Ticket requesters from Helpdesk
People Helpdesk creates get the Type Requester and show only under Everyone.
When Helpdesk records someone who raises a ticket, it creates that person in CRM. These people get the contact Type Requester, so they do not crowd your contact lists.
Contact or Requester
| Type | Who | Shown |
|---|---|---|
| Contact | A person you work with in CRM. | Under Contacts and Everyone. |
| Requester | A ticket requester created by Helpdesk. | Only under Everyone. |
In the Contacts list, choose Everyone to see requesters. See The Contacts list.
Who sets the Type
Only other products set it. There is no control in CRM's screens to change a person's Type, so you cannot turn a requester into a contact in CRM. In Helpdesk, people who wrote in can be turned into contacts; see Customers, contacts and domains.