Contacts - Introduction
In SupportCenter Plus, the individual customers are called contacts. Contacts can be associated with accounts. The Contacts module allows you to manage all contacts across accounts within the portal. You can also manage contacts associated with an ...
Merging allows you to combine multiple requests into a single request. Merging creates a parent-child relationship. If request A is merged to request B, then request A is the child and request B is the parent. All-time entries, notes, conversations, ...
SupportCenter Plus allows you to import contacts in bulk from a CSV file. To import contacts, 1. Go to Contacts. 2. Select Import from CSV by clicking the drop-down arrow beside the New button. 3. In the import wizard that appears, click Choose ...
Contacts may get locked out when they used invalid passwords for a certain number of times or any other suspicious activity. Contacts may also be locked out for any policy violation. To view and manage locked out contacts: 1. Navigate to Contact ...
View, edit, or delete contacts
You can perform various contact-related actions from the contact list view. To access it, click the Contacts tab on the header pane. This lists all contacts across accounts within the portal. Alternatively, you can access contacts specific to an ...