This is a notification from the Help Desk. On Jul 02, 2011 @ 04:36 pm, en@otrs.com wrote: In the admin area go to Customer Company and add a new one (remember the CustomerID), after that you can modify your existing customers or create new ones, and associate them with that company by having the same entry in the CustomerID. Regards, Elva ==Ticket History== On Jul 02, 2011 @ 04:36 pm, mark.shepard@canoe-ventures.com wrote: Elva - Is there an option that must be set to have this dropdown displayed if I'm running v3.0.1? From Admin --> Customer Companies, I set up a few unique companies. If I then go to Admin --> Customers --> Add Customer, the "CustomerID" field is just a normal text entry field... not a dropdown. Thoughts? Thanks, Mark From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Jober Mijares Sent: Thursday, November 18, 2010 2:39 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Thanks I work with the version 2.4.7 But how i make the link between the company and the client. Sorry but i don't find the option --- El mié, 11/17/10, Elva Novoa escribió: De: Elva Novoa Asunto: Re: [otrs] Customer Company A: "User questions and discussions about OTRS." Fecha: miércoles, 17 de noviembre de 2010, 01:15 pm ------ On Jul 02, 2011 @ 04:15 pm, mark.shepard@canoe-ventures.com wrote: Attachment: ------ On Jul 02, 2011 @ 04:15 pm, mark.shepard@canoe-ventures.com wrote: Elva - Hmm, so that brings up another question then. (Thanks again for your help on this.) How can I give my agents access to update customer and company information in case they are logging a ticket for a customer that has not yet been entered into the 'Customers' tab of OTRS (we're not connecting to an external customer DB)? It appears that by default, the Customers and Companies screens are only available to those with an 'admin' role. I tried to dig around, and it looks like I just need to open up AdminCustomerUser, so from Admin --> Sysconfig --> Framework --> Frontend::Admin::ModuleRegistration, I took a look at Frontend::Module###AdminCustomerUser, but the 'Group' already has both 'admin' and 'users'. Yet, those with 'user' permissions cannot access the Customers screen (they get an "Insufficient Rights: Message - No Permission to use this frontend module!" if they try to navigate to <host>/otrs/index.pl?Action=AdminCustomerUser;Nav=Agent). Below is a screen capture of my settings for AdminCustomerUser... your help is much appreciated! -Mark [cid:image002.jpg@01CB92D7.2409D840] From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Elva Novoa Sent: Thursday, December 02, 2010 12:45 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Mark, I don't think that you can make the CustomerID a drop-down in the new ticket screen, but this field is automatically filled when you select a customer, just as the customer information and history. Regards, Elva ------ On Jul 02, 2011 @ 04:15 pm, en@otrs.com wrote: Attachment: ------ On Jul 02, 2011 @ 04:15 pm, en@otrs.com wrote: Mark, The problem is that your "users" group only has ro (read only) permission. If you want your agents defined in the users group to be able to register new customers and companies, just delete the entry "users" from the "Group ro". I attached a part of your same screen shot, highlighting the part your should remove. Regards, Elva ------ On Jul 02, 2011 @ 04:14 pm, en@otrs.com wrote: Mark, I don't think that you can make the CustomerID a drop-down in the new ticket screen, but this field is automatically filled when you select a customer, just as the customer information and history. Regards, Elva ------ On Jul 02, 2011 @ 04:14 pm, mark.shepard@canoe-ventures.com wrote: Elva - This helped tremendously - thank you very much. I now have a dropdown for "CustomerID" (which lists available Companies, as expected) when I create new Customers. That said, I noticed that the "CustomerID" field when creating a new ticket is still a free text field, not a dropdown. Is there any way I can enable all CustomerID fields to become Company dropdowns? Thanks, Mark From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Elva Novoa Sent: Thursday, November 18, 2010 3:56 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Hi