About Contacts

Manage lists of all your customers and their associated companies from the relevant tabs of your Contacts page. From each tab, you can select the relevant customer or company to go to their Customer Page or Company Page.

Get started:

Click Contacts

in the side panel on the left to view your Contacts page.

Note:

To manage customers and companies, you must be an administrator or have a custom role with the relevant options enabled in the Contacts permission.

The Customers Tab

View a list of all the customers in your contacts, including their phone number, associated companies, Customer Portal permissions, and more.

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View the following information on your Customers tab:

Name: The customer's name. Click Name at the top of the list to sort it by name.
Email: The customer's email address. Click Email at the top of the list to sort it by email address.
Phone: The customer's phone number(s). Click to the relevant phone number, select a line and click Call Now to call them.
Associated Companies: The customer's associated companies.
Customer Portal Permissions: The customer's permissions for viewing and replying to tickets in the Customer Portal.
Note: The Customer Portal is not yet available in all Wix Answers accounts. Contact us if you want to add this feature to your account.
# Tickets: The total tickets sent and received by the customer.

From your Customers tab you can:

Search for customers: Click the Search icon and enter the name or email address of a customer to find them on the list.
View the Customer Page: Select a customer to view their Customer Page.
Add a new customer: Click + Add Customer to manually add a new customer to your contacts.
Note: Customers are automatically added to your contacts when you send or receive tickets from them.
Create new tickets: Click the checkbox next to the relevant customer(s) and choose an option from the New Ticket button:
- New Ticket: Send a new email ticket to the customer(s).
- New SMS Ticket: Send a new SMS ticket to the customer(s). Learn more
Call the customer: Click to the relevant phone number, select a line and click Call Now. Learn more
Associate customers with companies:
1. Click the checkbox next to the relevant customers.
2. Click Associate Companies at the top.
3. Click + Add Company and select the company you want to associate the customer with.
  Note: Repeat this step to associate more companies with the customer.
4. Set the customer's permissions for viewing and replying to tickets in the Customer Portal:
  Note: The Customer Portal is not yet available in all Wix Answers accounts. Contact us if you want to add this feature to your account.
  1. Click the Customer Portal Permission field next to the relevant company and select an option:
    - As set in the Company Page: The permissions set in the associated company's Company Page determine which tickets the customer can access in the Customer Portal.
    - Access personal tickets only: The customer can access only their own tickets in the Customer Portal.
    - Access all company's tickets: The customer can access all the company's tickets in the Customer Portal. This includes tickets submitted by other customers that are associated with the company.
  2. Press Enter on your keyboard or click the checkmark to confirm.
Ban a user: Hover over the relevant customer, click the Show More icon and select Ban user. Learn more about banning users from using your support.

The Companies Tab

View a list of all the companies you've added to your contacts. You can search for individual companies, go to their Company Page, and view each company's date added, account manager, and Customer Portal permissions.

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About Contacts

The Customers Tab

The Companies Tab

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