Can Magento view/manage our customers by their business name in addition to their contact names to find them easily? It is being used for B2B, so when emails go out they are pulling the customer’s name, instead of the company name which is more appropriate.
Is this a global setting?
thanks in advance.
Magento stores business name on the customer's address by default, so it's a little harder to get to.
There's no reason you cannot add another customer field to put the company name on the customer record itself. That way you'll have no problem accessing it, and can change other screens in the system to reflect it.
If you don't want to go to those lengths, you could always implement a method that pulls the company name from the default address, and save it into the session by default, for easier retrieval.
EDIT: Better idea.
Looking through the sales email templates, there are two methods that are used to grab a customer's name:
$order->getCustomerName();
$order->getBillingAddress()->getName();
I don't see any separate references to the company name, so you should be able to substitute these two methods for your own and get the desired outcome. You'll need to create your own module and override the models for customer/address and sales/order (others have covered this in depth elsewhere). Then create methods that look something like this:
public function getCustomerName() {
if($this->getBillingAddress()->getCompany()) {
return $this->getBillingAddress()->getCompany();
}
return parent::getCustomerName();
}
That's the example for sales order, modify accordingly for customer. Now your company names will be used whenever available, and when they aren't the fallback will be to the original implementation (customer name).
Hope that helps!
Thanks,
Joe
You are correct about the universal application. If you did want just the emails, the concern is whether you have access to your custom function where you need it. If there's no object handy, I'm not positive that you will be able to call just any method that you need to.
An approach that would work in this case would be to override the two objects mentioned below, but to instead add a getCompanyName method to them. That way, you'll have the right objects to call, and you can edit the emails specifically to taste.
Related
The following is a basic drools syntax:
$customer : Customer( )
Account( ) from $customer.accounts
As far as I know the first line create a new variable and assign it to the fact.
However I can't quite understand the second line especially what the "Account()" part means...
You have written class Customer, or must know it to understand what's going on here. Presumably it contains a Collection<Account> accounts (see note), which is (by the engine) retrieved one by one so that the rule fires for each Account object contained in Customer's object.
The rule will fire once for each Account object stored in any of the collections contained in all the Customer facts in working memory, with $customer being bound to the containing Customer.
You can bind another variable to Account.
Note: It could also contain a field Account accounts, but I hope the name was chosen carefully.
In Manage Customers tab, by default last 20 registered users are listed with their emails. I would like to hide the list or change it only 1. This is being done to make sure that call center agents are not easily copying customer's email information.
I am very new to this so, if its not too much trouble, provide full path to the file.
Steve
You might want to go a slightly different direction, by developing a set of permissions for your Agents, so that perhaps they can't access the email in the first place, if you don't want them to see that information.
If you want to modify the page size, you can rewrite this class
Mage_Adminhtml_Block_Customer_Grid
And you'll want to override this method:
protected function _preparePage()
{
parent::_preparePage();
$this->getCollection()->setPageSize(1);
}
You may also want to get rid of the pagination dropdown in
app/design/adminhtml/default/default/template/widget/grid.phtml
because it will be confusing for them to see it but when they use it for it to not function.
I have a form that I have users fill out and then it gets e-mailed to me.
I am trying to get an example of how I would create an ID (based on my own conventions) that I can use to keep track of responses (and send back to the user so they can reference it later).
This is the convention I am striving for:
[YEAR]-[SERVICE CODE]-[DATE(MMDD)]-[TIME]
For example: "2012-ABC-0204-1344". I figured to add the TIME convention in the instance that two different users pick the same service on the same date rather than try to figure out how to only apply it IF two users picked the same service on the same date.
So, the scenario is that after the user goes through my wizards inputting their information and then click "Submit" that this unique ID would be created and attached to the model. Maybe something like #Model.UniqueID so that in an e-mail response I send to the user it shows up and says "Reference this ID for any future communication".
Thanks for any advice/help/examples.
