I want to be able to send different order confirmation emails to new customers than to established customers.
I am already able to put a block in the email template to insert my own 'if' constructs based on order details.
I can get the customer data from the order id, e.g. the customer id, but how can I determine if they are a new customer?
Even if it is getting the customer creation date and checking if it is less than five minutes, I need a technique to determine if they are new from within my template code based on the order information.
Either way your going to just have to do calculations on created_at field in the customer_entity table. If not your going to have to find some specific window to consider customers as "new".
Don't think I'd put said logic in the template file but rather a model and just pass it a block to flag it or not.
Related
I am trying to build an ecommerce site.for the cart functionality I want to alive my cart for multiple devices.For example if I create an account and add some product to my cart using my mobile browser,after that if I use the same account to my pc browser I should see the cart with those product I added using my mobile browser.I donno how to do that or what's the method,can you please help me??
My Preferred Approach
In order to do this, you'll want to create or leverage some sort of profile data source. For example, if you're using a database, you likely have a Users table with a record for each customer. I'd suggest adding a new related table that might look something like this to begin with...
Potential Table Name: UserData
UserID (FK)
DataName (string)
DataValue (string)
So, after logging in, the visitor might add something to their cart. When this happens, you'd have a CartID to work with and then add a record to that table with their UserID and it might look like this in T-SQL.
INSERT INTO [dbo].[UserData] ([UserID],[DataName],[DataValue])
VALUES (12345, 'CartID', 'd501e3de-350c-4c20-92c8-8e71445e1774');
Now, when they log in again anywhere, you'd just query for that UserID to find out if they have a cart pending. If they do, load it up. Just remember to clear that value on checkout.
The beauty of this solution is that you can repurpose it for all kinds of other things.
An Alternative Approach
Just query your Cart table, assuming in your solution you're storing carts before checkout is completed. Find the most recent instance of a cart matching their UserID that hasn't been completed.
On the Accounts form, I want to be able to show all Order Products for that Account and any related Account. My aim is to give the user an easy way to see what has been bought by a customer with several related offices (Accounts).
Any idea how this can be done?
There is a way to do this with a plugin. The general steps would be:
Ensure the view that is used on the order product subgrid on the Account form is not used anywhere else.
Make a unique change to the view columns or filter criteria that will let you distinguish it from other views. For example, you could add a condition of "createdon contains data", which most likely would not be used anywhere else
Create a pre-RetrieveMultiple plugin on Order Product.
In the plugin, get the query from the input parameters and check for the "createdon contains data" condition. If it does not exist, exit the plugin.
If the condition exists, this is the view you want to update. In the query, find the condition that has accountid.
Use the accountid to retrieve related child and parent accounts.
Update the query with a condition checking if accountid is in the list of all the accountids you retrieved.
The query should now return all the relevant order products and display them on the Account form.
This is a rather involved solution with only the high level steps outlined here.
Here is a link that shows an example of modifying a query in a pre-retrievemultple plugin:
https://hachecrm2011.wordpress.com/2013/07/19/filtering-views-by-intercepting-retrieve-multiple-queries-with-a-plugin/
I have a business requirement that execs are really wanting to see. In our lead and email templates we have a few of our products listed. The products themselves are pretty stable but the prices are of course subject to change.
I'm OK with hard coding the product name into email but I was hoping the price could be a slug that get's resolved.
We only have one price list so nothing to worry about there.
I see no way to get access to the product and or price list entities through the data field values dialog.
So my thought was to create the 2-4 fields in the lead and opportunity entities. Then create a background workflow that takes the price from the price list and sets those fields.
Then when an email is generated I can access those hidden fields as they will be available through the lead or opportunity entity.
Any thoughts, concerns, better approaches?
Unfortunately CRM's email template system is not capable of what you describe out of the box. As you have discovered it will only permit you to insert placeholders from, or assocated with, the primary entity. It won't let you insert fields from other entities. What you suggest as a workaround is possible but it's not an ideal solution as you'll have these 2-4 redundant fields on each record type that contain duplicated data from the price list.
If you have any experience with creating custom workflow activities using the SDK then the best solution here is to create a custom activity that accepts either an draft Email or Email template as a input parameter, instantiates the email if required, loads the price list data, and performs your own custom placeholder replacements.
I've done this on a few projects in order to pass multiple entity records into the template, or to insert complex tables into emails by loading data from relationships. See the screenshots below for an example of how I've configured the email template and dialog process to pass both an 'Account' and 'User' record into the email template.
I am writing a magento module for a gateway that authorizes loans as a payment system.
Since there is a relatively high probability the customer will get declined, I chose to implement this using getCheckoutRedirectURL() (placing the loan steps before 'place order' in the checkout flow) so that in the failure case, I can easily return the customer to the payment choice page.
I then do the gateway API call in my redirectAction in my controller.
As a result, I get a URL to open in a lightbox to take the customer through the loan process, as well as some id's from the loan gateway.
I would like to store these additional id's as part of the quote and later copy them to the order when I convert the quote to an order (I did the conversion similar to google checkout - based on a callback from the loan gateway).
However, I cannot figure out how to persist data on the quote.
The obvious way:
$quote->setCustId($custId);
$quote->save();
doesn't work; the additional data does not get stored in the database and hence is not available in the postback handler to convert quote to order.
The same happens for
$quote->setData('custId', $custId);
$quote->save();
(and I assume this is just a more explicit form of the first in the sense that it doesn't use the magic setter/getter)
I've seen references to setAdditionalData (for example, here) but that looks to be available only on payment objects, which I don't think I have yet on the quote (although I could be wrong ?)
Is there any way to store some fields on an order in the database without having to actually add database fields for them ?
You will need to add actual columns to sales_flat_quote table to store extra variables in quote object.
Since the stuff you are making is related to payment method instead I'd suggest you to store those variables in additional_information dataset that is stored to sales_flat_quote_payment table as serialised php array and payment methods can set data to this variable as follows:
$quote->getPayment()->getInfoInstance()->setAdditionalInformation($key, $value);
$order->getPayment()->getInfoInstance()->setAdditionalInformation($key, $value);
see more from app/code/core/Mage/Payment/Model/Info.php
the only downside for this is that it is stored as serialised array at the end which means no direct sql access later if you somehow need to depend on this data, offer filters and such.
We are using Microsoft CRM 4.0 to run a consulting business. Its working pretty well but we want to simplify the way we are doing some things. What we want to do is create an Order (salesorder) with multiple Order Products (salesorderdetal). So good so far.
Next I want to be able associate each Order Product (salesorderdetail) with a Service Activity (serviceappointment), this representing that this billable line item in the order is actually going to be fulfilled as a consuting engagement.
The problem is, I can't seem to be able to create an association between the Order Product (salesorderdetail) and Service Activiy (serviceappointment). It simply doesn't appear in the drop downlist.
Can anyone think of a reason for this? I've seen some posts about relating field mapping between Quote Product, Order Product, Opportunity Product and Invoice Product, but that isn't quite what I am after.
Any suggestions gratefully received - even if it is an explaination of why its not possible.
I created a simple 1:N mapping from Case to Invoice. The Case records its ID and Title in custom fields in the Invoice. Unfortunately this does not allow for product creation as children of the Invoice, so that should be created as a custom code workflow.