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Customer Note

by Amanweb
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Overview

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Customer Note for Magento 2 allows the admin or other admin users to add internal notes for any customer. These notes are available on the order view page and customer view page in the admin.

The extension also allows admin users to add specific notes for any customer, such as "Ship all orders with FedEx" or "Send paper invoice". The admin users can add, edit, and delete notes from the customer view page and order view in the admin. If admin enables model popup from the configuration, then a popup with the Customer Note will appear each time the admin users open an order. It displays all internal notes for the customer who placed an order on the order view page, so the admin user will make order processing accordingly.

 

Available Features:

  • Admin users are able to add an internal note for each customer.
  • Notes allow admin users in future processing of any orders or other purposes.
  • Admin able to add, edit and update comment from customer view page or order view page in admin easily.
  • Admin able to enable Customer Note popup from the configuration.
  • This popup will appear on each order page if there have any notes for that customer who placed an order.
  • Helps in order processing according to notes.
  • Admin is able to check all customer notes from the grid and delete multiple notes at the same time.
  • Admin able to inline edit note from the grid by clicking on any row.
  • Customer note available while creating order from admin. It's available in the bottom after the comment sections.
  • Opens a popup if customer note popup is enabled from customer note configuration.
  • Admin able to check customer note from customer grid directly from customer note column by clicking on the note icon.
  • Admin able to check customer note from order grid directly from customer note column by clicking on the note icon.
  • Admin able to disable Customer Note from Admin -> Store -> Configuration -> Customer note -> General -> Select "No" from Enable module dropdown.
  • Now user able to add order specific comment for guest customer so if there is order placed by a guest user comment will be available for that specific order.
  • Added sorting option for displaying comment on each area now user able to select ascending and descending for displaying comments for each area e.g. Order Grid Popup, Order View Page, Order View Popup, Customer Grid Popup, Customer View Page.

 

How Does Customer Note Work?

Admin users need to add notes for customers on the customer view page or order view page in the admin. Whenever a customer places an order when the admin has already added a Customer Note for that customer, the customer note will appear in a popup so that the admin will be able to process the order accordingly. Admins are able to edit existing notes from the customer view page, order view page, or Customer Note grid from the admin.

Technical Specifications

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Seller profile

Amanweb

Seller contact

E-mail

Current Version

1.0.8

Adobe Commerce platform compatibility

Adobe Commerce (cloud): 2.4 (current)

Adobe Commerce (on-prem): 2.4 (current), 2.3 (obsolete)

Magento Open Source: 2.4 (current), 2.1 (obsolete), 2.2 (obsolete), 2.3 (obsolete)

Type

Stable Build

Updated

29 April, 2023

Categories

Extensions, Content & Customizations

Documentation

Installation Guides

User Guides

License Type

Open Software License 3.0 (OSL-3.0)

Policy

Privacy Policy

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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1.0.8:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Compatible with Magento Open Source : 2.3 2.4
  • Stability: Stable Build
  • Description:

    Fixed import issues
    Fixed issue with customer view update comment
    Added standarization and performance fixes.

1.0.7:

  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Compatible with Magento Open Source : 2.2 2.3 2.4
  • Stability: Stable Build
  • Description:

    Added sorting option for displaying comment on each area now user able to select ascending and descending for displaying comments for each area e.g. Order Grid Popup, Order View Page, Order View Popup.

    Now user able to add order specific comment for guest customer so if there is order placed by a guest user comment will be available for that specific order.

    Improved codes and functionality and coding standards.

1.0.5:

  • Compatible with Magento Open Source : 2.2 2.3 2.4
  • Stability: Stable Build
  • Description:

    Magento version upgrade 2.4.x support

1.0.4:

  • Compatible with Magento Open Source : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Import export functionality added
    Display specific notes in modal popup functionality added
    Fix added for customer grid and order grid to display note icon whenever customer note is available

1.0.3:

  • Compatible with Magento Open Source : 2.2 2.3
  • Stability: Stable Build
  • Description:

    1) Now customer notes available while creating order from admin. Its available in bottom after comment section its also drop a popup if customer note popup is enabled from customer note configuration.
    2) Admin able to check customer notes from order grid directly from customer note column by clicking on note icon.
    3) Admin able to check customer notes from customer grid directly from customer note column by clicking on note icon.
    4) Code improvement added.

1.0.2:

  • Compatible with Magento Open Source : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Compatibility for Magento 2.3.x

1.0.1:

  • Compatible with Magento Open Source : 2.2
  • Stability: Stable Build
  • Description:

    1) Added support for Magento 2.2
    2) Added support for API
    3) Bug fixes

1.0.0:

  • Compatible with Magento Open Source : 2.1
  • Stability: Stable Build
  • Description:

    i) Admin users able to add internal note for each customer. Those notes will help admin users in future processing of any orders or other purposes.
    ii) Admin easily add, edit and update comment from customer view page in admin or order view page in admin.
    iii) Admin able to enable Note popup from configuration. This popup will appear on each order page if their have any notes for that customer who placed order. It will help in order processing according to notes.
    iv) Admin able to check all Customer Note from grid also and able to delete multiple notes at same time.
    v) Admin able to edit note from grid by clicking on any row.
    vi) Admin easily able to disable this feature from Admin -> Store -> Configuration -> Customer note -> General -> Select "No" from Enable module dropdown.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.

Contact Vendor

Q & A

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Reviews

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