How to expand customer notes section in my online store?

MikeMcKenna
Visitor
3 0 0

Is there a good app that would allow my store to expand the customer notes section? We do a lot of customer consultations and I would like my staff to be able to share notes within customer profiles to better service our customers and see what has been recommend previously along with purchase history.

 

Thanks,

Mike

Replies 7 (7)

Rob_Huss
Shopify Partner
11 0 0

Hi Mike,

 

I'm just curious  ... did you get anywhere with this? 

 

Have a great day, 

Rob

 

 

MikeMcKenna
Visitor
3 0 0

Hi Rob,

no… nothing really addressing my question. I’m looking to create expanded customer profiles to help with tracking progression as we consult with them.

 

Rob_Huss
Shopify Partner
11 0 0

Hi Mike,

let me play around a little bit and I will contact you asap 🙂

Rob_Huss
Shopify Partner
11 0 0

Hi Mike, 

 

when you click on a customer in the customers section, there's a timeline on the left side where different member can add notes. 

 

Is that what you need?

 

 

MikeMcKenna
Visitor
3 0 0

Thanks Rob, yes we use the notes section currently but I was looking for a more robust profile notes that date/time stamps updates, meta tags, etc. I’ve found a couple apps that help but nothing suitable. Our clients are dogs, so we like to track their progress over time. 

Rob_Huss
Shopify Partner
11 0 0

Got it!

How about we brainstorm a custom app that tackles these issues?

Don't worry, I'll take care of the app development at no cost, and once it's ready, I'll ensure it's available on the app store.

How does that sound to you?

Cheers,

Rob

gr_trading
Shopify Partner
1749 142 186

Hi @MikeMcKenna ,

 

You can use metafield type of metaobject where admin can fill the notes and modify the profile page to show those metaobject entries.

For any custom development WhatsApp or connect at Email ID: gr.trading15@gmail.com for quick consultation. | Shopify Free codes
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