
HI I'd like to use otrs as a CRM-Tool. Has anybody used otrs as a CRM already? How can one define new fields within otrs, specialy in the area of customer information. You may look at http://crm-ctt.sourceforge.net/index.php?tab=21 which is a CRM with easy field addition capabilities. On the other side it does not have to power of otrs in the field of ticket management. I designed the following raw CRM-process: 1. Contact per - Phone - Email - Letter - Personal contact (Meetings, Events, ...) 2. New customer/contact? 2. Yes or don't know: Collect data (Name, Company) -> List shown with known contacts of persons and companies with similar names. 2.1 New customer/contact? - Yes. Record more information(some may be optional: Phone, First name, Address, Email, Website, Branche/Working area, interested in special topics, Business review/annual reports or link on them, remarks, running contracts, old contracts, asked services (E.g. number of tickets already solved for this customer, IT-Installation, attended trainings, Maintenance log, Debits) - 2. and 2.1 No: Select customer out of list and add additional data if appropriate. 3. New contactperson in same company? - Yes. Collect data - No. Select person out of list 4. From here on use the otrs as it is (Ticketlist, History) 5. New ticket? - Yes. Open new ticket 6. Work on ticket Who is interessted in such a solution? What would be the next steps? Andreas

Hi Andreas, On Tue, Nov 18, 2003 at 11:06:19AM +0100, Andreas Kunzmann wrote:
I'd like to use otrs as a CRM-Tool. Has anybody used otrs as a CRM already?
How can one define new fields within otrs, specialy in the area of customer information. You may look at http://crm-ctt.sourceforge.net/index.php?tab=21 which is a CRM with easy field addition capabilities. On the other side it does not have to power of otrs in the field of ticket management.
If you want to add new customer info fileds, just add new fields. It's possible with the CustomerUserBackend. See also: http://doc.otrs.org/1.1/html/customer-user-backend.html
Andreas
Martin -- ((otrs.de)) :: OTRS GmbH :: Norsk-Data-Str. 1 :: 61352 Bad Homburg http://www.otrs.de/ :: Tel. +49 (0)6172 4832388
participants (2)
-
Andreas Kunzmann
-
Martin Edenhofer