In your post action
[HttpPost]
public ActionResult Create(YourModel model)
{
model.UniqueId = GenerateUniqueId(serviceCode);
}
public string GenerateUniqueId(string serviceCode)
{
return string.Format("{0}-{1}-{2}", DateTime.Now.Year, serviceCode, Guid.NewGuid().ToString().Replace("-",""); //remove dashes so its fits into your convention
}
but this seems as I'm missing part of your question. If you really want unique, use a Guid. This is what we've used in the past to give to customers - a guid or a portion of one. IF you use a portion of one ensure you have logic to handle a duplicate key. You don't need to worry about this though if using a full guid. If the idea is just to give to a customer then ignore the rest of the data and just use a guid, since it can easily be looked up in the database.
I am making a site for a client and decided i would use code igniter.
The site essentially has two backends, one for designers, and one for a sales team. So after logging in, the user will be redirected to either
mysite.com/sales/
mysite.com/design/
The sales team for example can view orders, containers, products, therefore i need a controller for each of these.
mysite.com/sales/orders/
The sales need to be able to view, edit, delete certain orders...
mysite.com/sales/orders/vieworder/235433
Basically my problem is i dont have enough url segments to play with.
My thoughts on solving my problem
removing the orders, containers, products classes and making ALL of their methods as methods of the sales class, although this would mean a large number of methods and loading all models so it seemed kind of pointless.
removing the sales/designer classes and controlling what each kind of user has access to based on a user type stored in session data.
a way of having an extra url segment?
I appreciate any advice, I just dont want to get 3 weeks into the project and realise i started wrong from the beginning!
Use folders.
If you make a subfolder in /application/ called sales you can put different controllers in there:
/application/
/sales/
orders.php /* Controller */
/design/
Then in orders.php you will put your vieworders($id) method and so on, and you will be able to acces it with domain.com/sales/orders/vieworders/id.
You can also make subfolders in the /models/ and /views/ to organize your files.
Now, Access Control is something apart and it depends more in the auth system you are using.
Give the user/designer a privilege, a column in the user table for example, check the permission of the user at the beginning of the function, then prevent or execute it.
This would be the exact way i would do it.
Seems like you should have a look into the routing class. Might be a dirty solution but rerouting the sales/(:any) to something like sales_$1 would mean you'd make controllers with names like sales_orders.
Same for the design part.
(FYI: $routing['sales/(:any)'] = 'sales_$1'; should do the trick; see application/config/routing.php).
So, I'm not quite sure how I should structure this in CakePHP to work correctly in the proper MVC form.
Let's, for argument sake, say I have the following data structure which are related in various ways:
Team
Task
Equipment
This is generally how sites are and is quite easy to structure and make in Cake. For example, I would have the a model, controller and view for each item set.
My problem (and I'm sure countless others have had it and already solved it) is that I have a level above the item sets. So, for example:
Department
Team
Task
Equipment
Department
Team
Task
Equipment
Department
Team
Task
Equipment
In my site, I need the ability for someone to view the site at an individual group level as well as move to view it all together (ie, ignore the groups).
So, I have models, views and controls for Depart, Team, Task and Equipment.
How do I structure my site so that from the Department view, someone can select a Department then move around the site to the different views for Team/Task/Equipment showing only those that belong to that particular Department.
In this same format, is there a way to also move around ignoring the department associations?
Hopefully the following example URLs clarifies anything that was unclear:
// View items while disregarding which group-set record they belong to
http://www.example.com/Team/action/id
http://www.example.com/Task/action/id
http://www.example.com/Equipment/action/id
http://www.example.com/Departments
// View items as if only those associated with the selected group-set record exist
http://www.example.com/Department/HR/Team/action/id
http://www.example.com/Department/HR/Task/action/id
http://www.example.com/Department/HR/Equipment/action/id
Can I get the controllers to function in this manner? Is there someone to read so I can figure this out?
