Our contact page includes a NetSuite Case form which allows us to direct workflows to the proper department within our company (i.e. warranty, sales, etc.). However, NetSuite does not create contacts with this information, opting instead to keep them all in "Anonymous Customer". However this makes things difficult if we need to bring the person into the system as a new customer or potential lead.
Is there any way to convert info submitted by a user online via a case form into a contact?
NetSuite creates a new anonymous customer if the company submitted in the case form doesn't exist or if the company is not submitted. If you have the Company Name field added to your form and the form is submitted with an existing Company name, a new contact is created for that company. You can also pass the company name by parameter in the url using &companyname=mycompany and a new contact will be created in that company with the information submitted in the case form.
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I am making a CRM for my business as a Realtor. I currently have the database connected to the site and I can add, remove, and update the contacts. Each contact will be assigned a "type." Like one type of contact may be a FSBO or one may be a buyer.
What I want to do is have a page that tells me if I need to do something like send an email or text to one of them that day. I have a predetermined campaign for each type. The FSBO type needs to be sent certain text messages on certain days depending on when they were added to the database.
So my question is how do I setup reminders to be displayed on the page showing me who needs what sent to them? Just a little confused about how to set up adding the campaign to each contact and then how to query the database to get the reminders due.
We have an ERP integration which has data sovereignty. All changes are made through the ERP.
The problem now is that orders go to the mail of the main account and not to that of the contact who placed the order.
The ERP only has a logic of customer accounts with contacts, but no email address for the main contact. So we had to create fake email addresses. Also, the ERP has no authorization logic. Meaning there is no admin or anything like that. So we can't just take the first user for example, because this could also be deactivated.
So I do know, that this how B2B Suite is designed, but it doesn't fit our needs.
What's the best way now to send the email to the account of the ordering contact, or at least a copy?
The B2B-Suite currently always assigns the order to the customer account. However, the information about which contact placed the order is stored in the b2b tables.
I would suggest that to follow this guide Add data to mails.
With the order-data, you could load the B2B-order-context and the Contact-Information and replace the recipients with the correct email.
Useful services would be:
Shopware\B2B\Order\FrameworkOrderContextRepository::fetchOneOrderContextByReferencedOrderId()
Shopware\B2B\StoreFrontAuthentication\Framework\StoreFrontAuthenticationRepository::fetchAuthenticationById()
Shopware\B2B\StoreFrontAuthentication\Framework\IdentityChainIdentityLoader::fetchIdentityByAuthentication()
What is the suggested approach to restrict a customer viewing a PLP, based on the user group assigned to the CategoryModel?
For example, let's say a category with code "c012345" is assigned to the user group "promoPreviewCustomers". I have two registered customers who are a part of the customergroup but only one customer is in the promoPreviewCustomers group.
Only the customer who is in a promoPreviewCustomers group, should be able to see the PLP of the category page c012345.
Our initial thought was to drive this through a personalisation rule within Commerce.
What are other people's thoughts on how this should be implemented within Spartacus, given that the product search API does not take into account the logged in customer?
Any restriction done only in Spartacus will be only for the UX as true restriction can only be done in the backend. Therefore, the best approach would be to drive this behavior with personalization within Commerce
I am designing a donation form for a political campaign. Usually, with a donation paypal link, I do not require specific information about the user. However, with political campaign donations, there are laws that I need to observe.
I cannot seem to find information on how to add some mandatory fields to my form and still have a paypal submit option. I need to know the person's name, address, phone number, and business name.
Ideas?
Paypal's documentation describes how to add one or more text fields to a donation button link to doc
But a heads up - we've been using this successfully for years and just recently we have been getting an increasing number of transactions where this field is not being sent through to the transaction detail. We suspect that it may be that paypal has been streamlining their donation flow and are no longer recognizing these added fields.
I am looking for some guidance regarding SharePoint 2010 lists.
Scenario:
Let's say this is List-A having details of user profile.
Let's say it is List-B which has some other data and I have one column having user email address, in this list on form load event when user login it just fetch user email address. In this list I have to introduce one column that wil bring details from user profile list on the basis of email address. If email address doesn't exist in List-A then column will remain blank otherwise it will show user required text in the same column.
I hope that I have given enough details what I required.
Any idea would be great.
Furthermore, I don't have visual studio installed that's why I cannot do programing therefore any other workaround idea would be great.
Thanks in advance.
Use the SPServices Library based on Jquery. You can do this on client side by editing the form in SharePoint Designer.
Look at this function SPCascadeDropdowns()
http://spservices.codeplex.com/wikipage?title=%24().SPServices.SPCascadeDropdowns