Additional field(s) for customer information?

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bha
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Additional field(s) for customer information?

Post by bha » Sun Mar 16, 2008 7:19 pm

Hello,

Does anyone know if there exists or how to create a text field to capture additonal information for customers who have registered? Currently only billing and shipping information are captured. It would be nice to make some contacts notations like "nice guy, but pays late", or "has many returns", or "great customer and likes comic books", or "cell phone is...". This way staff can share experiences dealing with customers.

Thanks,
Bruce.

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jmestep
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Post by jmestep » Mon Mar 17, 2008 6:27 am

That capability ( for merchant entry) is available in the individual order- click on history and notes.
I don't see any customer checkout additional fields. They can input data if you use a product template, but that is on the product page.
Judy Estep
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bha
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Thanks Judy

Post by bha » Mon Mar 17, 2008 6:44 am

Thanks for the response. You, Joe (Solunar), and others are great resources to this forum! Able should retain your (paid) services :D !

The history and notes are great! Merchant access is what I want. The product custom fields I am using the product templates and that seems to be working well.

However, the history and notes only stick with the order. One would have know which of the orders (which could/should be many) the note was created to get to the information. How would one go about creating a field like this on the Users information screen (EditUser.aspx)?

Thanks,
Bruce

keats76
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Post by keats76 » Mon Mar 17, 2008 8:07 am

This question harkens back to a post (viewtopic.php?t=6708) I had a week or so ago. I want to add custom fields to the user profile. Under the Personalization namespace there is an object called "Profile". This object contains a list of name/value pairs that tie back to a userid. I "think" that the profile object could be used to store custom information about a user, but I have yet to receive a response from Able to see if this is the case or not.

If it is the case, then it should be easy enough to edit/create new user profile fields and then display them for update/edit. I haven't gotten around to this bit of my project just yet, so it would be nice to have an answer before I do :).

Looks like it might help you out as well.

Thanks, Mike

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Post by AbleMods » Wed Mar 19, 2008 8:16 pm

There is a data class called Settings that is attached to the User class.

It functions the same way as ProductCustomFields does, so you have the ability to add additional fields to an ac_user record and retrieve those values elsewhere in the system.

Data itself is stored in the ac_UserSettings table.

I designed a nice OptOut flag stored with each user record, so I can easily make any user OptOut of all emailings from a single flag. Adding it to the Edit User page was very simple as well.
Joe Payne
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