Contacts & Companies

Track your customers in the Intercom platform for better relationships

  • 172 Topics
  • 504 Replies

172 Topics

D
Denis TaranetsActive User
asked in Contacts & Companies

Users deletion/archiving logs

Hello, Intercom community! Is there a way to monitor the deletion/archiving of users by the teammates? Also, can we somehow limit rights to archive/delete users for some users (i did not find such a setting in the permissions settings)

4
D
3 years ago
A
Ashley FNew Participant
asked in Contacts & Companies

How can I import Company tags?

Sometimes I need to tag hundreds of companies with the same tag e.g. "Integrated Company". I can't find a convenient way to do that in bulk all at once. Any suggestions?

5
R
Top Expert
3 years ago
V
Vladimir KNew Participant
asked in Contacts & Companies

I can't export users

Hi, on Fridey I tried to export users, I selected filters. Clicked to make an export, it was written that it will happen in a few hours. It has already been over 96 hours, no file. And so 4-5 times. 

5
Eric Fitz
3 years ago
A
AutumnActive User
asked in Contacts & Companies

How should I format the CSV I want to import to include list data?

We want to manually import users into Intercom and some of the data has multiple items associated with one attribute. For example, a user could provide multiple services. How would I format my CSV to make this attribute a list and upload correctly?

6
T
Super User
3 years ago
R
Rodrigo R11New Participant
asked in Contacts & Companies

Why are deleted leads still showing up on my leads list?

Hi people, I need help with an issue. I deleted some leads by API, but part of them came back to my list without an ID. When I click in a 'zombies leads', they don't load and the URL is /users/segments/all-leads?searchTerm=[a hash] (as the attached photo). The major problem is they appear in the leads' outbound and remake all isn't an option 😅 . Anyone can help me to fix that? Thx for the attention

3
Eric Fitz
3 years ago
A
Aleksei S11New Participant
asked in Contacts & Companies

How can I create a Contact with the same email address?

Until API version 1.4.0 I was able to create users with the same email. For the uniqueness was used user_ID and worked fine, because in some cases I need to share the same email between different users. After update API 2.0.0 it is not possible to create a `Contact` with the same email. ( "Users API & Leads API are deprecated and replaced with Contacts API. ")Is there a way (or workaround) to create a `Contact` which can share the same email ? Is it expected it is not possible to create a new `Contact` with the same email from archived `Contact` ?

3
A
3 years ago
J
JolieConnector
asked in Contacts & Companies

How do I tag users in bulk?

Wondering if there is a way to automate tagging our contacts. I have a lrg # of people I need to tag w/the same tag & rather than searching for everyone one-by-one & tagging them I was wondering if there is a way to select a group & tag them all at once.

1
R
Top Expert
3 years ago
Z
Zach BNew Participant
asked in Contacts & Companies

How do you handle the Public Profile showing your team member's location by default?

We are a remote company, and this feature being turned on by default (rather than Opt-In) has created issues for our team members feeling uncomfortable because customers have found them on Twitter/LinkedIn.

7
R
Top Expert
3 years ago
U
User322New Participant
asked in Contacts & Companies

Why is my CSV export not completed?

I requested my CSV file of my contacts .. its been over 24 hours . . we have about 21,000 records. Never yet was received to my email, or other emails on our account. Help! Thanks so much.

3
Eric Fitz
3 years ago
I
Inter C12New Participant
asked in Contacts & Companies

Can I add a note to a company via the API?

Can I add a note to a company via the API?

1
Eric Fitz
3 years ago
I
Inter C12New Participant
asked in Contacts & Companies

Can I change the icon used for custom attributes?

Can I change the default "two arrows" icon used for custom attributes?

1
Eric Fitz
3 years ago
U
User327New Participant
asked in Contacts & Companies

API getContacts method returns only leads

I have about 110 users and about 55 leads. The getContacts method returns only 55 contacts in two pages. Looks like an API bug.

1
R
Top Expert
3 years ago
F
Francois TNew Participant
asked in Contacts & Companies

Can I limit which contacts my teammates can see?

We are giving teammate access to some of our dealers. How could we limit these teammate visibility to the only contacts they are managing ? Example : Spanish dealer should only see Spanish language contacts

1
R
Top Expert
3 years ago
N
Nicole J12Active User
posted in Contacts & Companies

Is anyone else having issues with their links NOT being clickable in their user and company segmenting? If I display a custom attribute that is a link, it isn't clickable currently.

Is anyone else having issues with their links NOT being clickable in their user and company segmenting? If I display a custom attribute that is a link, it isn't clickable currently.  The update after reporting this the first week of July is that the bug hasn't been reported enough times to warrant developer resources. 😑  So if you are experiencing this could you please email IC and let them know so my entire workflow can not be in the garbage can because someone can't make a link work?

6
N
3 years ago
M
Michael S11New Participant
asked in Contacts & Companies

How do I copy all user data from one Intercom workspace to another?

I am merging two intercom platforms into one. How do I ensure all of the data columns of an intercom csv export, is imported into the new Intercom? I exported the full data of a single user onto a CSV file. I IMPORTED the same CSV file after changing the email address as a test.  Most of the data did not import, like "First Seen" etc. The 6 that the imported asked for worked fine (ID, email etc) It is critical that all of the data is imported. How? Thanks!

1
Eric Fitz
3 years ago
V
VivianConnector
asked in Contacts & Companies

What is the limit on the number of segments Intercom will allow me to filter for? I've had the platform error out on me when creating some complex user groups when filtering for a variety of segments/qualifiers and attributes.

What is the limit on the number of segments Intercom will allow me to filter for? I've had the platform error out on me when creating some complex user groups when filtering for a variety of segments/qualifiers and attributes.

6
V
3 years ago
I
Inter C12New Participant
asked in Contacts & Companies

How do I build my own reports in Intercom?

I like Intercom’s reports but I want to set up a custom view and build my own reports. Can I do that?

1
Eric Fitz
4 years ago
I
Inter C12New Participant
asked in Contacts & Companies

Why can’t I reset my password?

I’ve tried selecting the option to reset my password but the email isn’t coming through. How do I resolve this?

1
Eric Fitz
4 years ago
I
Inter C12New Participant
asked in Contacts & Companies

How do I update a customer’s email address?

My customer has changed their email address but I can’t seem to update it in my Intercom platform. How do I do this?

1
Eric Fitz
4 years ago
I
Inter C12New Participant
asked in Contacts & Companies

What are segments and how do I use them?

I keep seeing an option in Intercom to create a segment - what is a segment? How would I use one if I created it?

1
Eric Fitz
4 years ago
I
Inter C12New Participant
asked in Contacts & Companies

How do I change my notifications?

I’m getting a lot of notifications, how do I change when I get these, or turn some of them off?

1
Eric Fitz
4 years ago
I
Inter C12New Participant
asked in Contacts & Companies

How do I change my email address?

How can I change the email address that I use to log in to Intercom?

1
Eric Fitz
4 years ago
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