Introduction to Contacts

 

Think of a contact in Deskware as a user that works for one of your customers.  Each user that you support should be created as a contact.

Contacts will automatically be created by Deskware if a contacts sends an email to open a ticket.  The contact will automatically be assigned to the matching account based on the contacts email domain name.  If a domain name cannot be matched, the contact will be created under the default “Unknown Account”.

To create an contact:

  1. Click on Contacts in the left navigation
  2. Click Add New
  3. Complete the required field information on screen.  Account, First Name, Last Name, Password, Email and Timezone are required fields.
  4. Optionally, enter information for other fields.
  5. Click Save

Please contact Deskware Support at [email protected] if you require additional assistance.