Adding detailed customer details and photos to then be emailed to customer.

Store Design
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1

I work at a shop where we do commission work for customers (painting and upholstery). I need to store information about the client (name, address, number, e-mail) a picture of commission and various details of the commission (fabric, paint colours, cost, dates, etc).

This information would be added emailed to the customer for their records.

I have looked at ‘notes’ in the customer profile and its not suitable.

Any advice would be great.

2

hi @Baggers
For tracking commission work details and emailing customers, you might consider these options:

  1. Shopify Metafields – You can create custom fields for customers or orders to store details like fabric, paint colors, cost, and dates.
  2. Customer Relationship Management (CRM) Apps – Apps like HubSpot, Airtable, or Notion can help manage customer data and send emails.
  3. Order Notes or Draft Orders – If each commission is treated as an order, you can use Order Notes or Draft Orders to store project details.
  4. Custom Shopify App – If you need a fully tailored solution, a simple Shopify app could be built to manage commission details and automate emails.