Need to add extra information on Hd Ticket page

Frappe Helpdesk
1

We have recently set up Frappe Helpdesk.

I have created a Customer named Imprintnext and linked it to 5 different email addresses (e.g., a@gmail.com, b@gmail.com, c@gmail.com, etc.).

When a ticket is created by a@gmail.com (either directly or by the admin on behalf of the email), I want the system to automatically detect the associated Customer (Imprintnext) and display its details — including private notes and contact information — on the HD Ticket Detail page right part.

How can I achieve this? Please suggest a solution.

2

afaik, it is not possible to add custom sections on the HD Ticket page. As a workaround you may consider these options:

Option 1

  • add a custom text/small text field in HD Ticket and include it in HD Default Template so that it appears in the right panel
  • update the custom field with the Customer Info on HD Ticket using a validate hook
  • Limitations - I think it displays only as Data field, so it may not look too great

Option 2

  • add a custom action as detailed here Custom Actions
  • on click of button, fetch Customer Info from a custom api endpoint and display in Dialog. You will find how to use call and dialog in the documentation

In future, there may be an option to add custom tabs in the HD Ticket