I need to tag orders that come in from Magento with the color of enveloppe I used to ship them out. I would like that tag to follow the customer so that the next time Magento sends me an order from the same person, I can use a different color enveloppe (and tag that new color). Basically I would like a way to monitor which color I've shipped to each customer and keep it updated with every new order.
Thank you for taking the time to post this idea @Mohamed! We have tags that you can add to a customer record that will apply to the next order that comes in, there isn’t quite a way to have it the other way around (apply a customer tag to an order and have the customer record retain that tag) or is a two-way street.
We’ll keep your feedback in mind when we update our Customers page, but for now we’d like to see other users chime in (like @Kevin! Thank you!) and add their support for your idea before moving forward.
Here’s something you can try today, if feasible for your operation: You may be able to use the Customer History info when you hover over the recipient name. So if you see they have ordered in the past (and have a customer record), you can perform a Quick Search on their name to pull up their past 1,000 orders in the past 6 months. So for you specific case (thanks for that info!) if you have a pattern to your envelope colors (first order – red, second – blue, third – green, etc), this might be how you can track your envelope colors.
If it isn’t appearing when you hover, go to your Account Display Options in Account Settings, and under Orders there is a setting “Show Customer History on hover”, and make sure that is set to “Show”.
Kevin Pluimer SYNC commented
Agreed! Tags that follow the customer would be awesome.
Is there any way to add the tags, or an internal note, or even the Custom Field 3 to the customer information that pops up when you click on a customer? It says the customers past shipments, etc which is great, but I would LOVE to see one of these things as well because that is how we know what we shipped.
I know I can click on the specific order number to see the notes, tags, and custom fields, but the quick reference is what I am looking for. Is there any way to have this info pulled and placed into that pop up box?