Companies

[PointPubMedia]

Hi,

I just activate the CustomerCompanySupport => 1 in Defaults.pm and the menu appear on top.

I'm able to create new companies but I can't see them after I created them.

Under adding a client customer, I can select the company but can't see the company in the companies tab to edit them....

[PointPubMedia]

Just found that I need to put * in the search field

Any way to force a * by default ?

Is it possible to create a new phone ticket and "create" on the fly the client ? Or associate the ticket to a company ?

[crythias]

don't touch Defaults.pm. Copy what you want to Config.pm

Is it possible to create a new phone ticket and "create" on the fly the client ?

Create ... what? a customer? a company? no, not from ticket, as in, no storing of demographics, but yes on creating a ticket to an email...

Or associate the ticket to a company ?

yes, CustomerID is company CustomerID

[PointPubMedia]

Is there any way possible to create a new customer on a phone ticket?

I need to find a way to allow agent to "auto-create" a customer if not already created without having to go under the full process of adding a customer...

[crythias]

I need to find a way to allow agent to "auto-create" a customer if not already created without having to go under the full process of adding a customer...

No, either ignore creation of a customer or create the customer. This also comes back to the point of creating tickets of people who aren't customers. I understand the idea, but then again, I'll create the ticket as an email address for the customer, then if I think about it, I'll create the customer and change the customer for the ticket.

The first time I deal with a new customer, I don't really care. The second time I deal with a customer, I'll create the customer manually.

[PointPubMedia]

Ok, is it possible instead of associating a ticket with a customer, to link it to a company ?

[crythias]

yes. type the customerID associated with the company in the field beneath the body.

[PointPubMedia]

yes. type the customerID associated with the company in the field beneath the body.

But the "From customer" is still mandatory... we are receiving phone call here, not email. I can't ask all client that call for the email. It will be very cool to create a ticket to a company, not a customer.

I would like to be able to create phone ticket to a company and an email ticket to a customer....

[crythias]

we are receiving phone call here, not email

How would I have guessed this?

I can't ask all client that call for the email.

don't, then. create a mail sink. phonenumber+salt@mailinator.com https://www.google.com/search?q=site:fo ... mailinator

I would like to be able to create phone ticket to a company

eh.. okay, but I don't know if this will do what you think it will do. You could create the company as a customer, though.