should still be acccessable for reporting purposes, if needed. This would mostly be related to tickets that are “feedbacks” in nature.I understand that deleting a user would mark all upcoming contacts as spam. Is there any way to “just delete”, without marking as spam?Any other ideas on how to potentially approach this sort of a use case?

391
Keer
Community Debut
M
Apprentice
MateuszApprentice
asked in Contacts & Companies
Can't open specific contact

Hello there,I have a problem after getting a call in freshdesk.When someone calling us you can see his name - and it’s all ok. But after clickin it:  It doesn’t open specific contact - which will be easier to look for every tickets on this customer.It’s open all contact that we have saved.Is there any solution to open a specific contact after clicking his name?Thanks all for helping!

581
hemanth.ramya
Community Manager
neilmc
Apprentice
neilmcApprentice
asked in Contacts & Companies
SSO for Agents & Contacts, same Azure Org.

Hi all, We’re trying to get set up here. I’ve created a freshdesk app in Azure, and successfully SSO agents in, grantng agent roles within the azure APP.  However, configuring SSO for contacts gives a completely different identifier so i can’t link it to the same app. Considering the Azure freshdesk app has roles for both agents and contacts, it seems logical that one azure app is intended for agents and contacts Am i missing something here? can the SSO method for agents be re-used for contacts without making a new one?  if so, how?. If not, what do you do? 

1101
Keer
Community Debut
Landshark
Apprentice
LandsharkApprentice
asked in Contacts & Companies
How can I find all my contacts that are not associated with a company?

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.

2131
Keer
Community Debut
J
Apprentice
JovanyApprentice
asked in Contacts & Companies
User Deleted

Buenos díasTengo un problema un usuario fue borrado por error y lo mismo no puedo restaurarlo porque dice borrando, solo queda así sin darme opciones.por lo tanto, necesito activar el usuario

572
Keer
Community Debut
M
Apprentice
mc-spikeApprentice
asked in Contacts & Companies
Contact not hard deleting

Hi Guys,I hard deleted a contact on Friday to be able to create a Agent account for the user. But the contact is still deleting , is there any way to sped up the process? Thanks

402
Keer
Community Debut
T
Apprentice
Toshiyuki SatoApprentice
asked in Contacts & Companies
Contact Deletion

 Hello I’m Sato of Digital Stacks in Japan. I know about two ways of Contact deletion.(1) Delete → Restore(2) Delete → Delete foreverIn case of acting these 4 operations, there are no eMail message to the target contact. Is this a specification ?Please reply if you know.  Best regards,Sato

1393
Keer
Community Debut
U
Apprentice
Uplevl_lrayApprentice
asked in Contacts & Companies
User deletion time

I have a user that used to have an account with his email, but things got moved around, and I want him to take over an existing account.   I tried to rename the user, was told he has an account and I have to remove it.So I deleted that account.  Now I tried to change the email to that and receive the following “Please retry in a while, the permanent deletion of this contact is still being processed.”That has been more than 24 hours, how long does it take, that user had no tickets, no work, was more of a placeholder!Thanks.

712
Keer
Community Debut

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