Add, Edit and Delete Contacts
- Click the Customers module.
- On the Contacts Home page, click the Add icon (
) from the top pane.
- On the Add Contact page, fill in the details about the contact.
- Click Submit.
- You must specify the last name of the contact. This field is mandatory.
- Only the contacts with an email address can be added as Help Center users.
- The agent who adds the contact will be set as the contact's owner. However, you can change this under the Contact Owner field.
- Open a contact to view its details.
- Click the More Actions icon (
) from the top pane.
- Click Edit from the menu.
- Perform the necessary edits on the Edit Contact page.
- Click Save.
- Open a contact to view its details.
- Click the More Actions icon (
- Click Delete from the menu.
- Click Delete to confirm.
- You cannot delete contacts that were added as end users.
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