Within Teamwork Desk, you can add new
customers to your site at any time.
When a person emails one of
your inboxes, they are automatically created
as a customer. Each time an existing customer
submits a ticket, the email is added to their
customer history.
Select People from the
main navigation menu. Switch to
the Customers subsection, then
click + Add customer in the view's
top right.
Fill out the customer's details:
- First name
- Last
name
- Email address
- If the email domain matches a domain set for an existing company, the customer is automatically added to that company via domain matching.
- Send welcome email: Send a Customer Portal welcome email to the customer once created.📝 This option is only available when the Customer Portal is enabled for your site and Customer Portal notifications are turned on.
- Add alternative
email: Provide
one or multiple
alternative email
addresses to associate
with the customer. Any
tickets received from
the provided addresses
will be associated
with the customer's
profile.
- Phone number
- Mobile
- Company
- Manually selecting a company via the Company dropdown overrides any domain matching and the customer is added to the manually selected company. If you want to use domain matching, leave the Company field blank.🔑 Only site administrators can add customers to companies on your site.
- Add
more info...
- Social links
- Address
Companies
Site administrators have
permission
to add, edit, and manage companies. This
includes adding customers to existing
companies.
If the email domain of a customer's address
matches a domain set for an
existing company, the customer is
automatically added to that company via
domain matching. However, if you choose to
manually select a company via the Company dropdown, any domain
matching is overridden and the customer is
added to the manually selected
company. To use domain matching, leave the
Company field blank.
Customer Portal
permissions
When you manually select a
company, an
additional option is shown allowing
you to set the customer's permissions
for the Customer
Portal. This controls which
tickets the customer can access in
the Customer
Portal.
📝
When using domain
matching to set the customer's
company, you can adjust their Customer
Portal permissions
via
their profile after
creation.
For more information, see: Importing Customers via
CSV