Create customer edit/update/audit log to show changes to email addresses, phone numbers, notes, etc

Can the order log be expanded to include and track any actions performed on an order i.e., emailing an invoice to a customer, updating the email address, updating the notification banner etc.

1 Like

Thanks for the suggestion, Ru.

Invoice emails sent to customers should already be in the log, a bit like this:

Screenshot 2024-07-08 at 15.37.02

When you say “updating the email address”, do you mean the customer account email or the email address specifically associated with a single order?

And when you say “the notification banner”, what are you referring to? Is this what is called “private alert notes” in Breww, or something else?

Cheers.

@ru-battersby could you please get back to me on the above so that I can be sure that I’ve correctly understood what you’re looking for? Thank you.

Afternoon - apologies for the delay, I’ve been on A/L!

Yes this is exactly what we meant. We hadn’t seen this feature available previously so it displaying here it exactly what we needed.

Thanks (and also sorry for my slow response).

We’re happy to create a log that would show these changes, but I must admit that I don’t think this should be part of the order log as such.

Each order has its own log of changes applicable to each order, but the two fields that you’ve asked to have included are part of the Customer data. I think a customer log would be a better place to log these, rather than merging them into the order log for some (or all) orders for the customer… if that makes sense?

I’ll adjust the title of this request to hopefully help it pick up more votes and we’ll see what we can do :+1: