How contact loyalty works

To set up loyalty for a contact:

1. Click the contact's name.
2. Click the pencil icon to edit.
3. In the menu, select the company related to the service.
4. Enable Activate loyalty for this company.
5. Choose the user and desk for this loyalty assignment.
6. If needed, set the procedure for when the user is offline.
7. Save the changes.

The same contact can be set up as loyal for more than one company by repeating this process.

To disable loyalty:

1. Open the contact for editing.
2. Select the related company.
3. Uncheck the loyalty option.
4. Save the changes.

To check loyalty status:

1. Open the contact for editing.
2. Select the company.
3. Check whether Activate loyalty for this company is selected.