Contacts & Companies | Zaetoon Help Center

Manage Contacts

Contacts are automatically created when customers communicate with your team through Zaetoon Helpdesk. You can also add contacts manually and manage their information as needed. Add a Contact From your Helpdesk, click + Add in the top-right corner a...

Manage Contact Segments

Zaetoon Helpdesk includes two default contact segments: Customers and Leads . You can create additional segments to organize contacts into groups and make it easier for your team to manage customer relationships. Add a Contact Segment From your Help...

Manage Contact Custom Fields

You can create custom fields to store additional information about contacts in your Zaetoon Helpdesk, such as customer reference numbers, account roles, or other details relevant to your business. Create a Custom Field Group From your Helpdesk, go t...

Import and Export Contacts

You can import and export contacts in your Zaetoon Helpdesk using CSV files to add or update contacts in bulk, transfer contact data, and keep backups. Export Contacts From your Helpdesk, go to Contacts → All Contacts . Click Data in the top-right c...

Manage Companies

Zaetoon Helpdesk lets you create and manage company profiles to keep business information organized and help your team manage customer relationships. Add a Company From your Helpdesk, click + Add in the top-right corner and select Company . Enter th...

Manage Company Segments

You can create and manage company segments in your Zaetoon Helpdesk to organize companies into groups and make it easier for your team to manage business relationships. Add a Company Segment From your Helpdesk, go to Settings → Contacts → Company Se...

Manage Company Custom Fields

You can create custom fields to store additional information about companies in Zaetoon Helpdesk, such as company size, account identifiers, or other details relevant to your business. Create a Custom Field Group From your Helpdesk, go to Settings →...