Title: Customer
Last modified: March 15, 2021

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# Customer

 *  [cyphergt](https://wordpress.org/support/users/cyphergt/)
 * (@cyphergt)
 * [5 years, 2 months ago](https://wordpress.org/support/topic/customer/)
 * I setup the system and I’d like to know the following:
 * How do I add a customer?
    Say I have 20 on going clients and I need to open a
   ticket for customer A and another for G?
 * Is it possible to view a customers profile say contact info, documentation, credentials,
   address, etc?
 * Is there a customer dashboard or anything of the sort that would let me see their
   details i.e. how many tickets they have open and closed, documentation, customer
   details etc?
 * When creating a ticket is is possible to assign the ticket to an agent during
   its creation?

Viewing 3 replies - 1 through 3 (of 3 total)

 *  Thread Starter [cyphergt](https://wordpress.org/support/users/cyphergt/)
 * (@cyphergt)
 * [5 years, 2 months ago](https://wordpress.org/support/topic/customer/#post-14184817)
 * Is there any CRM integration?
 *  Thread Starter [cyphergt](https://wordpress.org/support/users/cyphergt/)
 * (@cyphergt)
 * [5 years, 2 months ago](https://wordpress.org/support/topic/customer/#post-14186786)
 * Is there a way to add Woocommerce customer name to a ticket? That way I can look
   up all the tickets that specific customer has opened. The is useful since lots
   of our work is phone support and we create the tickets for the customer from 
   the call then need to tie it back to the customer.
 *  Plugin Contributor [Nikhil G](https://wordpress.org/support/users/nsgawli/)
 * (@nsgawli)
 * [5 years, 2 months ago](https://wordpress.org/support/topic/customer/#post-14187663)
 * Hello,
 * > How do I add a customer? Say I have 20 on going clients and I need to open 
   > a ticket for customer A and another for G?
 * We use wordpress users. All the wordpress users are considered as customers. 
   You can add agents wordpress users as agents in Support Agents setting. Customers
   can create tickets from frontend. Please create a page and add [supportcandy]
   or [wpsc_create_ticket] shortcode.
 * > Is it possible to view a customers profile say contact info, documentation,
   > credentials, address, etc?Is there a customer dashboard or anything of the 
   > sort that would let me see their details i.e. how many tickets they have open
   > and closed, documentation, customer details etc?
 * It is not possible in the current version. This feature will be added in version
   3. We are going to add user profile section. Users and agents can see profiles.
 * > When creating a ticket is is possible to assign the ticket to an agent during
   > its creation?
 * It is not possible in the current version. This feature will be added in version
   3.
 * > Is there any CRM integration?
 * This feature is under the development queue and not scheduled yet. It will be
   available in future updates.

Viewing 3 replies - 1 through 3 (of 3 total)

The topic ‘Customer’ is closed to new replies.

 * ![](https://ps.w.org/supportcandy/assets/icon.svg?rev=2763565)
 * [SupportCandy - Helpdesk & Customer Support Ticket System](https://wordpress.org/plugins/supportcandy/)
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## Tags

 * [client](https://wordpress.org/support/topic-tag/client/)
 * [Customer](https://wordpress.org/support/topic-tag/customer/)

 * 3 replies
 * 2 participants
 * Last reply from: [Nikhil G](https://wordpress.org/support/users/nsgawli/)
 * Last activity: [5 years, 2 months ago](https://wordpress.org/support/topic/customer/#post-14187663)
 * Status: not resolved