Reports - Customer ID

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rsasurfer
Znuny newbie
Posts: 7
Joined: 22 Mar 2012, 22:09
Znuny Version: 31100
Real Name: Richard
Company: ARC Technologies, LLC

Reports - Customer ID

Post by rsasurfer »

I am not 100% sure what the purpose of the Customer ID however ... is there a way to run a report at the end of the month and filter it by customer ID.

This will help with different properties.

Also, why can I not see the property ID's after I have them inputted. I have created several but wrote them all down as the Customer Companies section seems to be hidden???
mckinnej
Znuny newbie
Posts: 4
Joined: 05 Apr 2012, 15:49
Znuny Version: 3.1.2
Real Name: Jim McKinney
Company: CACI
Location: Florida, USA

Re: Reports - Customer ID

Post by mckinnej »

This confused me as well. Based on this post, viewtopic.php?f=53&t=14864, the intention appears to be a company identifier. The linkage between the customer and company is pretty weak though. I suggested making the company (aka CustomerID) a picklist on the customer screen. That would make the relationship clear.

As far as seeing the companies, enter a wildcard in the Customer Companies screen's search field and it will show them to you. That's the only way I've found to see them.

I'm very new to OTRS, so I don't know what the development atmosphere is like, but I might have one of my developers take a look at it and see if we can make some improvements in this area.
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