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.
Filtering
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
certain timeframe.
- Companies - view only customers from
certain companies.
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.
Managing columns
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.
Adding customers
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.
Deleting customers
You can use the checkboxes to the left of each customer to select one or multiple customers to delete.
Importing customers
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