Contacts management

How to purge database from useless contacts

Some of your customers or website visitors (or spam creators) are using anonymous temporary mailing services like 10minutesemail or inboxstore.me etc or simply you have weird contacts with weirder email addresses and you know that you won't send any further emails to such contact anymore. Why not to clean up your database from such useless contacts ? Perhaps you have almost 90% tickets created from addresses which are temporarily random generated (sample: whatdoyouwantfromme6574568@ (mailto:rgc...

How to delete contact with all its tickets

If you want to delete some customer contact with all its submitted tickets from your agent panel, you need to do 3 following actions: - search contact and click on "delete" - after you click on "delete" you need to choose the option "Delete customer from all lists and also delete all his tickets. " - the status of this customer's tickets is changed to "deleted", so the last step is to "purge" them from the ticket list completely 1. step: Navigate to "Customer portal" > "Contacts...

Delete Customer in LiveAgent

Delete customer‘s account and all his details in LiveAgent is very easy. In agent panel navigate to Customer portal > Contacts. Delete specific customer - you can search for particular customer and under ‚actions‘ column click on ‚delete‘ button Delete multiple customers at once - you can also delete multiple customers at once using mass action function. Select customers which you want to delete and click on ‚delete‘ button above contact list. In both cases, after you cl...

Contacts - Customers' info

View information about your customers, from basic contact info, language preferences, to any customer data captured in custom user fields. Every time someone contacts you, a new Contact (https://www.liveagent.com/features/contacts/) is created in LiveAgent (https://www.liveagent.com). Contacts Video Setup If you prefer video instructions over text, watch the video below: Contacts Setup Step 1: Navigate to Customer portal > Contacts Step 2: Contacts create automatically but if ...

Companies and organizations

Companies (https://www.liveagent.com/features/companies/) are a collection of your contacts (https://www.liveagent.com/features/contacts/) in LiveAgent. They are an optional feature and it is not mandatory to organize your contacts into Companies. However, there are a few benefits to keeping your contacts organized within Companies, such as keeping better track of what the companies are requesting, being more familiar with the account and the customers from the get-go, and making your workflow m...

How to import contacts from csv

Although we don't offer this function as part of the LiveAgent application, an example script capable of importing contacts from csv file to LiveAgent via API v3 is attached below this article. Your csv file must contain column headers on the first line. You then use those column names in keys of variable COLUMNS. Configure the script in the first section /***************** CONFIGURATION START *****************/ // agent panel -> settings -> system -> API const APIKEY = 'test'; // e...