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Create a client account from within a Ticket


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Here is our scenario:


We get new leads emailing us to our sales@ account and that goes into the sales department. We do the work and it comes time to send the client an invoice.


So what we have to do is manually add that new client to the system by retyping their name and email address.


If we do this manually 20-30 times a day it adds up on our time....


Is there any module out there or a hook that can automatically grab the client first name, last name and email address from the email, then automatically generate a password for them upon us pressing a button from within the ticket eg "Create client account"


This would save us so much time. If not, is it possible to code using Hooks?

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  • 4 weeks later...

Nevermind, I did it myself in the template code.


This isn't perfect but gets the job done:


Place around like 268 of viewticket.tpl


{if !$reply.userid && !$reply.contactid}<input type="button" value="Create Account" onclick="window.location='clientsadd.php?firstname={$reply.clientname}&email={$reply.clientemail}'" class="btn-small" />{/if}


Don't ask me for any support on this, I just posted to help anyone out in future.

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