About the Company Page

Every company you add to your Contacts has a dedicated Company Page. From here, you can access the company's tickets and manage their details and contacts.

Note:

To view a Company Page, you must be an administrator or have a custom role with Manage Companies enabled in the Contacts permissions.

To access a Company Page:

Hover over Contacts in the side panel and click Companies.
Select the relevant company.

Editing company details

The left panel of the Company Page displays details about the selected company. You can view and edit details such as the company's email domain, account manager, customer portal permissions, and more.

Show me how

To edit the company's details:

Click Edit next to the company name in the left panel:
Edit the following details:
- Company Name: Edit the name of the company.
- Description: Edit the company description that appears only in the Company Page.
- Company Logo: Click the Show More icon on the logo and select Change Image. Then select a file from your computer and click Open.
  Note: You can upload company logos as jpg, png, or bmp files up to 5MB.
- Email Domains: Edit the company's email domains if they use custom domains for their email addresses (e.g. enter mystunningwebsite.com if the company's email addresses end with @mystunningwebsite.com):
  1. Enter the custom domain name used in their email addresses.
  2. Press Enter on your keyboard to add another email domain.
  3. Click Associate new customers with these domains to this company to associate new customers with the company if they have the same email domain(s).
- Customer Portal Permissions: Choose which tickets the company's associated contacts can view and reply to in their Customer Portal.
  Note: The Customer Portal is not yet available in all Wix Answers accounts. Contact us if you would like to add this feature to your account.
  - Access personal tickets only: The company's associated contacts can access only their own tickets in the Customer Portal.
  - Access all company's tickets: The company's associated contacts can view and reply to all the company's tickets in the Customer Portal. This includes tickets submitted by other contacts that are associated with the company.
    
    Note: You can set different Customer Portal permissions for each contact from their Customer Page that will override these settings.
- Default SLA Policy (optional): Select the SLA policy that will apply to the company's tickets by default.
- Time Zone (optional): Select the company's time zone from the drop-down. You can use this when setting the operational hours and targets for an SLA policy.
- Set account manager for this company: Choose a team member that will be the company's account manager.
  1. Click the checkbox next to Set account manger for this company.
  2. Select the team member that will be the account manager from the drop-down.
  3. (Optional) Click the checkbox next to Assign tickets from this company to the account manager if you want new tickets from the company to be automatically assigned to the account manager.
- Set Points of Contact for this company: Add customers or team members as Points of Contacts so you can add them as CC recipients with Automatic Actions.
  1. Click the checkbox next to Set Points of Contact for this company.
  2. Select up to 10 customers or team members from the drop-down.
    Note: Adding customers as Points of Contacts also associates them with the company.
- Set company followers: Select team members that will receive notifications when the company's tickets are updated:
  1. Click the checkbox next to Set company followers.
  2. Select up to 10 team members from the drop-down to set them as company followers.
Click Save.

To edit the company's custom company fields:

Click Custom Company Fields in the left panel.
Click the relevant field to update it.

Note: You must first create customer company fields for this section to appear in the Company Page.

Use account managers in the following features:

Automatic Actions: Use account managers in the Apply action if conditions and the resulting Action to take selection. Learn more
Spotter: Send notifications to account managers in several different scenarios. Learn more
SLA policies: Send notifications to account managers when SLA targets are breached or about to be breached. Learn more

Viewing company contacts

View a list of all the company's associated contacts on the right side of the Company Page. From here you can view contact information for each customer, create new tickets, add contacts and more.

Show me how

Viewing company tickets

From the Tickets tab of the Company Page, you can view tickets sent and received by contacts associated with the company.

Show me how

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