CTI Integration -> New Ticket & caller history

Our call center product will capture the CustomerID of the caller. I've installed OTRS in our lab, and have been able to integrate it with our backend database. But right now it seems to be a two step process for agents.. 1) Create a new phone ticket 2) Click customer, enter the CustomerID At that point they get a new ticket screen for the caller, as well as the call history displayed at the bottom. That's exactly what we're looking for. Is it possible to get to that screen (a new ticket for CustomerID whatever), and the caller history..from a single step? Either a custom URL (where CustomerID is appended to the URL), or a single webpage that we could script? And yes -- we've contacted OTRS.com to discuss customization. But I'd like to see what I can do on my own. Thanks Bill

Hi Bill, On 08.03.2010, at 20:31, Bill Matthews wrote:
Our call center product will capture the CustomerID of the caller. I've installed OTRS in our lab, and have been able to integrate it with our backend database. But right now it seems to be a two step process for agents..
1) Create a new phone ticket 2) Click customer, enter the CustomerID
At that point they get a new ticket screen for the caller, as well as the call history displayed at the bottom. That's exactly what we're looking for.
Is it possible to get to that screen (a new ticket for CustomerID whatever), and the caller history..from a single step? Either a custom URL (where CustomerID is appended to the URL), or a single webpage that we could script?
And yes -- we've contacted OTRS.com to discuss customization. But I'd like to see what I can do on my own.
you could even go further if your CTI Server is really providing the same Customer ID as used in OTRS. You CTI Client could call a URL like the following: http://localhost/otrs/index.pl?Action=AgentTicketPhone&Subaction=StoreNew&Ex... This would directly result in a new Phone-Ticket window pre-filled with your Customer data - and the history of course :-) And thanks for contacting OTRS.com ;-) Nils Leideck -- Nils Leideck Senior Consultant nils.leideck@leidex.net nils.leideck@otrs.com http://webint.cryptonode.de / a Fractal project

That's absolutely perfect!
Followup question -- is it possible in that URL to specify the queue and
owner? For example the queue might be "TestQueue"?
And for owner, is it possible to have it default to being whoever the logged
in agent is? So if I logged in as bmatthews, then I'm the default owner for
all tickets I create?
Thanks!
On Mon, Mar 8, 2010 at 3:16 PM, Nils Leideck - ITSM wrote: Hi Bill, you could even go further if your CTI Server is really providing the same
Customer ID as used in OTRS.
You CTI Client could call a URL like the following: http://localhost/otrs/index.pl?Action=AgentTicketPhone&Subaction=StoreNew&Ex... This would directly result in a new Phone-Ticket window pre-filled with
your Customer data - and the history of course :-) And thanks for contacting OTRS.com ;-) Nils Leideck

Hi, On 08.03.2010, at 21:48, Bill Matthews wrote:
Followup question -- is it possible in that URL to specify the queue and owner? For example the queue might be "TestQueue"?
And for owner, is it possible to have it default to being whoever the logged in agent is? So if I logged in as bmatthews, then I'm the default owner for all tickets I create?
Thanks!
On Mon, Mar 8, 2010 at 3:16 PM, Nils Leideck - ITSM
wrote: Hi Bill, you could even go further if your CTI Server is really providing the same Customer ID as used in OTRS. You CTI Client could call a URL like the following:
http://localhost/otrs/index.pl?Action=AgentTicketPhone&Subaction=StoreNew&Ex...
This would directly result in a new Phone-Ticket window pre-filled with your Customer data - and the history of course :-)
this is all possible, yes. I recommend to look into the Template Files *.dtl in Kernel/Output/HTML/Standard/ There you can modify the transfer type from post to get, temporary, to see what variables are available, sorry, I do not have them all in mind :-) You should also see: http://doc.otrs.org/2.4/en/html/c2079.html And take of only copy over the files you actually change. OTRS will automatically get the missing files from the Standard theme. This will make upgrading in a later stage much easier. Nils Leideck -- Nils Leideck Senior Consultant nils.leideck@leidex.net nils.leideck@otrs.com http://webint.cryptonode.de / a Fractal project

Thanks, I'm doing some reading on templates. Sounds like a nice feature,
and we'll definitely experiment with that to help customize the theme.
But is that required to set variables via the URL string? If we want to
"set" the Queue or some custom field data (example freetext1) via CTI
manipulating the URL, does that require a custom theme?
Bill
On Tue, Mar 9, 2010 at 2:48 AM, Nils Leideck - ITSM wrote: Hi, this is all possible, yes. I recommend to look into the Template Files
*.dtl in Kernel/Output/HTML/Standard/
There you can modify the transfer type from post to get, temporary, to see
what variables are available, sorry, I do not have them all in mind :-) You should also see: http://doc.otrs.org/2.4/en/html/c2079.html And take of only copy over the files you actually change.
OTRS will automatically get the missing files from the Standard theme. This
will make upgrading in a later stage much easier. Nils Leideck --
Nils Leideck
Senior Consultant nils.leideck@leidex.net
nils.leideck@otrs.com http://webint.cryptonode.de / a Fractal project
participants (2)
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Bill Matthews
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Nils Leideck - ITSM