Records sidebar

Records keep customer and product context organized outside individual messages.

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Overview

The Records section contains Companies, Contacts, and Metrics. Use these pages when you need context that lasts longer than a single conversation or ticket.

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Companies

Companies represent accounts or organizations.

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Company list

Use the company list to search, filter, sort, create, edit, and delete companies.

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Company details

A company can include overview details, conversations, tickets, contacts, peers, metrics, files, notes, and pricing.

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Shortcut

Use G then C to go to companies.

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Contacts

Contacts represent people connected to conversations and companies.

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Contact list

Use the contact list to search, filter, sort, create, edit, and delete contacts.

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Contact details

A contact page shows overview information plus related conversations and tickets.

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Shortcut

Use G then K to go to contacts.

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Metrics

Metrics represent event data and charts.

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Metric list

Use the metrics list to create and manage metrics.

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Metric data and charts

Metric events show incoming data. Metric charts help visualize that data over time or by company.

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Shortcut

Use G then M to go to metrics, or G then E to open metric data.