Thanks to those that read all this :)
I think I know what you're trying to do. Correct me if I'm wrong:
I built a project manager for myself in which I wanted the URLs to be more logical, so instead of using something like
http://domain.com/project/milestones/add/MyProjectName I could use
http://domain.com/project/MyProjectName/milestones/add
I added a custom route to the end (!important) of my routes so that it catches anything that's not already a route and treats it as a "variable route".
Router::connect('/project/:project/:controller/:action/*', array(), array('project' => '[a-zA-Z0-9\-]+'));
Whatever route you put means that you can't already (or ever) have a controller by that name, for that reason I consider it a good practice to use a singular word instead of a plural. (I have a Projects Controller, so I use "project" to avoid conflicting with it.)
Now, to access the :project parameter anywhere in my app, I use this function in my AppController:
function __currentProject(){
// Finding the current Project's Info
if(isset($this->params['project'])){
App::import('Model', 'Project');
$projectNames = new Project;
$projectNames->contain();
$projectInfo = $projectNames->find('first', array('conditions' => array('Project.slug' => $this->params['project'])));
$project_id = $projectInfo['Project']['id'];
$this->set('project_name_for_layout', $projectInfo['Project']['name']);
return $project_id;
}
}
And I utilize it in my other controllers:
function overview(){
$this->layout = 'project';
// Getting currentProject id from App Controller
$project_id = parent::__currentProject();
// Finding out what time it is and performing queries based on time.
$nowStamp = time();
$nowDate = date('Y-m-d H:i:s' , $nowStamp);
$twoWeeksFromNow = $nowDate + 1209600;
$lateMilestones = $this->Project->Milestone->find('all', array('conditions'=>array('Milestone.project_id' => $project_id, 'Milestone.complete'=> 0, 'Milestone.duedate <'=> $nowDate)));
$this->set(compact('lateMilestones'));
$currentProject = $this->Project->find('all', array('conditions'=>array('Project.slug' => $this->params['project'])));
$this->set(compact('currentProject'));
}
For your project you can try using a route like this at the end of your routes.php file:
Router::connect('/:groupname/:controller/:action/*', array(), array('groupname' => '[a-zA-Z0-9\-]+'));
// Notice I removed "/project" from the beginning. If you put the :groupname first, as I've done in the last example, then you only have one option for these custom url routes.
Then modify the other code to your needs.
If this is a public site, you may want to consider using named variables. This will allow you to define the group on the URL still, but without additional functionality requirements.
http://example.com/team/group:hr
http://example.com/team/action/group:hr/other:var
It may require custom routes too... but it should do the job.
http://book.cakephp.org/view/541/Named-parameters
http://book.cakephp.org/view/542/Defining-Routes
SESSIONS
Since web is stateless, you will need to use sessions (or cookies). The question you will need to ask yourself is how to reflect the selection (or not) of a specific department. It could be as simple as putting a drop down selection in the upper right that reflects ALL, HR, Sales, etc. When the drop down changes, it will set (or clear) the Group session variable.
As for the functionality in the controllers, you just check for the Session. If it is there, you limit the data by the select group. So you would use the same URLs, but the controller or model would manage how the data gets displayed.
// for all functionality use:
http://www.example.com/Team/action/id
http://www.example.com/Task/action/id
http://www.example.com/Equipment/action/id
You don't change the URL to accommodate for the functionality. That would be like using a different URL for every USER wanting to see their ADDRESS, PHONE NUMBER, or BILLING INFO. Where USER would be the group and ADDRESS, PHONE NUMBER< and BILLING INFO would be the item sets.
WITHOUT SESSIONS
The other option would be to put the Group filter on each page. So for example on Team/index view you would have a group drop down to filter the data. It would accomplish the same thing without having to set and clear session variables.
The conclusion is and the key thing to remember is that the functionality does not change nor does the URLs. The only thing that changes is that you will be working with filtered data sets.
Does that make sense?