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MVT code for accessing "Notes" inside customers?

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  • teedle
    replied
    Thank you everyone for the answers!

    Leave a comment:


  • ids
    replied
    As of 9.13 LSK, there isn't an API function that loads the notes based on customer id and order id. You can load them by order id. But, it seems, the admin screens only load notes based on where you're at. Order tables are just data, so it's almost like there isn't any association with the customer -- even though a customer id exists. So, notes per order id. If in the customer screen, ther must be an admin API function that loads via customer id, but doesn't use the order id. Of course, you could drill down through customer's orders in that tab.

    Bottom line is that there is room for some CRM style improvements. So, IMO, yes. Could be adding or creating confusion.

    Leave a comment:


  • lesliekirk
    replied
    Originally posted by Bruce - PhosphorMedia View Post
    Just entered an order note, and then checked my customer account...and nada was there....but, it was mostly an academic effort.
    Where did you check for the Note? I added a Note to my customer account, it then showed there was 1 Note associated with my account.

    I also noticed that there is a "Notes" in the customer orders, which seems to only hold Notes for Order specific to the order. I have one test order with 2 Notes "Changed order status" and "Created order" - neither of those notes appear in my Customer Account.

    Could this be adding to the confusion as to what the database sees and /or how to find it?

    Leave a comment:


  • Bruce - PhosphorMedia
    replied
    wow...that's useful.../s

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  • ids
    replied
    ....but, it was mostly an academic effort.
    LOL.

    If you drilled down into the customer's orders (Customer account admin screens) and list the orders, turn on the Note Count field, you can drill down to the specific order to see the notes entered for that order because you made it to a screen that can load that data.

    Scott

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  • Bruce - PhosphorMedia
    replied
    Didn't look at the tables...(since I didn't have database viewer on this account). Just entered an order note, and then checked my customer account...and nada was there....but, it was mostly an academic effort.

    Leave a comment:


  • ids
    replied
    There is only one notes table. The keys could be an order id, customer id, and account id. I haven't looked at the LSK for 9.14 (is it out yet?) to see if new notes functions exist to be able to load the info into an email or batch template. In admin, you need to be in a correct screen to have access to the actual note(s). This actually leaves the impression of different containers for the notes.

    Bottom line, to answer teedle's question, it doesn't appear (save 9.14 LSK) you can load notes from a customer id into a batch template report. So, unless 9.14 addressed this, custom fields are the only built-in option.

    Scott

    Leave a comment:


  • Bruce - PhosphorMedia
    replied
    Originally posted by ids View Post

    I did look to see if the customer table stored a notes ID. Unfortunately, it only stores a note count.

    Scott
    I think the those notes are 'Customer' notes...and not the ones on orders. (At least, that how it appears in a quick test.) But yea, just use Customer Order Fields and call it a day.

    Leave a comment:


  • ids
    replied
    I took a quick look at the API. No documentation that I could find for Notes in docs.miva. However, there are API functions to load the notes if you know the note's ID. So the API is fairly thin at the moment. IOW, there doesn't appear to be a way to load a note by customer id -- which is part of the notes table. You could load all the notes associated with the Order ID, however. At this point in time, looks like using the custom fields will give you the most options.

    I did look to see if the customer table stored a notes ID. Unfortunately, it only stores a note count.

    Scott

    Leave a comment:


  • Bruce - PhosphorMedia
    replied
    Originally posted by teedle View Post
    I meant the notes when you go into a customer in the admin. We have people writing in notes for certain customers and we wanna print it with our batches. Maybe just making a note in custom fields is the better way to do this...
    It could very well be better to use custom order fields as you could break them up into different content types. For example, you could have "shipping" notes and output them next to the 'ship to' fields. And then you could have Packing Notes and place them in the next to the item list, etc.

    Leave a comment:


  • teedle
    replied
    I meant the notes when you go into a customer in the admin. We have people writing in notes for certain customers and we wanna print it with our batches. Maybe just making a note in custom fields is the better way to do this...

    Leave a comment:


  • Brennan
    replied
    You can pull notes via the API if you wanted:

    https://docs.miva.com/json-api/funct...ist_load_query

    Let me see what template functions are available to load notes.

    Leave a comment:


  • Bruce - PhosphorMedia
    replied
    Do you mean the admin, order processing 'Notes'? If so, I'm not aware of any SMT code that can do that. (I don't even know of any API calls for that feature since it wouldn't be published in the Source Code Kit.

    If you mean a customer added note via custom fields or one of the "Tool-thingies", that's a different story.

    Leave a comment:


  • teedle
    started a topic MVT code for accessing "Notes" inside customers?

    MVT code for accessing "Notes" inside customers?

    I can't find the answer with google and was wondering if we can get the notes for customers in some way...
    Thanks for reading :)
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