Resource Dynamics, Inc.

Tele-Support HelpDesk Hot Tips

Questions:

How do I add additional contacts into HelpDesk for one company with out having to add them in my contact manager?

Answer:

When you are on the New Inquiry Search Screen, and search and display the company, the primary contact name will be displayed.  You will have a drop down box to choose additional contacts from (you must have this option turned on in your settings optimatization tab).  If the person you want to add is NOT in the drop down box or the box doesn't contain any other names, simply create a new inquiry using the primary contact and then once in the Inquiry Screen, change the contact name, phone, fax, email.  Next time you do a New Inquiry Search for this company, you will now see the additional name in the drop down box to choose from.  

Note...should you see duplicate names in the drop down box, this is caused by one of the names being mis-spelled, space after name or another character that makes it one character different.