4.1 [Customer Information Center]
The “Customer Information Center” function allows you to view information about a customer and the customer users belonging to that customer.
You can also see a list of tickets associated with customer users belonging to the customer.
This function allows you to quickly determine, for example, how many tickets you need to respond to for a given customer.
Details of each widget are shown in the following table.
(Table) Details of each widget in the [Customer Information Center]
| Widget | Description | Support | |
|---|---|---|---|
| Japanese | English | ||
| 顧客ユーザー | Customer Users | This widget displays customer users belonging to the customer. In addition, the number of [In Progress] cases displays the count of tickets in Ops I that have statuses corresponding to incomplete, such as "awaiting_approval", "planning", "in_progress", "open", "awaiting_implementation", "declined", "awaiting_backout", and "implementing". The number of [Closed] cases displays the count of tickets in Ops I that have statuses corresponding to completed, such as "closed", "completed", "cancelled", and "closed_with_backout". The following is not supported.
|
△ |
| Assigned CIs | Assigned CIs | A list of configuration items in which the corresponding customer is set as "Customer Company" will be displayed. For details on configuration items, see "[CMDB]". |
〇 |
| 保留期限切れチケット | Reminder Tickets | Ops I tickets that have been in status "pending" for 24 hours are displayed. | 〇 |
| エスカレーションチケット | Escalated Tickets | － | － |
| 新規チケット | New Tickets | Ops I tickets with a status of "new" are displayed. | 〇 |
| 対応中チケット | Open Tickets | This widget displays Ops I tickets with a status of "awaiting_approval", "planning", "in_progress", "open", "awaiting_implementation", "declined", "awaiting_backout", and "implementing". | 〇 |
| 設定 | Settings | Select the widget to be displayed on the [Customer Information Center] screen. | 〇 |
| 企業ステータス | Company Status | This widget displays the number of "Open Tickets", "Closed Tickets", and "All Tickets" tickets. "Escalated Tickets" are not supported. |
△ |
| 顧客情報 | Customer Information | This widget displays customer information. | 〇 |
For details on statuses in Ops I tickets, see “Ticket statuses”.
For details on the Customer Information Center function, see the OTOBO manual.
https://doc.otobo.org/manual/user/11.0/en/content/agent/customers/customer-information-center.html