[rt-users] Support Contract Client Check

[Raed El-Hames]

Walid:

I've done something similar but my approach was slightly different.
My customers in most cases have more than one contact, so for  every customer I created a group, and added their contacts as members of their group, the group name is the customer name, and I added a couple of group custom fields, contract_name and contract_expire_date.
When any of the contacts create a ticket, there is a global scrip that identify the requestor and if it belongs to a customer group it populates a ticket custom field customer_name with the name of the group the requestor belongs to, it also populates ticket custom fields relating to  contract name and expire grabbed from the group custom fields.

To keep my RT in sync with the CRM system (to update the customer and contract information), I run daily script that export this info from CRM and update the group custom fields within my RT.

Hope this helps.

Regards;
Roy

From: rt-users-bounces at lists.bestpractical.com [mailto:rt-users-bounces at lists.bestpractical.com] On Behalf Of Walid Haider
Sent: 24 March 2011 11:54
To: rt-users at lists.bestpractical.com
Subject: [rt-users] Support Contract Client Check

Hi,

I am running RT 3.8.4 and have created a custom field, with a list of all our clients, so that the client name is selected from the list when creating or updating a ticket.

I am now looking to implement a way of checking if the client's support contract has not expired (and perhaps even, displaying a message informing the RT user that the client's contract has expired and also highlighting the custom field in red - under ticket metadata - when viewing existing tickets referring to clients that do not have valid support contract).

This support contract information is available in an excel spreadsheet that I could either:

*         link to RT in some way (of course, the danger here is that in order for this to work, the name of client must be exactly the same as in RT) or;

*         update the support contract information in RT form time to time (probably safer this way)

In future, I would also like to allow our clients to be able to view and update their own tickets, and would also like to deny access (automatically, based on the check above) if the support contract has expired - possibly displaying a message informing the user that why the access was denied.

I would really appreciate in if someone could point me in the right direction.

Thanks and regards,
Walid
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