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Customer notes fields (simple CRM)
 
Joel Hughes
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Hi,
my client will require the ability to add notes against customers via the admin section.

I’ve looked at the admin section but I can’t spot anything obvious at the moment.

Is this something I would need to build in myself or am I missing some other possibilities?

Joel

 
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aximus
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No replies on this?

This would definatly be a simple feature that would make CRM a lot easier.

Sander

 
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freshwebs
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This is something that you’ll need to custom programme yourself, unfortunately. It would be very useful if the Customer was as flexible vis custom attributes as Product is.

Currently I’m working on amending this article (http://www.magentocommerce.com/wiki/custom_account/registration_fields) to see if I can add a ‘Notes’ text area into the main customer overview.

I’d also like the ability to add a ‘category’ wishlist from the admin - so if a customer expressed an interest in a brand rather than a product, I could record this - perhaps a drop down of all categories or brands/manufacturers stocked, etc

Eddie

 
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freshwebs
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Hi,
Here’s something that I cobbled together this afternoon - its based on this thread here -> http://www.magentocommerce.com/wiki/custom_account/registration_fields.

I add 2 text fields (I can’t seem to get it to add text areas!) called Notes & Additional Information. You can see what it looks like from the screen shot. The code is included in the attached zip file.

This code does not touch any core Mage code and is placed in app\code\local\Fws (substitute Fws for your company name, but remember to replace Fws with your company name in the code)

For example in config.xml replace

<Fws_Customer>
            <
version>0.1.1</version>
        </
Fws_Customer>

with

<YourName_Customer>
            <
version>0.1.1</version>
        </
YourName_Customer>

So, remember to replace ‘Fws’ with your company name everywhere you see Fws in the code.

One big fudge is the requirement to temporarily add the following code into register.html in app\design\frontend\default\default\template\customer\form

<?php
/**
 * Create account form template
 *
 * @see Mage_Customer_Block_Form_Register
 */
 
 
$setup = new Mage_Eav_Model_Entity_Setup('core_setup');

    
$setup->addAttribute('customer''additional_info', array(
        
'type' => 'text',
        
'label'    => 'Additional_info',
        
'visible'  => true,
        
'required' => false,
        
'position'     => 1,
    ));

    
$setup->addAttribute('customer''notes', array(
        
'type' => 'text',
        
'label'    => 'Notes',
        
'visible'  => true,
        
'required' => false,
        
'position'     => 1,
    ));
?>

If anyone has the instructions to get this code picked up from the proper setup routine, please feel free to let us know!

I’ve tested this code with Mage v.1.2.0.2 - it seems to work ok but use this with caution & I offer no warranties that this won’t screw your life up completely.

All the best,
Eddie

Image Attachments
mage_customer.jpg
File Attachments
Customer.zip  (File Size: 139KB - Downloads: 333)
 
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sakwoya
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Total Posts:  12
Joined:  2008-01-20
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Hi there
Can you check the zip file as, when I download it, I cannot extract the filesin the subfolders - folder structure is fine but the filese will not extract

Graeme

 
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freshwebs
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Total Posts:  153
Joined:  2008-05-27
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Hi,
I’m not having this problem - of not being able to extract the files (there are only 2 btw, confif.xml & Setup.php).

That said, I’ve rezipped the files and here they are in another archive.

Eddie

File Attachments
Fws_Customer.zip  (File Size: 274KB - Downloads: 372)
 
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gnum
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freshwebservices - 29 January 2009 11:23 AM

One big fudge is the requirement to temporarily add the following code into register.html in app\design\frontend\default\default\template\customer\form

This code need to be executed only once or once per user?

 
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freshwebs
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Hi there,
Just the once NOT once per customer.

Btw, there is also a module called attributes manager -Atts Mgr - that does all this & more & better! Check it out

Eddie

 
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gnum
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Thank you, Eddie.

This module is not installing - “invalid or missing package file”.

 
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freshwebs
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Total Posts:  153
Joined:  2008-05-27
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Sorry,
Can’t help you with that one - I’ve installed it and it worked fine (except for multiple select).
Eddie

 
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lorenzo01
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hello,
based on this post, i’ve created a new customer attribute
how can we display this attribute on the frontend, i’ve tried :  <?php echo $this->htmlEscape($_customer->getAttribute('my_attribute')) ?> but it’s not works..
any helps thanks

 
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HyperBallad
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freshwebservices - 26 February 2009 01:36 AM

Hi there,
Just the once NOT once per customer.

Btw, there is also a module called attributes manager -Atts Mgr - that does all this & more & better! Check it out

Eddie

And do you know how to display these attributes on the sales view page (backend) ?

Thanks,

 
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freshwebs
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Hi,
No, I’ve only ‘messed around’ with the customer view (backend).
Sorry,
Eddie

 
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JDog
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Hi,

This solution is exactly what I need to get my shop up and running.

Problem is that I cannot open either of the zip files. I’m getting an error saying unknown compression format on the config.xml and setup.php

I’m using WinRAR and also used OSX build in tool, but had no joy.

Is there any chance that someone can provide the files unzipped or rezipped so I can give this bad boy a shot!?

Many thanks.

J Dog

 
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Wookman
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We are also looking for a basic CRM (customer relationship mangement directly integrated into Magento via extension) and currently in talks with a potential developer. See here for details (if you like it, make sure to express your interest as we need to show that there is a potential customer base):
http://www.magentocommerce.com/boards/viewthread/213872/

 
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ed29
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Total Posts:  21
Joined:  2009-10-20
 

Something useful for this topic:
http://mydons.com/how-to-add-custom-tabs-to-magento-customer-edit-page/

Basically simple crm need a customer tab with the unlimited note records insert/update/delete,note records should have date/status/text content.

 
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