How to use the [ Customer Company ] feature

Hi! I'm on OTRS 2.4.3 but I don't seem to figure out how to put users into a 'company' that I have created under the '[ Customer Company ]' link on the '[ Admin-Area ]' page. If you need to change the 'CustomerID: *' on the '[Customer User Management ]' without a drop-down or anything else, then I don't see the point. What am I missing? Are there any config I need to enable to have this work? Are there any other information I need to give you to help me out here? Or do I have to do the DB thingy mentioned in the manual? It did not seem related to this issue as I see it... Hope you can help me here! -- Stein Erik

Hi,
Customers Users and Customer Company are related in the following way:
When you create a Customer User, there is a field called CustomerID. There
you must write a name of the company where he belongs. When you create a
Customer Company, there is a field also called CustomerID, if you write
there the same name you wrote when creating the Customer User, then that
Customer User will be associated with the Customer Company created.
Leonardo Certuche
On Tue, Dec 1, 2009 at 10:06 AM, Stein Erik Berget
Hi! I'm on OTRS 2.4.3 but I don't seem to figure out how to put users into a 'company' that I have created under the '[ Customer Company ]' link on the '[ Admin-Area ]' page. If you need to change the 'CustomerID: *' on the '[Customer User Management ]' without a drop-down or anything else, then I don't see the point.
What am I missing? Are there any config I need to enable to have this work? Are there any other information I need to give you to help me out here? Or do I have to do the DB thingy mentioned in the manual? It did not seem related to this issue as I see it...
Hope you can help me here!
-- Stein Erik --------------------------------------------------------------------- OTRS mailing list: otrs - Webpage: http://otrs.org/ Archive: http://lists.otrs.org/pipermail/otrs To unsubscribe: http://lists.otrs.org/cgi-bin/listinfo/otrs
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On Tue, 01 Dec 2009 19:38:00 +0100, Leonardo Certuche
Hi,
Thank you for your answer!
Customers Users and Customer Company are related in the following way:
When you create a Customer User, there is a field called CustomerID. There you must write a name of the company where he belongs. When you create a Customer Company, there is a field also called CustomerID, if you write there the same name you wrote when creating the Customer User, then that Customer User will be associated with the Customer Company created.
So basically there is no difference in this feature than it was in the 2.0.4 release. A bit disappointing, but I guess that's life :-) I was hoping on a easier way, some sort of '[ Customer <-> Company ]' menu point. But is there really a advantage of doing the 'Company' thingy? I would also expect to be able to set 'services' and 'SLA' on a 'Company' and not on a 'Customer'. I also find 'Customer' a bit confusing. As I deal with Customers as a Company, and their employees. In our setup we have between 1 and 20 'Customers' for each 'Company', and I would like to mange them as a group namely 'Company'. What do the rest of the community do for a set-up like this? -- Stein Erik

Hi All, Can anyone react on the last question from Stein. I'm also quite new in OTRS and setting up the system. I have a customer with 300 persons per location. All 300 can call and open a ticket at our company. I just want to create a ticket and connect it to a customer (READ COMPANY) and is the user exists in our DB dan select the customer who is call me and otherwise just write a telephone number and name in the customer field. without creating a customer for the person. I don't want to have all 300 employees of my customer in my database and just want to connect the tickets to a company and report to the company which requests we received in X period.... Anyone how this can be done? Thanks! Best, Dave On 1 dec 2009, at 20:06, Stein Erik Berget wrote:
On Tue, 01 Dec 2009 19:38:00 +0100, Leonardo Certuche
wrote: Hi,
Thank you for your answer!
Customers Users and Customer Company are related in the following way:
When you create a Customer User, there is a field called CustomerID. There you must write a name of the company where he belongs. When you create a Customer Company, there is a field also called CustomerID, if you write there the same name you wrote when creating the Customer User, then that Customer User will be associated with the Customer Company created.
So basically there is no difference in this feature than it was in the 2.0.4 release. A bit disappointing, but I guess that's life :-) I was hoping on a easier way, some sort of '[ Customer <-> Company ]' menu point.
But is there really a advantage of doing the 'Company' thingy? I would also expect to be able to set 'services' and 'SLA' on a 'Company' and not on a 'Customer'. I also find 'Customer' a bit confusing. As I deal with Customers as a Company, and their employees. In our setup we have between 1 and 20 'Customers' for each 'Company', and I would like to mange them as a group namely 'Company'.
What do the rest of the community do for a set-up like this?
-- Stein Erik --------------------------------------------------------------------- OTRS mailing list: otrs - Webpage: http://otrs.org/ Archive: http://lists.otrs.org/pipermail/otrs To unsubscribe: http://lists.otrs.org/cgi-bin/listinfo/otrs
NEW! ENTERPRISE SUBSCRIPTION - Get more information NOW! http://www.otrs.com/en/support/enterprise-subscription/
participants (3)
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Dave Lageweg
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Leonardo Certuche
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Stein Erik Berget