Managing Company Contacts

Company contacts represent the people associated with an organization.

View company contacts

Open the company record and review its related contacts.

This helps agents understand who communicates with the support team on behalf of the organization.

Add an existing contact

When a contact already exists, link that record to the appropriate company rather than creating a duplicate.

New contacts

Create a new contact only when the person is not already represented in the Helpdesk.

Moving a contact

If a person's organizational relationship changes, update the contact carefully so historical and current information remain understandable.

Data quality

Regularly review company-contact relationships when duplicate records or incorrect organizational associations are discovered.

Correct relationships improve customer context and reporting.