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2 years 8 months ago #150863 by Athanasios Ioannidis
Notes and more was created by Athanasios Ioannidis
I want to make a module on my website in which only salesman will enter to see recent subscriptions on all plans and packages. I have made a column layout in which they can access and see it BUT i need to add some more information like phone of the customer. Furthermore, and most important i want to have aside of each subscription notes in which the login in salesman can enter new details and these details to be known to the admin. We need to track information after phone calls. How is that possible?Thanks

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2 years 8 months ago #150864 by Athanasios Ioannidis
Replied by Athanasios Ioannidis on topic Notes and more
waiting an answer

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2 years 8 months ago #150867 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Notes and more
Hello

For this, you will need to find a developer to implement the custom feature for you I'm unsure how we can give you instructions for a custom development feature like this :(, someone needs Joomla programming skill to implement this feature

Tuan

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2 years 8 months ago #150914 by Athanasios Ioannidis
Replied by Athanasios Ioannidis on topic Notes and more
Is there a way to add a text field in my database to my subcriber's and subscription table? I want this field to be editable in frontend for the user that has the credentials.

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2 years 8 months ago #150916 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Notes and more
I don't understand your last question. Why don't you create custom fields in Membership Pro ? Then use the build-in subscription management feature to edit data of that field for each subscription record?

If you build a custom feature yourself, you will have to program everything yourself

Tuan

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2 years 8 months ago #150922 by Athanasios Ioannidis
Replied by Athanasios Ioannidis on topic Notes and more
We have made a new role that has credentials in ordet to log in to frontend to see the subscription's table. We have added a new text field from custom fields, and now we need all the users with this role to be able to edit that text field from the frontend.
Moreover is there any way to keep a track history of the changes each users will make/ Can the previeous comment remain?

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2 years 8 months ago #150923 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Notes and more
Sorry, for all of this, it is a custom feature and you will have to implement it yourself.

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2 years 8 months ago #150926 by Athanasios Ioannidis
Replied by Athanasios Ioannidis on topic Notes and more
Is there a program like CRM to add to this?

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2 years 8 months ago #150937 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Notes and more
Sorry, I don't have experience with CRM systems, so I don't know if there is any system which can be used to handle your requirements to suggest

Tuan

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