[solved] CustomerID at the time of creating customer user.

[nyotrs]

Hi everyone,

Got a couple more questions as we try to put OTRS into production:

1) by uncommenting the line "CustomerCompanySupport => 1" in /opt/otrs/Kernel/Config/Config.pm, the CustomerID field shows up as a dropdown list at the time of customer user creation. Can we modify this dropdown list to show either the CustomerID or the customer company name (not both like the default)?

2) [viewtopic.php?f=61&p=46557] by modifying the "sub_Overview" section in /opt/otrs/Kernel/Modules/AdminCustomerCompany.pm, we can make "Customer Company Management" page run a default wildcard search, however we seem to lose the ability to search for a particular customer after that. No matter what we type into search box, the result is always the full list of customers. Can we retain both functionalities (displaying the full list and yet allows to search for a specific company)?

3) is it possible to prevent agents from modifying "My Queues" and "Email settings" in preferences (or maybe hide those 2 sections)?

Thanks!

[crythias]

Can we modify this dropdown list to show either the CustomerID or the customer company name (not both like the default)?

Probably possible in the code. It's not (as far as I know) configurable.

Can we retain both functionalities (displaying the full list and yet allows to search for a specific company)?

Probably. Show your changes with respect to this and the answer might be more reasonable.

is it possible to prevent agents from modifying "My Queues" and "Email settings" in preferences (or maybe hide those 2 sections)?

Edit Config Settings in Ticket -> Frontend::Agent::Preferences

[nyotrs]

Hi Crythias,

Can we modify this dropdown list to show either the CustomerID or the customer company name (not both like the default)?

Probably possible in the code. It's not (as far as I know) configurable.

Can you point us to where the code is for this?

Can we retain both functionalities (displaying the full list and yet allows to search for a specific company)?

Probably. Show your changes with respect to this and the answer might be more reasonable.

Nevermind about this. We made a mistake, the answer given by user "Joool" in the thread viewtopic.php?f=61&p=46557 worked.

is it possible to prevent agents from modifying "My Queues" and "Email settings" in preferences (or maybe hide those 2 sections)?

Edit Config Settings in Ticket -> Frontend::Agent::Preferences

Thanks, this was easy

[crythias]

Can you point us to where the code is for this?

Actually, it is configurable:

Code: Select all

$Self->{CustomerCompany} = {
#other configuration entries not shown here
CustomerCompanyListFields      => [ 'customer_id', 'name' ],
#... rest of entries
};
 

(copy/paste from Defaults.pm to Config.pm and edit.)

[nyotrs]

Hi Crythias,

Thanks for the quick reply again.

Actually, it is configurable:

Code: Select all

$Self->{CustomerCompany} = {
#other configuration entries not shown here
CustomerCompanyListFields      => [ 'customer_id', 'name' ],
#... rest of entries
};
 

(copy/paste from Defaults.pm to Config.pm and edit.)

I just tested by changing the CustomerCompanyListFields line, but the result is the same: at the customer user creation screen, the customerID drop down list still shows both customerID and company name.

Code: Select all

    $Self->{CustomerCompany} = {
# code omitted
        CustomerCompanyListFields => [ 'customer_id' ],
# code omitted

Am I doing something wrong?

[crythias]

Not that I know...
check out Kernel/System/CustomerCompany.pm,
sub CustomerCompanyList

This may be a cache issue, though.

[nyotrs]

Hi Crythias,

You were right on, it was a cache issue. The drop down list now correctly displays only customerID (which is what we'd like).

Thanks again!