Creating a Contact

Create a contact when a person needs to be represented in the Helpdesk and an appropriate contact record does not already exist.

Before creating a contact

Search existing contacts first. This reduces duplicate records and fragmented ticket history.

Create the contact

1. Open Contacts.
2. Choose the option to create a contact.
3. Enter the person's identifying information.
4. Add available communication details.
5. Link the contact to a company when appropriate.
6. Complete any required fields.
7. Save the record.

After creation

The contact can be associated with tickets and other supported records.

Good practices

Use reliable customer information rather than placeholder data whenever possible.

Avoid creating separate contact records for the same person simply because they used a different support channel. Review existing data first and update the correct record when appropriate.