Announcement

Collapse
No announcement yet.

Additional Customer Info

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Additional Customer Info

    Wondered if anyone else has looked at this. I would like to be able to store and pull up some personal information about customers so that when they make a phone order I can see that information -- i.e., in our case to store and see their birds' names and type makes a good impression if you can recall and talk with them about that information. When you pull up a customer record for an order, there is "Other Information" at the bottom which lists any Customer Group or Tax status -- would love to find a way to list other information in this space as well - or to cross reference their information into some other software/module if I have to. Thoughts?
    Joe Arbogast
    http://www.birdsafestore.com

  • #2
    I see a comments section, additional field 1, 2 and 3. Perhaps I am not understanding what you are looking for.
    http://www.pack-secure.com

    Packaging and Shipping Supply Specialists

    Comment


    • #3
      Pack Secure -- thanks, but I do not see that on my Phone Order Page when I pull up a customer record.
      Joe Arbogast
      http://www.birdsafestore.com

      Comment


      • #4
        When we do a phone order we pull up the customer by name and that has the above fields I mentioned. Then we use the drop down to start a phone order.
        http://www.pack-secure.com

        Packaging and Shipping Supply Specialists

        Comment


        • #5
          Originally posted by Pack Secure View Post
          When we do a phone order we pull up the customer by name and that has the above fields I mentioned. Then we use the drop down to start a phone order.
          THAT is a pretty sweet and simple deal. I just checked it out after reading this post. This kind of stuff is helpful to a new person ( me ) not used to these kind of features.

          Question for you though. So you get a phone phone order from some one with no account to pull up and no email address. Does guest check out on phone orders still require an email address?

          Comment


          • #6
            Originally posted by Pack Secure View Post
            When we do a phone order we pull up the customer by name and that has the above fields I mentioned. Then we use the drop down to start a phone order.

            Thanks for that -- that works - though if you have a last name that is common and you have a lot of in your database, the search can take a couple of extra steps at times. I wish you could search by first AND last name in the search box and have the results a bit more refined.
            Joe Arbogast
            http://www.birdsafestore.com

            Comment


            • #7
              My pleasure. If you click advanced search, it does first and last name with some other options, as well.
              http://www.pack-secure.com

              Packaging and Shipping Supply Specialists

              Comment

              Working...
              X