How to Create a New Contact Without Sending an Email Notification
To create a new contact in BoldDesk without triggering an email notification, you’ll need to adjust the email notification settings before adding the contact. This ensures the contact is added silently, without any automated emails being sent during the creation process.
Step-by-Step Guide
- Go to Admin > Email Notification
- In the Contact tab under email notification, toggle the switch to disable Contact Activation and Contact Verification
- Add the new contact by navigating to Contacts > Add Contact. Please refer to this article for more insights.
- Click Add to save the contact.
-
When notifications are disabled, customers will not receive email alerts when a contact is created. However, to grant access to the Customer Portal, the contact’s user account must be manually verified. This step ensures secure access and proper activation. For detailed instructions on how to manually verify a contact, please refer to this article.
-
BoldDesk also offers the option to configure email-only support, allowing customers to communicate exclusively via email. This setup eliminates the need for portal access, enabling users to create and follow up on tickets directly through email. To learn more about setting up email-only support, please refer to this article.
