Account/Customer Notes

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mtrujillo86
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Account/Customer Notes

Post by mtrujillo86 » Thu Aug 30, 2012 11:05 am

We would like to add notes/history to customer accounts, not orders.

Does anyone have code that will do this or know of a plugin? I understand this is somewhat of a large request and probably doesn't have an easy "turn on" switch.

For instance we have corporate customers we liked to handle in specific ways, it would be helpful to have these additional instructions on their account in a notes panel or something.

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david-ebt
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Re: Account/Customer Notes

Post by david-ebt » Thu Aug 30, 2012 1:25 pm

Take a look at this post:

viewtopic.php?f=47&t=6813&p=36235

It shows you how to add a single comment field to the customer. From there you could just have your admins add a date and their initials with the comment if you needed to track the comments.
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mtrujillo86
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Re: Account/Customer Notes

Post by mtrujillo86 » Thu Aug 30, 2012 2:03 pm

The comment field looks promising, but I just looked at our test system and it's being populated by something and I don't want to overwrite existing data.

For instance, this text is in two of the members:

wUEsTAeyb77B
nX6YdfR9onvZ

Does anyone have an idea why ablecommerce would populate the ac_users.comment column with the text above?

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jmestep
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Re: Account/Customer Notes

Post by jmestep » Fri Aug 31, 2012 6:19 am

If I remember correctly- Able uses it to store an encrypted string when the customer requests a lost password email, then uses in to help verify security when they click on the link in the email to get to the page to enter a new password.
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AbleMods
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Re: Account/Customer Notes

Post by AbleMods » Tue Sep 04, 2012 2:13 pm

jmestep wrote:Able uses it to store an encrypted string when the customer requests a lost password email, then uses in to help verify security when they click on the link in the email to get to the page to enter a new password
That's correct. I got cornered once trying to use that field.

The best way to handle it is to use the User.Settings() class. It's a key-dictionary pair of field name and field value. You could add a new key name for "Comments" and set the value to the textbox contents.
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mtrujillo86
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Re: Account/Customer Notes

Post by mtrujillo86 » Tue Sep 04, 2012 5:09 pm

That was our next choice.

Thank you for the replies, we will use the user.settings().

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