Within Teamwork Desk, you can view and manage your customers via the site-level People area.
Select the Customers subsection in the People area to view a list of your current customers.
The customers will be displayed in a list view and include their profile image, name, email address, and company name. You can also see a count of the number of tickets associated with the customer. Clicking a customer's name will bring you to their profile details view.
Above the list of customers, you can use the quick search field to search for a specific customer, either by name or email address.
The results count below the quick search field will show the total count of customers on your site by default. The count will updated to reflect any search term or filters applied.
At the bottom of the Customers tab, you can page through the results list using the arrows to go to the next page of results. Alternatively, you can select a specific page number to view or choose the first or last page options.
To filter the list of customers, select the filters icon in the top right.
A filter pane will open to the right of the customers list where you can filter by:
- Joined - view only customers added to
your Teamwork Desk site within a
- Companies - view only customers from
You can save your selected custom filter conditions so you can easily apply them in future. They can be accessed via the Saved Filters tab.
You can click columns such as customer, email, company name, or tickets to sort the list of customers.
To the right of the column headings for the customers list, you can also select the column options icon to choose which associated columns you want to view.
In the top right corner of the Customers area, you can use the Add Customer button to add one or multiple customers to your site.
A modal will open, with fields for you to input the customer name, contact details, and company.
You can use the checkboxes to the left of each customer to select one or multiple customers to delete.
The customer import option allows you to quickly add a list of users to your site via a CSV file.
For more information, see: People