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Download Module & Docs Overview Easy Installation in your Portal Friendly Interface Operators and Support Teams Support Tickets and Tasks Contracts and SLA settings Configure your Helpdesk and CRM Email Notifications and Alerts CRM: Contacts and Companies Attachments Manager Add your customizable fields Show and Hide fields as you wish Transform POP3 email into Tickets Knowledge Base Statistics and Charts Full localization and CSS support

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CRM Contacts and Companies

A Contact represents a person that is typically your customer. You can store information about your Contacts and eventually associate them to a Company. A Contact can also be associated to an existing portal user, to enable your customer interact with your website (for example, to allow him/her create and manage support tickets).

A Company record represents a company that is typically one of your customers. You can use Companies to re-group your Contacts and to store additional information about the company. For both Contacts and Companies, Administrator will be able to set permissions for Operators and support Teams, visibility on Support Categories, permissions on each Ticket input field and of course SLA Contracts instances. Extended fields can be configured to record your specific data and attachments can be also uploaded.
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