This function may include the creation of new contracts with a customer associated, beginning date and end date, scope, attachments, etc, date of maintenance programed. When those date are close to be up create tickets automatically and notification. When you are trying to create a ticket it validates if the client has contract or not (validating trough the dates).
we have a knowledge base process in OTRS. Unfortunately there's no Operation FAQ::FAQCreate available, so we've to create the new FAQ article manually. To improve the usability of OTRS and the FAQ module, a new GI Operation should be available (e.g.: FAQ::FAQCreate)
We want to be able to book appointments in a team calendar with a variable number of team members. This team calendar should indicate when the maximum amount of available resources (team members) is reached in a same time frame and prevent adding an event in this case. Hence, supposing we have a team calendar composed of 4 agents, it shouldn't be possible to create a fifth event say today between 10:00AM and 11:00AM if ...more »
Do not let every agent in the system see the full list of customer users. You can block access to the customer information center, but the agent will still be able to see every customer in the To: field with auto complete e.g. when writing a new ticket.
It's in business solution, i know.
In the customer information center OTRS displays a list of Customer Users assigned to a certain customer company. The displayed attributes of the Customer Users list cannot be modified. It would perfect if these attributes could be modified on a per agent setting or at least in a global definition.
A new screen on Customer Interface to show unanswered surveys.
The customer clicks on one unanswered survey and is redirected to it.
In case an agent wants to place an own request (to another team also using OTRS) - the agent either needs to send an email or to log on as customer. I suggest to allow agents to create a ticket (as customer) directly within the agent interface. Within the "Ticket" drop down menu there could be "New own ticket" item next to "New Phone ticket" and "New email ticket". By clicking this item similar window than inside customer.pl ...more »
Unfortunately the screen AgentTicketPhoneCommon don't display a customer user selection. As usually all communication screens in OTRS display a customer user selection (e.g. AgentTicketCompose), this is a missing feature in the current implementation. The in- and outbound phone call screens should save the article in the right configuration PLUS display a customer user search to define the FROM in AgentTicketPhoneInbound ...more »
It would be interesting to allow ticket creation with an internal note, ie no accessible by customer. Sometime, we have to create a ticket related to an equipment used or rent by a customer/company but this "link" between customer and ticket is just used for statistics, customer doesn't need access to this ticket and if we have to exchange with customer (it happens), we'd use the reply button in the ticket zoom. ...more »
It would be very interesting to see who changed an article and which content was changed.
If a ticket requires customer information, the ticket contact should periodically receive reminders. After a specific amount of days has passed, the ticket status get automatically marked as e.g. "Closed / No Response". No agent-side action required. The ticket will be set active again, if the customer follows up and answers to the ticket. Related forum topic: http://forums.otterhub.org/viewtopic.php?f=62&t=20922 ...more »
If you use some FAQ article as a template reply to the customer, then you can't keep the original subject of the customer's incoming request. It is always changed to "original subject + the subject of the article from faq". I suggest to remove this functionality (or make it optional), because: 1. It is useless from the point of design and usability (customers usually expect "See more"-like link in the message body, ...more »