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warmer

Member Since 03 Feb 2012
Offline Last Active Dec 17 2019 04:46 PM
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Posts I've Made

In Topic: Registered User Notes That They Can See

10 December 2019 - 02:23 PM

I'm sorry, I thought you were talking about orders.

You want a system where you have notes related to the customer (versus the order)?

Who are these notes for?  Customer or Admin?

 

Yes the notes need to be against a customers account not an order and visible to the customer,   at the moment there are 'staff notes'  we can write against customer accounts that aren't tied to or requiring an order but these are only visible to admin


In Topic: Registered User Notes That They Can See

07 December 2019 - 04:19 PM

Again, as an admin, you can edit customer notes and they should also have visiblity of them.  If you want something more transactional, then a relatively straight-forward addon could be developed specific to your needs.  You can give us your requirements by clicking the "get a quote" link in my signature and we'll give you a quote to meet your needs.  But I'm guessing the built-in functionality will work for what you describe.

 

 

I'm logged in and if I click on a customer profile I can only see 'staff notes'  there aren't any customer notes listed there,  what am I missing?


In Topic: Registered User Notes That They Can See

06 December 2019 - 11:46 AM

I'm wanting to add notes to the customer account,  so they don't have an invoice on the system but I can leave notes there for their record.  I could create empty invoices and add notes that way but this would mess up our invoicing system a bit so really not ideal