create a customer record without sending invitation for better support

[Philipp Nick]

I'd like to create a customer record without sending them an invitation. The reason behind this is that our tickets are generated automatically either through emails or by our support team in response to customer calls.

The concept is that once I associate the customer with a ticket, I can view all other tickets in an overview, depending on the applied filters. The advantage here is that this overview allows me to identify duplicate tickets that are still open or to recognize issues that have occurred in the past, providing our support team with insights on how to resolve them.

If there's a seamless workaround, I would greatly appreciate it.

[Jehan Bhathena]

Hi @Philipp Nick ,

Welcome to the Community!

While inviting a user to your site, you can uncheck the "Send Invitation" box. This will create the Customer in your site, but won't send an email notification to that user.

For the "Email requests", you can check the options under "Account creation for customers" (under Product Settings -> Email Requests), and use the option that suits your use case best. If you enable all the customers and Agents to create accounts that will allow the account to get created automatically when a new email is received.