Customers
Find customers, read their history, keep notes and fields on their profile and start a ticket for them.
- Find a customer in the Customers listSearch everyone who has contacted you by name, email or phone, sort by name, tickets or date, and page through the list 20, 50 or 100 at a time.
- Add a customer before they write inCreate a customer profile for phone orders, VIPs or wholesale buyers with just a name, email or phone, plus a private note only your team sees.
- Read a customer's profile and historySee everything about one customer on one page, their tickets and orders on a timeline, details, note, tags, customer fields and total spent.
- Edit customer details, notes and fieldsUpdate a customer's phone number, keep a private note your team sees on every ticket, and fill in customer fields such as VIP or usual size.
- Create a ticket for a customerStart an email conversation with a customer from their profile with Create ticket. Their reply lands in the same ticket, already assigned to you.
- Delete customers safelyRemove customers who have no tickets, such as test or duplicate profiles. Customers with ticket history are always kept so nothing is lost.
Still stuck?
Chat with the Hushdesk team. A person answers on every plan.