Customer accounts are automatically created when they send an email or submit a query using any of your support channels.
Manually, you can add customers by inviting the customers or using the option Add a new customer.
- To add a customer, Navigate to Left panel → Customers → + Add a customer
- Submit Customer details: Add customers manually by submitting the customer details like Name, email and company name etc.
- Full name: Enter your customer’s name
- Email : Enter your customer’s email address
- From: Enter your customer’s postal address
- Contacts: Enter contact details like Phone, Skype and Website
- Specify Language and Tags.
- Add Notes and Signature.
- Social Networks: Fill in Social contacts
- Click Confirm to save the details.