Contacts Management in SafariDesk

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Contacts Overview

The Contacts page in SafariDesk stores and manages all customer information associated with support interactions. Whenever a customer submits a request, such as:

• Sending an email to your support address
• Creating a ticket through the customer portal

SafariDesk automatically creates a contact profile for them. This ensures every interaction is tracked and linked to a specific customer.

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Accessing Contacts

Navigate to User Management → Contacts to view all customer records. This page provides a centralized view of all your customers and their activity.

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Creating a Contact

You can manually create a contact by clicking the New Contact button at the top right. Enter the required details:

• Name
• Email
• Phone Number (optional)

Click Create to save the contact.

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Searching Contacts

Use the search bar at the top of the page to quickly find contacts by:

• Name | Email

This is especially useful when managing a large customer base.

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Viewing Contact Details

Click View Details to open a detailed view of a contact. This view provides:

• Contact Information (name, email, phone)
• Ticket Summary:
  • Number of Open Tickets
  • Number of Closed Tickets

This helps agents quickly understand the customer’s history and activity.

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Editing a Contact

From the contact details view, you can update:

• Name | Email | Phone Number

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Internal Notes

You can also add internal notes to a contact.

• These notes are only visible to your team
• Useful for storing important context about the customer

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Deleting a Contact

If needed, you can delete a contact from the system.

⚠️ Use caution when deleting contacts, as this may affect ticket history and tracking.

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Conclusion

Managing contacts effectively in SafariDesk helps you build a complete view of your customers and their interactions. By keeping contact information accurate and leveraging ticket history and internal notes, your team can provide faster, more informed, and more personalized support. If you have any questions or need assistance, feel free to reach out to our support team at [email protected] — we’re always here to help.