Hello,
Is there a way to create a new customer (of an existing company / of a new company) directly from an incoming mail (i.e. from a new ticket)?
I want to avoid this heavy procedure:
-copy the email address
-click on "Customer" icon
-click on "Create" button
-fill in the form (paste the email address) and submit
-go back to my new ticket
-modify the customer of this ticket.
Regards,
HervE
Create customer from a new ticket
Moderator: crythias
Create customer from a new ticket
OTRS 3.3.8 - Windows 7 - IIS7 - SQL Server - Firefox 30
Re: Create customer from a new ticket
Can anybody help?
Regards,
HervE
Regards,
HervE
OTRS 3.3.8 - Windows 7 - IIS7 - SQL Server - Firefox 30
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Re: Create customer from a new ticket
Customers are somewhat created when the email comes in. Click his customerID from the ticket, if I recall correctly. Or, otherwise, I don't think so.
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Re: Create customer from a new ticket
nah, the customer has to exist beforehand in order for the customer to be created.
Im too interested in a solution, which does not involve LDAP or SQL integration, but rather uses the information provided by a ticket. Customer sends mail -> Customer is being created, when you open the ticket, it should promp you for an userid. That would be nice, but I guess it is very tricky and not a often-asked for feature.
Im too interested in a solution, which does not involve LDAP or SQL integration, but rather uses the information provided by a ticket. Customer sends mail -> Customer is being created, when you open the ticket, it should promp you for an userid. That would be nice, but I guess it is very tricky and not a often-asked for feature.
Re: Create customer from a new ticket
Thomas is right.
When the email comes in, customer is not created, only customerID field is filled (in Ticket entity).
Clicking this customerID allows you to modify the customer to an existing one - not a new one.
I don't think it would be tricky to redirect to customer creation page, with the email address field already filled.
What would be tricky... is to automatically assign this newly created customer to the ticket afterwards
Regards,
HervE
When the email comes in, customer is not created, only customerID field is filled (in Ticket entity).
Clicking this customerID allows you to modify the customer to an existing one - not a new one.
I don't think it would be tricky to redirect to customer creation page, with the email address field already filled.
What would be tricky... is to automatically assign this newly created customer to the ticket afterwards

Regards,
HervE
OTRS 3.3.8 - Windows 7 - IIS7 - SQL Server - Firefox 30