This feature helps you see a list of all of your existing customers, their email addresses, and their ticket histories, all in one place. It can be accessed from the 'Customers' tab in the left-hand side navigation in your SupportBee interface.
While this information and the ability to add new customers are accessible to both admins and agents, the ability to delete or modify customer information is only available for admins.
Adding new customers
To add a new customer record,
- click on the '+ Customer' option in the top left corner in the 'Customers' screen.
- Add their info - name, email address, etc.
- Click on 'Save Customer'