Mapping a sender email with a real customer

Hello, I'm considering using OTRS for our support system which is linked to a database containing our customers. I have setup OTRS 1.2.4 to use this as the customer_user backend. After I clicked on the "Customer" link of the "Zoom Ticket", I have a screen with two fields and a "Search Customer" link. The first one is filled with the ticket sender email, and the second as well. Problem is : I can't find what the "Search Customer" button does... I would like it to find a real customer (ie a proper customer id, if I understood well) from that email. Thanks for your time, Sylvain Thomas Illicom

On Wed, 27 Oct 2004 18:37:07 +0200, Sylvain Thomas
Hello,
I'm considering using OTRS for our support system which is linked to a database containing our customers. I have setup OTRS 1.2.4 to use this as the customer_user backend. After I clicked on the "Customer" link of the "Zoom Ticket", I have a screen with two fields and a "Search Customer" link. The first one is filled with the ticket sender email, and the second as well. Problem is : I can't find what the "Search Customer" button does... I would like it to find a real customer (ie a proper customer id, if I understood well) from that email.
That particular screen is designed to allow you to set the customer id for a ticket. "Search Customer" will return a list of Customer User and Customer IDs that are potential matches for search criteria you enter in the field. Lets say you want to create a ticket for John Peters but you are not sure of his Customer User or Customer ID. So you type "John" in the Customer User field and hit "Search Customer". You will get a list: John Brown John Doe John Peters You select John Peters and click "Take This Customer". That will populate the field with the correct information for the ticket. Hth, Tyler Hepworth

Tyler Hepworth wrote:
On Wed, 27 Oct 2004 18:37:07 +0200, Sylvain Thomas
wrote: I'm considering using OTRS for our support system which is linked to a database containing our customers. I have setup OTRS 1.2.4 to use this as the customer_user backend. After I clicked on the "Customer" link of the "Zoom Ticket", I have a screen with two fields and a "Search Customer" link. The first one is filled with the ticket sender email, and the second as well. Problem is : I can't find what the "Search Customer" button does... I would like it to find a real customer (ie a proper customer id, if I understood well) from that email.
Thank you for your answer. I have found out that the parameter CustomerUserSearchFields in my customer user backend config in Config.pm does exactly what I want : I have added email in the list of fields and it works as I expected. CustomerUserSearchFields => ['login', 'last_name', 'customer_id', 'email', 'first_name'], Great ! Sylvain

On Thu, 28 Oct 2004 12:23:59 +0200, Sylvain Thomas
Tyler Hepworth wrote:
On Wed, 27 Oct 2004 18:37:07 +0200, Sylvain Thomas
wrote: I'm considering using OTRS for our support system which is linked to a database containing our customers. I have setup OTRS 1.2.4 to use this as the customer_user backend. After I clicked on the "Customer" link of the "Zoom Ticket", I have a screen with two fields and a "Search Customer" link. The first one is filled with the ticket sender email, and the second as well. Problem is : I can't find what the "Search Customer" button does... I would like it to find a real customer (ie a proper customer id, if I understood well) from that email.
Thank you for your answer. I have found out that the parameter CustomerUserSearchFields in my customer user backend config in Config.pm does exactly what I want : I have added email in the list of fields and it works as I expected. CustomerUserSearchFields => ['login', 'last_name', 'customer_id', 'email', 'first_name'],
Great !
Ah yes. All the cryptic little fields in UseCustomerDB. Took me a while to figure those out as well. Needs to be some better documentation on what they do and how to configure (IMO).
participants (2)
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Sylvain Thomas
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Tyler Hepworth