Create customer profiles
Customer profiles give you a complete view of each customer you support. Profiles include:
Details: Contact information and any custom fields.
Entitlements: Products or services the customer has access to.
Requests: A list of all support requests the customer has submitted.
Notes: Internal notes your team can use to capture important context about the customer.
Profiles help your team quickly understand what each customer needs, so you can deliver more personalized support.
Add customers
You can add customers one at a time, or import customers in bulk.
To add customers:
From your sidebar, select Customers.
On the Customers tab, select Add customers.
Enter the customer’s username or email. Separate customers using commas to add more than one customer at a time.
If the customer is part of an organization, choose an existing organization or create a new one.
Select Ok.
Import customers in bulk using a CSV or API
Bulk import lets you add multiple customers and organizations at once. You can import customer details using a CSV file or an API. Read more about importing customer details.
Create or edit customer detail fields
Customer detail fields let you capture and display important information on customer profiles, like address, region, or customer tier.
Create a customer detail field
To create a customer detail field:
From your sidebar, select Customers.
Select Manage details, then Manage detail fields.
[フィールドを作成] を選択します。
Enter a label, choose a field type, and set who can view and edit the field.
[作成] を選択します。
Change permissions for a customer detail field
You can control who can view and edit each customer detail field, to ensure sensitive information can only be seen or updated by certain people.
詳細フィールドの権限を変更するには、次の手順に従います。
From your sidebar, select Customers.
On the Customers tab, select Manage details, then Manage detail fields.
Select Actions () next to the field you want to edit, then Manage permissions.
フィールドの表示と編集を許可するユーザーを選択します。
[保存] を選択します。
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