Searching customer and order notes

Tourist
8 0 11

It would be great if when searching on the CUSTOMERS or ORDERS page,

the search included the notes field of the individual customer or order.

I use the notes feature to keep track of all kinds of things.

The tags feature works for a different kind of grouping.

I want to search for a customer/order by a certain reference I made in the notes field.

 

2 Likes
Shopify Staff
Shopify Staff
555 4 87

Hi Michael!

Liam here from Shopify - thank you for your question/suggestion :)

I can for sure see how it would be useful to search through the notes you or your staff have made during a busy day. The usual way to achieve this ability would be using the tagging method you have suggested. Since this doesn't work for you I'm going to submit this as a feature request. If you'd like to be notified if and when this feature is added to the Shopify POS app, you can email support@shopify.com with this request.

If you have any other questions, just let me know!

Cheers,
Liam

Shopify Guru
support@shopify.com

0 Likes
Excursionist
12 0 6

Is there an update on this? We REALLY need the ability to search the notes field on our orders for regulatory purposes. 

 

Thanks,

Bradley

2 Likes
New Member
1 0 0

This would be an extremely useful feature, not just for Shopify POS, but for ALL Shopify solutions (Web Admin, API, etc). 

0 Likes
Shopify Partner
106 0 11

Seconded!

 

Having the ability to search on custom attribute fields as well!

 

We use these fields to track customer serial numbers and the such.

Shopify expert, software developer and designer.
0 Likes
New Member
2 0 2

Posted this 9 months ago.  Still no search?

0 Likes
New Member
3 0 0

Vote for this as well. Not just for POS but for everywhere.

0 Likes
New Member
5 0 0

Come on shopify  this is elementary stuff 11 months to add a simple search function that could be done in an hours work,  I just don't understand why such a simple very useful feature is overlooked . Hope this gets done soon or at least give us some feedback on the progress.

0 Likes
New Member
5 0 0

I use shopify for selling a membership into a association.

I need to provide a search using an ID and check if they're active or not. The ID is written into Customer Note inside customers info so not sure how to achieve that.

what??
0 Likes
Shopify Partner
660 0 109

Hi all,

The Better Reports app has this capability.

1. From the app home page, open the report 'Order details'

2. Click 'Choose filter...'

3. Select the field 'Note'

4. Type in the text you are searching

Only the matching orders are displayed.

Here is a video showing it in action: https://gifyu.com/image/SriS

0 Likes