Customers Management (CRM) Module

This module allows to manage, find, create, delete, export customers and add custom fields.

When customers are filtered by a mailbox, only customers having conversations in this particular mailbox are displayed.

Custom Fields

Fields of the following types can be added to customers:

  • Dropdown: Classic dropdown list with an option to select one choice.
  • Single line: A traditional textfield.
  • Multi line: A larger text area for longer text.
  • Number: A field allowing to enter only numbers.
  • Date: Date in YYYY-mm-dd format.

Fields marked as “Display in Profile” are displayed in the customer profile.

Exporting Customers

Administrators can export customers (along with their custom fields) into a CSV file.

Deleting Customers

Merging Customers

Just add additional email addresses to the customer and customers will be merged automatically.

Lifetime license for one FreeScout instance
  • Version: 1.0.5
  • Required App Version: 1.6.8
  • Open Source: AGPL-3.0