Mark, Yes, in the you have to open the Defaults.pm and copy the sections that correspond to $Self->{CustomerUser} and $Self->{CustomerCompany}, paste them into the Config.pm and uncomment the line for customer company support (CustomerCompanySupport => 1,) in Config.pm and you are done! I hope this helps :-) Regards, Elva ------ On Jul 02, 2011 @ 04:14 pm, en@otrs.com wrote: Hi Mark, Yes, in the you have to open the Defaults.pm and copy the sections that correspond to $Self->{CustomerUser} and $Self->{CustomerCompany}, paste them into the Config.pm and uncomment the line for customer company support (CustomerCompanySupport => 1,) in Config.pm and you are done! I hope this helps :-) Regards, Elva ------ On Jul 02, 2011 @ 04:13 pm, en@otrs.com wrote: In the admin area go to Customer Company and add a new one (remember the CustomerID), after that you can modify your existing customers or create new ones, and associate them with that company by having the same entry in the CustomerID. Regards, Elva ------ On Jul 02, 2011 @ 04:13 pm, mark.shepard@canoe-ventures.com wrote: Elva - Is there an option that must be set to have this dropdown displayed if I'm running v3.0.1? From Admin --> Customer Companies, I set up a few unique companies. If I then go to Admin --> Customers --> Add Customer, the "CustomerID" field is just a normal text entry field... not a dropdown. Thoughts? Thanks, Mark From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Jober Mijares Sent: Thursday, November 18, 2010 2:39 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Thanks I work with the version 2.4.7 But how i make the link between the company and the client. Sorry but i don't find the option --- El mié, 11/17/10, Elva Novoa escribió: De: Elva Novoa Asunto: Re: [otrs] Customer Company A: "User questions and discussions about OTRS." Fecha: miércoles, 17 de noviembre de 2010, 01:15 pm ------ On Jul 02, 2011 @ 04:10 pm, mark.shepard@canoe-ventures.com wrote: Attachment: ------ On Jul 02, 2011 @ 04:10 pm, mark.shepard@canoe-ventures.com wrote: Elva - Hmm, so that brings up another question then. (Thanks again for your help on this.) How can I give my agents access to update customer and company information in case they are logging a ticket for a customer that has not yet been entered into the 'Customers' tab of OTRS (we're not connecting to an external customer DB)? It appears that by default, the Customers and Companies screens are only available to those with an 'admin' role. I tried to dig around, and it looks like I just need to open up AdminCustomerUser, so from Admin --> Sysconfig --> Framework --> Frontend::Admin::ModuleRegistration, I took a look at Frontend::Module###AdminCustomerUser, but the 'Group' already has both 'admin' and 'users'. Yet, those with 'user' permissions cannot access the Customers screen (they get an "Insufficient Rights: Message - No Permission to use this frontend module!" if they try to navigate to <host>/otrs/index.pl?Action=AdminCustomerUser;Nav=Agent). Below is a screen capture of my settings for AdminCustomerUser... your help is much appreciated! -Mark [cid:image002.jpg@01CB92D7.2409D840] From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Elva Novoa Sent: Thursday, December 02, 2010 12:45 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Mark, I don't think that you can make the CustomerID a drop-down in the new ticket screen, but this field is automatically filled when you select a customer, just as the customer information and history. Regards, Elva ------ On Jul 02, 2011 @ 04:09 pm, en@otrs.com wrote: Mark, I don't think that you can make the CustomerID a drop-down in the new ticket screen, but this field is automatically filled when you select a customer, just as the customer information and history. Regards, Elva ------ On Jul 02, 2011 @ 04:09 pm, mark.shepard@canoe-ventures.com wrote: Elva - This helped tremendously - thank you very much. I now have a dropdown for "CustomerID" (which lists available Companies, as expected) when I create new Customers. That said, I noticed that the "CustomerID" field when creating a new ticket is still a free text field, not a dropdown. Is there