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Managing Contacts

Editing a Contact​

Open a contact and click Edit. All fields from the create form are editable. You can also add or remove document attachments from the edit form.

Tags​

Tags on contacts work the same as on tickets — type a tag name and press Enter or comma to add it. Tags help you organise contacts by topic, region, or any other category relevant to your workflow.

Viewing Linked Tickets​

On any contact's detail page, you can see a paginated list of all tickets that have been filed with that contact. Each entry links directly to the ticket.

Contact Detail

Deleting a Contact​

Contacts are soft deleted. When a contact is deleted:

  • They no longer appear in the contacts list or the contact selector on ticket forms.
  • Existing tickets that reference the contact still show the contact's name and details (the link is preserved).