I've just made the long trek from version 3.3.6 to 6.0.15.

I love the new version's GUI improvements and much of the new functionality, not all of which I've figured out yet!

In particular the Customer / CustomerUser relationship is giving me trouble. I think I understand it (that CustomerID is a "company" or "group" of CustomerUsers). Since we don't need that functionality, (we are "B2C", not "B2B") I have:

in my Config.pm.

In 3.3 when a new/potential customer emailed into our main "info" queue, we would:

  1. copy the customer's email address 
  2. select "Customer" from the menu
  3. Paste the email into both the "CustomerID" and "CustomerUser" input fields

This worked as expected; all the customer's tickets could be found searching by email.

However, now in the "People-Customer" menu popup we can only paste the new email address into Customer User; the CustomerID field is disabled and since the pasted email is new, no Customer ID is available.

My Question:

Is there a way to avoid manually creating a CustomerID / CustomerUser pair for each new client?

I'm fairly sure I'm missing something obvious, but I've spend the last 3 days searching docs, playing with Config.pm, examining the data in ticket & customer_user tables, etc., and I have failed to get it to work as desired. 

I look forward to any help you can give!

Thank you in advance,

MikeM