Set Customer in new Note Window

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PhyrePhoX
Znuny advanced
Posts: 132
Joined: 05 Dec 2007, 10:56
Znuny Version: 5.0.24 (with ITSM Mo

Set Customer in new Note Window

Post by PhyrePhoX »

Hi,

is there a way that would allow me to set the customer in the "note window"? For a better workflow, e.g. we get a call, a ticket is generated ("new call!") without customer assigned. Agent takes ticket, has to write a note and after that, has to click on customer to change/assign it. Would be better if you could do it in the Note window.

Thanks a lot!
OTRS 5.0.24 (with ITSM Modules) and Znuny 6.4.4 in staging
nedmaj
Znuny expert
Posts: 167
Joined: 26 Nov 2014, 20:34
Znuny Version: 6.3.4
Real Name: Samuel Casimiro
Company: Câmara dos Deputados
Contact:

Re: Set Customer in new Note Window

Post by nedmaj »

Hi,

Don't you think is strange to receive a call and do not identify who is on the phone?

Anyway, I didn't find any configuration to show the customer field in the note form. Neither is possible to show the article field in the customer form.

Maybe with some coding...
Samuel

Znuny 6.3.4 | OTRS 5.0.17
OS: Debian 11 | CentOS 6.5
Database: Postgres | Oracle 12.1
Number of agents: 450 | Number of customers: 20000 | Number of CIs: 30000
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