Create and edit contacts

Add customers to Supahelp before they contact you, or keep their details up to date.

Create a contact

1. In the admin portal, select Contacts.

2. Select Create contact.

3. Enter the contact's First name, Last name, and Email address.

4. Optionally, add their Company and Role/title.

5. Save the contact.

You'll see Contact created.

You can also create a contact while adding a request. See Create a request manually.

Duplicate email addresses

As you type an email address, Supahelp checks whether another contact already uses it. If one does, you'll see Another contact with this email address already exists. You can still continue.

Use the existing contact where possible, so all of a customer's requests stay together.

Edit a contact

1. Open Contacts and select the contact.

2. Update their details.

3. Select Save changes.

You'll see Contact updated.

Change the contact on a request

If a request is linked to the wrong person:

1. Open the request.

2. In Request properties, select Reporter/contact.

3. Search for the correct contact, or select Create contact….

If someone else is editing

If another teammate saved changes to the same contact first, Supahelp asks you to reload so their changes aren't overwritten.

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