Customers

Customers in OTRS are organizations, companies or authorities. The real users are called Customer Users. A fresh OTRS installation contains no customers by default.

Create Customer

Customers can be added by using the links from the main menu and from the action menu.

To add a customer:

  1. Choose a data source.
Select Data Source

Select Data Source

  1. Fill in the required fields.
  2. Click on the Create button.
Add Customer Data

Add Customer Data

The following settings are available when adding a customer. The fields marked with an asterisk are mandatory.

Data Source *

In this section, the data source for storing customers can be selected. Multiple data sources are supported, including external data sources like LDAP.

Note

External data sources can be read-only.

Customer Information

In this section, the full name and the internal name of the customer can be added.

Customer *
The full name of the customer (usually the same as the company name). Any type of characters can be entered into this field, including uppercase letters and spaces.
CustomerID *
The internal name of the customer. Should contain only letters, numbers and some special characters.
Valid *
Set the validity of this customer. Customers can only be used in OTRS if this field is set to valid. Setting this field to invalid or invalid-temporarily will disable the use of the customer.
Address

In this section, the address information of the customer can be added.

Street
The street name of the customer.
Zip
The zip code of the customer.
City
The city of the customer’s headquarters.
Country *
The country of the customer. Choose a country from the list.
Miscellaneous

In this section, additional information about the customer can be added.

URL
The web page or other URL of the customer.
Comment
Add additional information to this customer. It is recommended that you always fill this field with full sentences for better clarity.

Customer List

Use this screen to browse through the valid customers. The customer list is available from the organizer sidebar.

Customer List

Customer List

The customer list has no bulk actions. Clicking on the pencil icon in the column Edit opens the customer edit screen.

It is possible to preview the customer business card by hovering the mouse over the customer ID or name of a customer. Clicking on a customer in the list opens the customer detail view.

Customer Detail View

Use this screen to see the details of a customer. The customer detail view is available when you select a customer from a customer list.

Customer Detail View Widgets

Like other business object detail views, the customer detail view is also highly customizable. Some of the following widgets are displayed with the default installation, but others have to be added in the screen configuration.

Customer Information Widget

This widget shows information about the customer.

Customer Information Widget

Customer Information Widget

The card shows the number of open and closed tickets related to this customer. From the Action section, it is possible to edit the customer. The Map section contains a link to view the customer address on a configured map. The URL in the Web section points to the customer’s website. The Social section contains links to some social media pages or search engines that are related to the customer.

Escalations Widget

This widget lists the customer’s escalated tickets. Escalated tickets are tickets that remain open after the date/time that was set by the customer’s service level agreement; therefore the ticket needs to be worked on immediately.

Clicking on a ticket opens the ticket detail view.

Escalations Widget

Escalations Widget

Reminders Widget

This widget lists the customer’s pending tickets. Pending tickets are set for work at a later date/time by the agent. The reminder time is going to expire soon.

Clicking on a ticket opens the ticket detail view.

Reminders Widget

Reminders Widget

Open Tickets Widget

This widget lists the customer’s open tickets. Open tickets represent the current work to be done by the agent.

Clicking on a ticket opens the ticket detail view.

Open Tickets Widget

Open Tickets Widget

Customer Users Widget

This widget is used to list all customer users that belong to the customer. It is possible to edit the customer user and create tickets directly from the widget.

It is possible to preview a customer user’s business card by hovering the mouse over the username or name of a customer user. Clicking on a customer user in the list opens the customer user detail view.

Customer Users Widget

Customer Users Widget

Ticket List Widget

This widget lists all the tickets of the customer.

Clicking on a ticket opens the ticket detail view.

Ticket List Widget

Ticket List Widget

Customer Detail View Actions

The following actions are available in the customer detail view.

Customer Detail View Actions

Customer Detail View Actions

Organize

This column groups the following actions together:

Edit
This action allows an agent to edit the customer.
People

This column groups the following actions together:

Add Customer User
This action opens the Create Customer User screen in order to add a customer user to this customer.