Businesses
Group contacts by company so your team has full account-level context
Businesses let you group individual contacts under a company or organisation. When a contact belongs to a business, your team can see the full account picture — every person at that company, every ticket they have ever raised, all in one place.
This is particularly useful for B2B helpdesks where one client company might have multiple contacts submitting tickets, and you want your agents to understand the relationship.
The Businesses tab
Open the Contacts section in the sidebar and click the Businesses tab. From here you can:
- See all businesses in your helpdesk
- Search and filter by name
- Click any business to view its details and linked contacts
- Add new businesses manually
Creating a business
Click New Business and fill in the details:
| Field | Notes |
|---|---|
| Name | Required — the company or organisation name |
| Domain | The company's website domain (e.g. acme.com.au) |
| General contact email for the business | |
| Phone | Main phone number |
| Website | Full website URL |
| Address | Street address, city, state/region, postcode, country |
| Description | Any notes about the account |
All fields except Name are optional.
Linking contacts to a business
Open a contact profile and use the Business field to assign them to a company. A contact can belong to one business at a time.
Contacts imported from your CRM may already be grouped if the CRM provides company information. Check the CRM Sync settings if you expect contacts to have business associations but they are arriving ungrouped.
Business profile
Clicking a business opens its profile, which shows:
- The business details you entered
- A list of all contacts linked to that business
- Quick links to each contact's profile and ticket history
Removing a contact from a business
Open the contact profile and clear the Business field. The contact becomes ungrouped but is not deleted. The business record and all other linked contacts are unaffected.