Organizations
Organizations let you group contacts by company or account. When a contact belongs to an organization, agents can quickly see all related tickets and company context.
Organization fields
| Field | Description |
|---|---|
| Name | Company name (up to 128 characters) |
| Domain | The organization’s email domain (required, e.g. acme.com) |
| Country | Auto-enriched from domain |
| Industry | Auto-enriched from domain |
| Employee count | Auto-enriched from domain |
| Yearly revenue | Auto-enriched from domain |
| Logo | Auto-enriched from domain |
Creating an organization
Click New Organization and enter the company name and email domain. The domain is required and is used for auto-enrichment and contact matching.
After creation, Helpdesk automatically enriches the organization with publicly available company data (industry, size, revenue, logo). You can also trigger enrichment manually from the organization detail page.
Auto-enrichment
When an organization is created or its domain changes, Helpdesk attempts to enrich the record with company information. This runs asynchronously and populates fields like industry, employee count, and logo.
To manually re-enrich, click Enrich on the organization detail page.
Searching and sorting
Use the search bar to filter by name or domain. Sort by name, domain, creation date, or contact count using the column headers.
Deleting an organization
When you delete an organization, all associated contacts are unlinked (their organization is set to none). The contacts and their tickets are not deleted.
Related
- Managing Contacts — view contacts within an organization