Generate a "customer id" that is based on phone?

[SS113]

Hello all,

I know I can search a customer based on many things but I was wondering how hard would it be to create a "customer ID" based on phone number?

For example I want to use HESK for a "check in" system of my customers as they come in. Customer A gives me his information and his phone number is 555-555-1234. The system then generates the regular ID for the work order but then it also generates a random number based on that phone number so we'll use "CustA123"

3 months from now Customer A comes back and I ask for phone number. Well based on that 555-555-1234 phone, the system will pull up CustA123 with ALL of his work orders that have been placed under that person.

How would this be done?

Thank you!

[Klemen]

You could probably achieve it like this:

1. in settings create a Custom filed named "Phone:"

2. every time enter customer's phone into the "Phone:" custom field

3. you can find all tickets with the phone on the admin main page using the "Find a Ticket" form. Enter the phone number into "Search for" filed and select the custom "Phone:" file in the "Search In" select box.

[SS113]

That seems simple enough!

The question I have now is, would it be possible to have Customer A come in 2-3 months after his initial visit and I can use his old info to start a new order?

For example he already gave me his name, address, phone, and what he needs done. Well can I somehow add a "New order for this customer" button that will take me to the new order and pre-fill his information instead of me asking it again?

Thank you

[Klemen]

Since Hesk wasn't designed to be an order processing script there is no quick way of doing this. You would have to view an old ticket and copy the data from there into the "submit a new ticket" form.

You could also hire someone to write you a mod that would allow you to create new tickets based on old ones. Should be pretty simple for a PHP/MySQL programmer, try www.vworker.com

[SS113]

Thank you for your reply!

Btw: I LOVE 2.3.. I just installed it and testing it out! It's great! I especially like the ability to change statuses of a ticket manually