Managing Contacts
Contacts represent the people who submit tickets to your helpdesk. Every ticket has a requester, and that requester is stored as a contact.
Contact fields
| Field | Description |
|---|---|
| Name | Display name (up to 128 characters) |
| Email address (up to 128 characters) | |
| Organization | Optional association with an organization |
| Notes | Free-text notes about the contact |
Viewing contacts
Navigate to Contacts in the sidebar. The contact list shows all contacts in your workspace with their name, email, organization, and ticket count.
Use the search bar to find contacts by name or email. Sort by name, email, or creation date using the column headers.
Creating a contact
Click New Contact and fill in the required fields. If an organization exists for the contact’s email domain, you can associate them immediately.
Contacts are also created automatically when a new requester submits a ticket via email or the API.
Editing and deleting
Click a contact to open their detail view. From here you can update their name, email, organization, or notes.
To delete a contact, use the Delete action. This does not delete the contact’s tickets — they remain in your system.
Related
- Organizations — group contacts by company
- Managing Tickets — view tickets associated with a contact