Contact Associates - Zoho Desk Knowledgebase

What are the Contact Associates?

Contact Associates are entities that are relevant to your contacts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about a contact like associated tickets, related products, and supportive files. 
Here are the associates that are part of a contact:
  • Tickets
  • Products
  • Attachments
Let us look into each of these sub-tabs for more details. 

Your contacts are the people who raise support tickets and to whom you provide support in Zoho Desk. You can quickly view the tickets that were received from a Contact. 

To view the tickets raised by a Contact:
  1. Open a contact to view its details. 
  2. Click the Tickets tab from the top pane. 

You can view the tickets with their subject arranged by the order they were received. You can also view the status of the tickets and the agent who handled it in your help desk. Click on a ticket to view it in more detail.

You can manage your company- wide products that are sold to your customers. In Zoho Desk you can associate products to your contacts. When looking at a contact you can view the products that are related to it. 

To add or view the products related to a contact:
  1. Open a contact in its detail view. 
  2. Click the Products tab from the top pane.

You can view the products related to the contact. You can also click Associate Product or the Add icon  ) to associate a product to a contact. 

You can attach documents or notes to add more context to a Contact. Typically customers attach SLA documents and Contract agreements to a contact. 

To attach or view files to a contact:
  1. Open a contact in its detail view. 
  2. Click the Attachments tab from the top pane. 
You can view the attachments related to the contact. You can also click Add New Attachment or the Add icon  ) to upload an attachment. To delete an attachment click the Delete icon  ) corresponding to the file.

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