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Customers 101

Customers are records of contacts. Each customer has a unique profile that includes their contacts their contact information. The customers page shows a list of all the customers in your account. These profiles are created by the following methods:.

Customer notes

Customer notes can be added to all of your customer profiles. They are internal and easy to manage. When you open the ticket, this widget is in the upper right corner. The note field can be edited just by clicking on it and typing your note out. If y

Ticket customer

Ticket customer is the person that reached out and opened a support ticket with you, it's the customer reaching out to your team in need of some assistance.How it worksIn Gorgias, whenever one of your customers opens up a ticket with you, our system

Set ticket customer

Steps. Here is a video tutorial showing this process. Once you have the customer set up, the menu below their name in the upper right corner of the ticket will show you the customer notes, their email address, their location and the local time, as we

Merge customer

Sometimes Gorgias will notice that you may potentially be talking with the same customer, just using two different accounts. In this case, Gorgias will either automatically suggest that you merge the customers or you can do so manually on your own. I

Create a new customer


Edit a customer

A customers profile can be edited from either the customer settings page or the tickets page. Steps. Steps

Delete a customer