Overview

Customer members must be added to existing customers. For information on creating a customer, see the article Add a Customer. 

Admins can add, update, and remove customer members at any time. In this article, we’ll go over everything you need to know to manage customer members. 

• Locate a Customer
• Add a Customer Member
• Update a Customer Member
• Delete a Customer Member

Locate a Customer

Click Vendors & Customers in the left menu. 

A new page will open. Click the Customers tab on the left. 

A table with all active customers will be displayed. 

You can search and filter customers. For more information on the search and filter functions, see the article Searching and Filtering. 

 

Add a Customer Member

To add members to a customer, click the Members tab. A list of all existing members will be displayed. Click Add new contact. 

The Create a new contact window will open. Enter the following information: 

• Name - Enter the name of the new customer member. This is a required field.

• Email  - Enter the email address for the new member, this will be used for sending new ticket notifications and comment notifications. This is a required field. 

• Detail - Enter any additional information about the member. This is an optional field. 

• Phone- The new customer’s phone number. This is an optional field. 

Click Create to add the new member. 

 

Update a Customer Member

To edit customer members, click the Members tab. A list of all existing members will be displayed. Click Edit next to the desired member. 

The Edit contact details window will open. Update the fields as desired and click Update to keep your changes. 

 

Delete a Customer Member

Note: Deleting a customer member cannot be undone, use caution before removing members. 

To remove customer members, click the Members tab. A list of all existing members will be displayed. Click Delete next to the desired member. 

The customer member will no longer be displayed as an option when creating and assigning tickets.