Within Teamwork Desk, you can view
individual profiles for each customer on your site.
Go to the People area of your site
and select the Customers subsection.
From the list of customers, click
the relevant customer to open their profile view.
In the details pane on the left of
the customer profile, you
will see the customer's email address and associated company (if applicable).
You can edit the customer's details in
in
the top right of the profile view by
clicking Edit profile, or use the New ticket button to create a new ticket on behalf of the customer.
Overview
The main section of the Overview tab will show a list of any tickets associated with the customer. Clicking a ticket will bring you directly to the full ticket thread.
Click the text field to the right of the
magnifying glass in the top left to
enter
a keyword and search the tickets list.
Ticket details shown include
customer, subject, status, type, and priority.
You can use the customize columns option in
the top right of the list to select which
ticket properties you want to view as
columns.
Additional filter options can be accessed
via the filters button in the top right of
the Overview tab. These include inbox,
assigned agent, tags, and last updated
date.
Time
In the Time tab, site administrators can view all time entries agents have logged across all tickets associated with the customer.
Note: The Time tab is available on Pro subscription plans and above.
An overall count of total time spent on the customer's tickets will be visible in the top right of the Time section.
Using the advanced filters pane, you can choose to view time logs based on agent, billable, or tags (tickets currently using the selected tag(s).
Using the export button in the top right, you can download the list of time logs as a CSV file. The export will only include time entries based on the active filters you have set.
For more
information, see: Viewing Time Logged Across a Customer's Tickets