1. User's Guide (ITSM Operation Manual) >
  2. 4. [Customers]

4. [Customers]

The “Customers” function allows you to view information about your customers and customer users. You can also register and change customer information.
For details, see the OTOBO manual.
https://doc.otobo.org/manual/user/11.0/en/content/agent/customers.html

Chapter structure

4.1 [Customer Information Center]
4.2 [Customer User Information Center]
4.3 [Customer Administration]

JP1 Cloud Service/Operations Integration User's Guide (ITSM Operation Manual)
Operations
Integration
  • Home
  • Introduction
  • Changes
  • Contents
  • 1. Overview
    • 1.1 Supported functions
    • 1.2 Prerequisite knowledge
      • 1.2.1 Log in/log out
      • 1.2.2 Roles (by function)
      • 1.2.3 Screen structure
    • 1.3 Preparation
      • 1.3.1 [User Profile]
      • 1.3.2 [Notification Settings]
      • 1.3.3 [Miscellaneous]
    • 1.4 Temporary restrictions
  • 2. Use Cases
    • 2.1 Use cases for FAQ articles (knowledge)
    • 2.2 Use cases for configuration management (CMDB)
      • 2.2.1 Define configuration item classes and managed items
      • 2.2.2 Create, browse, update, and delete configuration items
      • 2.2.3 Update by exporting and importing a list of configuration items
      • 2.2.4 Associations between configuration items
    • 2.3 Use cases for incident management
    • 2.4 Use cases for statistics
      • 2.4.1 Ticket list statistics
      • 2.4.2 Aggregate statistics
    • 2.5 Use cases for customer management
    • 2.6 Use cases for notifications and email-based ticket creation
      • 2.6.1 Notification using the Ops I notification function
      • 2.6.2 Notification using an email server
      • 2.6.3 Email-based ticket creation
  • 3. [Dashboard]
  • 4. [Customers]
    • 4.1 [Customer Information Center]
    • 4.2 [Customer User Information Center]
    • 4.3 [Customer Administration]
      • 4.3.1 Customer registration
  • 5. [Tickets]
    • 5.1 [Tickets] prerequisite knowledge
    • 5.2 [Queue view]
    • 5.3 [Status view]
    • 5.4 [Search]
    • 5.5 Ticket Zoom screen
      • 5.5.1 Linking tickets
  • 6. [FAQ]
    • 6.1 [FAQ] preparation
    • 6.2 [Explorer]
    • 6.3 [New]
    • 6.4 [Journal]
    • 6.5 [Language Management]
    • 6.6 [Category Management]
    • 6.7 [Search]
    • 6.8 FAQ Zoom screen
  • 7. [CMDB]
    • 7.1 [Overview]
      • 7.1.1 [History] (version management)
      • 7.1.2 [Edit]
      • 7.1.3 [Link]
      • 7.1.4 [Delete]
    • 7.2 [New]
    • 7.3 [Search]
    • 7.4 Management functions
      • 7.4.1 Class management
      • 7.4.2 Create fields
      • 7.4.3 Import/Export
  • 8. [Reports]
    • 8.1 [Statistics]
      • 8.1.1 Manage statistics
      • 8.1.2 Create statistics
      • 8.1.3 Edit statistics
      • 8.1.4 Run statistics
  • 9. [Admin]
    • 9.1 Create and edit the contact person
    • 9.2 Set calendars
    • 9.3 Manage SLAs
    • 9.4 Register GenericAgent
    • 9.5 Manage ticket notifications
  • 10. Appendix
    • 10.1 Version changes
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