+1Hi,
I have a customer in freshdesk who has two different projects. I wonder if I can have two different projects, alternative companies, on the same cuntomer with same email-address?
If this doesn't work, what tips do you have for separating the cases under the company?
+12Hi.
Yes, a Contact in FreshDesk can have different Companies.
When he/she logs a ticket, by default it will assigned to the primary company, you/he/her may need to change the company to the second one manually if needed.
This is a standard supported feature.
Hope this clarifies and help.
Regards,
+1Great!
But how do I get an existing contact with a company to the other new company?
In the contact edit mode, can I only map the contact to one company not more.
+12Great!
But how do I get an existing contact with a company to the other new company?
In the contact edit mode, can I only map the contact to one company not more.
Hi.
Please be advised that this now is a Pro feature.
You may refer to this thread for further reference:
Regards,
+1Is this a Pro feature?
To separate the cases, you can use custom ticket fields, tags, or create separate views for each project to keep everything organized.
I can´t se this in any view…
+12Is this a Pro feature?
To separate the cases, you can use custom ticket fields, tags, or create separate views for each project to keep everything organized.
I can´t se this in any view…
Tags are not available in Views.
Tags are available to be used in Analytics, for instance.
Please, don’t fall for Spam bots.
Regards,
+1Is this a Pro feature?
To separate the cases, you can use custom ticket fields, tags, or create separate views for each project to keep everything organized.
I can´t se this in any view…
Tags are not available in Views.
Tags are available to be used in Analytics, for instance.
Please, don’t fall for Spam bots.
Regards,
But how do i do so my costumer can have two companys/projects, with same mailadress?
+12Is this a Pro feature?
To separate the cases, you can use custom ticket fields, tags, or create separate views for each project to keep everything organized.
I can´t se this in any view…
Tags are not available in Views.
Tags are available to be used in Analytics, for instance.
Please, don’t fall for Spam bots.
Regards,
But how do i do so my costumer can have two companys/projects, with same mailadress?
You can only do that with a Pro license.
Regards,
+12Hi.
Yes, a Contact in FreshDesk can have different Companies.
When he/she logs a ticket, by default it will assigned to the primary company, you/he/her may need to change the company to the second one manually if needed.
This is a standard supported feature.
Hope this clarifies and help.
Regards,
Yes, you can have two different projects under the same customer with the same email address in Freshdesk. You can differentiate between them by using ticket tags, custom fields, or creating separate views or groups for each project. This way, you can keep the cases organized and separated under the same customer profile.
But how do i config this? When i creat a new projekt and gonna link my cosutmer to that i get that the email already is link on an another projekt.
Just double checking: what exactly do you mean by Project? FreshDesk does not have Projects. FreshService is the product that has Projects.
Best,
+1
Hi.
Yes, a Contact in FreshDesk can have different Companies.
When he/she logs a ticket, by default it will assigned to the primary company, you/he/her may need to change the company to the second one manually if needed.
This is a standard supported feature.
Hope this clarifies and help.
Regards,
Yes, you can have two different projects under the same customer with the same email address in Freshdesk. You can differentiate between them by using ticket tags, custom fields, or creating separate views or groups for each project. This way, you can keep the cases organized and separated under the same customer profile.
But how do i config this? When i creat a new projekt and gonna link my cosutmer to that i get that the email already is link on an another projekt.
Just double checking: what exactly do you mean by Project? FreshDesk does not have Projects. FreshService is the product that has Projects.
Best,
I mean company. One costumer how has two companys
Company 1 ABC-Webbshop
Company 2 ABC-Portal
I have a customer who is responsible for two projects at the same company. I would like to split these up. So we don't mix up all the tickets.
In the customerportal you can't filter by tags so we can't tag tickets. This only works in the managerview.
So what do I do if a customer has two different companies but with the same email?
+12Hi.
Yes
That is indeed possible as a standard feature. But you need to be on Pro plan of FreshDesk.
If you are in Pro plan, in the contact, you'll be able to add additional companies to the same contact.
We had it like that, as it was an available feature in our instance/plan.
If you are in a Pro plan and are not able to add more companies, you need to submit a support case instead, as it may be a bug or issue in your instance.
Regards,
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