Customers
Customer profiles, their tickets and orders, customer fields and merging duplicates.
- Customer profilesPartly availableFind, create, edit and delete customers, keep a private note on each one, and read a customer's page with their tickets, details and orders.
- Merge customersPartly availableJoin two profiles of the same person into one, choose which name, note and emails to keep, and know what to do if you merged the wrong pair.
- Change who a ticket belongs toMove a ticket to the right customer when it landed on the wrong profile, and choose the customer when you start a ticket yourself.
- Customer fieldsKeep facts about each customer on their profile, such as a membership tier or ring size, and use them in rules and views.
- How tickets find their customerPartly availableHow the helpdesk picks each ticket's customer from an email address, when it makes a new profile, and how the store section finds the same person in Shopify.
Still stuck?
Write to the Growth Dept team and a person answers. Say which helpdesk you work in and what you were trying to do.