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.
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 email@example.com with this request.
If you have any other questions, just let me know!
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
|01-20-2020 02:30 AM|