Manage Contacts

A Contact is a person. All Helpdesk Jobs are recorded against a person. A Contact is a member of a Department that is, in turn, a member of a Customer:

• Customers
  • Departments
    • Contacts

How you use this structure depends on your own business.

If you are using LBE Helpdesk for internal support you might set up a single customer, with multiple departments and multiple contacts. If you wished to further subdivide your business, you might e.g. set up each Division as a separate Customer.

If you are using LBE Helpdesk to support external customers then you will normally set up multiple Customers with one or more Departments.

To see the list of Contacts, open the Customers Information folder in the treeview at the left of the main window then click the Contacts icon. This will display the default view for Contacts:

This shows the default Contact supplied when you first use the helpdesk.

New
To create a new Contact do one of the following:

• File Menu, New Contact
• Press the F4 key
• Right click on the Contact and select New Contact
• Double click the Contact

This will display the Contact window where you can add the new Contact information.

Edit Contact
To edit a Contact do one of the following:

• File Menu, Edit Contact
• Press the F5 key
• Right click on the Contact and select Edit Contact

This will display the Contact window where you can amend the Contact information.

Delete Contact
To delete a Contact do one of the following:

• File Menu, Delete Contact
• Press the F6 key
• Right click on the Contact and select Delete Contact

NB Deleting a Contact will also delete all Jobs and Operator Activity information that relate to this Contact. This action cannot be undone.

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