How can I get the Default Customer Search to

V5 Question
1

How do I get the Default Customer Search Entity Screen to ask for a Ticket Type, when I select a Customer? Do I need to make a Custom Customer Search screen?

2

Go to Entities > Entity Screens, edit “Customer Search” Entity Screen, then check “Ask Ticket Type”.

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Now when you Select Customer from the Customer Search Entity Screen, you will be able to select the Ticket Type you want to use:

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1 Like
3

Thank you, but I want it to only display certain Ticket Types, not all of them. Is this possible with using Automation Commands, or do I need to create a custom Customer Search screen.

4

I don’t think it’s possible at all. I looked into this myself a while back as I also wanted to do the same.

5

Is there a change ticket type action?

6

No, there is not a Change Ticket Type Action.

7

Not strictly true, there are two actions where you can change the ticket type, so you might be able to use one of these to help your configuration:

  1. Change Ticket Properties Action
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  2. Set Active Ticket Type
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4 Likes
8

Thanks. I’ll try this.