We’ve been using, well had a license for, helpspot for over 6 months now,
But we still cannot really wrapp our heads around the limited address book / live lookup.
To be honest, when we purchased a license we missed it, otherwise we wouldnt purchase a license again I think…
anyhows, When we worked with kayako, ladesk, hesk and freshdesk we simply started to type a name of somebody who emailed us, or we emailed them, and the script would complete the name and contact details so we could continue to write the ticket content. (outgoing email).
But how does this work with helpspot,
How can we save contacts in our address book, since it doesnt automatically generate a contact id, and we hardly remembed the last id we manually gave out.
And then the searching part, when we enter a part of a name in the left search bar it finds ticket of this recipient but we arent able to create a ticket once on the page of an old ticket send to the recipient we try to email again.
So we have to go workspace and new request, enter the first name (we address our recipient mainly on a first name basis so we remember those) go to lookup and then it almost never finds anything.
So I was wondering, because I like the solution and I like how it works but I never got to wrap my head around sending out emails.