we do have RT in use for Service and marketing contacts.
Now we need to achieve the following:
There are 2 major user groups:
Customers - They are in the user table and get synchronized with the ERP system.
For them there is already a pitfall when they do not have email adress. We inserted dummy email adresses for now.
Leads: We want to track those in RT. But they shuld not be in the ERP.
Our call agents shell
- Check if person is konwn
- If not add them to user table including some adress data and custom fields
- entered users should get a separate group e.G. “leads”
- Create tickets for this persons.
What is the best way to substitute the auto creation with a new user creation dialog?