Knowing Your Contacts
Contact list of end users is an asset to any business. Hence, Zoho Desk, manages its contact with utmost care to avoid confusion.
You can search for a contact using the search option. Search feature fetches the contact details of the searched contact from other sources even if it doesn't have any information in the Zoho desk account. The contacts are listed in alphabetical order as shown in the image below.
How to add a contact
Click the Add icon at the lower-right corner of the page and enter the details of the contact.
How to edit contact details
Click the edit icon, as shown in the image, below to edit the contact details.
Click the edit icon, as shown in the image, below to edit the contact details.
How to delete a contact
Click the Delete icon, as shown in the image below, to delete an existing contact.
When you delete a contact, the contact along with its ticket, tasks, and time entries will be deleted and moved to the recycle bin.
Ticket Summary
The ticket summary section in the contact details page provides a complete ticket summary of the contact, such as open, on-hold, and pending tickets, happiness rating of the customer for the service, and the total number of tickets in the contact's name.
You can click a contact and view the tickets listed under the contact person in the ticket summary section. As mentioned earlier, you can also view tickets that are in open, on-hold, and pending status. You can further click each ticket and perform all actions pertaining to a ticket.
Contacting via phone or email
How to contact a person via phone and email
You can click and hold a contact and perform actions, such as creating a new ticker, sending an email, or copying the email ID.
You must provide contact permission to Zoho Desk to access the contacts in your mobile.
Copy Email - Enables you to copy the email address to the clipboard.
Create a new ticket - Enables you to create a ticket for the contact. The Add Ticket page with auto-populated details of the contact is displayed on selecting this option.
Send a mail - You can send email messages to the contact by selecting this option.
CRM Information
You can view not only the contact information of the customer that is available in the Zoho Desk account, but also the CRM information of the customer, if the customer is a CRM user. Click the CRM tab to view the details of the customer. If the customer is not with CRM, this tab on CRM Info will not be available for the contact.Happiness Rating
You can also click the Happiness Rating field in the summary page to view the rating that the customer has provided for customer satisfaction.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Knowing Your Contacts
Contact list of end users is an asset to any business. Hence, Zoho Desk, manages its contact with utmost care to avoid confusion. Zoho Desk mobile app does not allow you to add a contact to the contact list. You can only view existing contacts. You ...Deduplicate Contacts and Accounts
Over a period, there maybe a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. The Deduplication feature helps you to find duplicate records in bulk and merge them as one ...Associating records with contacts
Contacts, also known as end-users are customers who can send support tickets to Zoho Desk. The support administrators or agents can associate records, such as attachments, tickets, products with a contact. Tickets Tickets are product or ...Associate Contacts with an Account
Accounts are collections of your contacts or the end-users. A contact can belong to only one account. By grouping your contacts into accounts, you can keep track of the support tickets received from those accounts. Contacts can also view the other ...Google Contacts for Zoho Desk
Maintaining your customers' information is important. However, you may have their information in both Google Contacts and Zoho Desk. With the Google Contacts extension for Zoho Desk, you can transfer customers' information between the two ...
New to Zoho LandingPage?
Zoho LandingPage Resources