any way I can enable all CustomerID fields to become Company dropdowns? Thanks, Mark From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Elva Novoa Sent: Thursday, November 18, 2010 3:56 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Hi Mark, Yes, in the you have to open the Defaults.pm and copy the sections that correspond to $Self->{CustomerUser} and $Self->{CustomerCompany}, paste them into the Config.pm and uncomment the line for customer company support (CustomerCompanySupport => 1,) in Config.pm and you are done! I hope this helps :-) Regards, Elva ------ On Jul 02, 2011 @ 04:08 pm, en@otrs.com wrote: Hi Mark, Yes, in the you have to open the Defaults.pm and copy the sections that correspond to $Self->{CustomerUser} and $Self->{CustomerCompany}, paste them into the Config.pm and uncomment the line for customer company support (CustomerCompanySupport => 1,) in Config.pm and you are done! I hope this helps :-) Regards, Elva ------ On Jul 02, 2011 @ 04:08 pm, en@otrs.com wrote: In the admin area go to Customer Company and add a new one (remember the CustomerID), after that you can modify your existing customers or create new ones, and associate them with that company by having the same entry in the CustomerID. Regards, Elva ------ On Jul 02, 2011 @ 04:08 pm, mark.shepard@canoe-ventures.com wrote: Elva - Is there an option that must be set to have this dropdown displayed if I'm running v3.0.1? From Admin --> Customer Companies, I set up a few unique companies. If I then go to Admin --> Customers --> Add Customer, the "CustomerID" field is just a normal text entry field... not a dropdown. Thoughts? Thanks, Mark From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Jober Mijares Sent: Thursday, November 18, 2010 2:39 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Thanks I work with the version 2.4.7 But how i make the link between the company and the client. Sorry but i don't find the option --- El mié, 11/17/10, Elva Novoa escribió: De: Elva Novoa Asunto: Re: [otrs] Customer Company A: "User questions and discussions about OTRS." Fecha: miércoles, 17 de noviembre de 2010, 01:15 pm ------ On Jul 02, 2011 @ 03:46 pm, en@otrs.com wrote: Attachment: ------ On Jul 02, 2011 @ 03:46 pm, en@otrs.com wrote: Mark, The problem is that your "users" group only has ro (read only) permission. If you want your agents defined in the users group to be able to register new customers and companies, just delete the entry "users" from the "Group ro". I attached a part of your same screen shot, highlighting the part your should remove. Regards, Elva ------ On Jul 02, 2011 @ 03:42 pm, mark.shepard@canoe-ventures.com wrote: Attachment: ------ On Jul 02, 2011 @ 03:42 pm, mark.shepard@canoe-ventures.com wrote: Elva - Hmm, so that brings up another question then. (Thanks again for your help on this.) How can I give my agents access to update customer and company information in case they are logging a ticket for a customer that has not yet been entered into the 'Customers' tab of OTRS (we're not connecting to an external customer DB)? It appears that by default, the Customers and Companies screens are only available to those with an 'admin' role. I tried to dig around, and it looks like I just need to open up AdminCustomerUser, so from Admin --> Sysconfig --> Framework --> Frontend::Admin::ModuleRegistration, I took a look at Frontend::Module###AdminCustomerUser, but the 'Group' already has both 'admin' and 'users'. Yet, those with 'user' permissions cannot access the Customers screen (they get an "Insufficient Rights: Message - No Permission to use this frontend module!" if they try to navigate to <host>/otrs/index.pl?Action=AdminCustomerUser;Nav=Agent). Below is a screen capture of my settings for AdminCustomerUser... your help is much appreciated! -Mark [cid:image002.jpg@01CB92D7.2409D840] From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Elva Novoa Sent: Thursday, December 02, 2010 12:45 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Mark, I don't think that you can make the CustomerID a drop-down in the new ticket screen, but this field is automatically filled when you select a customer, just as the customer