Customer modifications

Manuel Tsiampalos August 14, 2018

Hi all,

I'd have two questions:

Is it somehow possible to change the email address of an existing costumer?

And is it possible to move a costumer to another organization and keep his already created tickets?

 

Thanks in advance.

2 answers

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Jack Brickey
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August 14, 2018

@Manuel Tsiampalos, welcome to the Community. Cloud or server. Server should be as easy as doing so via User Management, cloud is a different story. Searching for the ability to change the email surfaces this thread. Please see if that helps. Yes you can certainly remove a customer from an organization and add them to another. The organization is sort of like a group and has no impact on the existence/non-existence of an issue.

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Milan Chheda [INFOSYSTA]
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August 14, 2018

To answer your first question, yes you can change the email address of an existing customer. 

Just go to Administrator > User Management > Users.

Click on the 'Edit' besides the user whose email you want to change. A popup would appear wherein you can change the name and email address.

 

For your second question, what do you mean by another organization? 

Manuel Tsiampalos August 14, 2018

Thank you very much for your reply.

Following the steps you mentioned I am only able to change the user name but I do not find the option to change the email address.

 

Regarding the second question: the user is listed in an organization which no longer exists and therefore has to be moved to a new one. He currently has already the open requests which should be transferred to the "new" user if possible.

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