Create customer from a new ticket

Moderator: crythias

Locked
HervE
Znuny wizard
Posts: 391
Joined: 03 Jan 2011, 17:15
Znuny Version: 3.3.8
Location: France

Create customer from a new ticket

Post by HervE »

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
OTRS 3.3.8 - Windows 7 - IIS7 - SQL Server - Firefox 30
HervE
Znuny wizard
Posts: 391
Joined: 03 Jan 2011, 17:15
Znuny Version: 3.3.8
Location: France

Re: Create customer from a new ticket

Post by HervE »

Can anybody help?

Regards,
HervE
OTRS 3.3.8 - Windows 7 - IIS7 - SQL Server - Firefox 30
crythias
Moderator
Posts: 10170
Joined: 04 May 2010, 18:38
Znuny Version: 5.0.x
Location: SouthWest Florida, USA
Contact:

Re: Create customer from a new ticket

Post by crythias »

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.
OTRS 6.0.x (private/testing/public) on Linux with MySQL database.
Please edit your signature to include your OTRS version, Operating System, and database type.
Click Subscribe Topic below to get notifications. Consider amending your topic title to include [SOLVED] if it is so.
Need help? Before you ask
ThomasBueter
Znuny newbie
Posts: 7
Joined: 28 Jan 2011, 12:32
Znuny Version: 3.0.5

Re: Create customer from a new ticket

Post by ThomasBueter »

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.
HervE
Znuny wizard
Posts: 391
Joined: 03 Jan 2011, 17:15
Znuny Version: 3.3.8
Location: France

Re: Create customer from a new ticket

Post by HervE »

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
OTRS 3.3.8 - Windows 7 - IIS7 - SQL Server - Firefox 30
Locked