information and history. Regards, Elva ------ On Jul 02, 2011 @ 03:41 pm, en@otrs.com wrote: Mark, I don't think that you can make the CustomerID a drop-down in the new ticket screen, but this field is automatically filled when you select a customer, just as the customer information and history. Regards, Elva ------ On Jul 02, 2011 @ 03:41 pm, mark.shepard@canoe-ventures.com wrote: Elva - This helped tremendously - thank you very much. I now have a dropdown for "CustomerID" (which lists available Companies, as expected) when I create new Customers. That said, I noticed that the "CustomerID" field when creating a new ticket is still a free text field, not a dropdown. Is there any way I can enable all CustomerID fields to become Company dropdowns? Thanks, Mark From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Elva Novoa Sent: Thursday, November 18, 2010 3:56 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Hi Mark, Yes, in the you have to open the Defaults.pm and copy the sections that correspond to $Self->{CustomerUser} and $Self->{CustomerCompany}, paste them into the Config.pm and uncomment the line for customer company support (CustomerCompanySupport => 1,) in Config.pm and you are done! I hope this helps :-) Regards, Elva ------ On Jul 02, 2011 @ 03:41 pm, en@otrs.com wrote: Hi Mark, Yes, in the you have to open the Defaults.pm and copy the sections that correspond to $Self->{CustomerUser} and $Self->{CustomerCompany}, paste them into the Config.pm and uncomment the line for customer company support (CustomerCompanySupport => 1,) in Config.pm and you are done! I hope this helps :-) Regards, Elva ------ On Jul 02, 2011 @ 03:41 pm, en@otrs.com wrote: In the admin area go to Customer Company and add a new one (remember the CustomerID), after that you can modify your existing customers or create new ones, and associate them with that company by having the same entry in the CustomerID. Regards, Elva ------ On Jul 02, 2011 @ 03:41 pm, mark.shepard@canoe-ventures.com wrote: Elva - Is there an option that must be set to have this dropdown displayed if I'm running v3.0.1? From Admin --> Customer Companies, I set up a few unique companies. If I then go to Admin --> Customers --> Add Customer, the "CustomerID" field is just a normal text entry field... not a dropdown. Thoughts? Thanks, Mark From: otrs-bounces@otrs.org [mailto:otrs-bounces@otrs.org] On Behalf Of Jober Mijares Sent: Thursday, November 18, 2010 2:39 PM To: User questions and discussions about OTRS. Subject: Re: [otrs] Customer Company Thanks I work with the version 2.4.7 But how i make the link between the company and the client. Sorry but i don't find the option --- El mié, 11/17/10, Elva Novoa escribió: De: Elva Novoa Asunto: Re: [otrs] Customer Company A: "User questions and discussions about OTRS." Fecha: miércoles, 17 de noviembre de 2010, 01:15 pm ------ On Jul 02, 2011 @ 03:40 pm, ronnamijares@yahoo.com wrote: Thanks I work with the version 2.4.7 But how i make the link between the company and the client. Sorry but i don't find the option --- El mié, 11/17/10, Elva Novoa escribió: De: Elva Novoa Asunto: Re: [otrs] Customer Company A: "User questions and discussions about OTRS." Fecha: miércoles, 17 de noviembre de 2010, 01:15 pm On 11/16/2010 1:51 PM, Jober Mijares wrote:

Then, maybe i'm confused but I thought that the function of the company client, is link several customers in just one company. Hi Jober,

Actually you are right in the definition of Customer Company. You should be able to create more than one customer with the same company, but you need to add customer companies first. What version of OTRS are you using? In OTRS 3.0.1, this field (CustomerID) was changed to be a drop-down when you are adding a new customer, so that you can select a company from the registered ones. I hope this helps! Regards, Elva --------------------------------------------------------------------- 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 ------ This is an automated response. Your issue has been noted. We'll be in touch soon. Please reply to this email or visit the URL below with any additional details. http://itsupport:1111/portal/view-help-request/1571