How do I set up Online Order Notes/Comments so they go into a CSI automatically? We are a TNEW client.I looked for documentation online but didn't seem to find the procedures/answer. If this setup question is documented could someone point me in the right direction? Thanks in advance-Stephen
Not possible in baseline. A workaround is to use a "checkout survey" to put a custom form on the checkout page (instead of the standard order notes field) that can be processed by a CSI or stored procedure. If you use a CSI, you will always get a CSI for every order, so what you probably want is a stored procedure to process the form and only create the CSI when the form has been populated with user input.
You could create a fun pop form and use a proc to do it. The code to process is simple. I use the a web csi local table and reconcile against completed orders that have been completed (run every 15 minutes, take a second or two to run.) Let me know if you want an example. Finding the best placement for the form is the hard part (interrupt page, pop out form using jQuery, etc) due to the cooks in the kitchen. You don't want to add clicks and make it a pain to complete the order. I would say its a 3 or 4 on the effort/ease scale. Anyway, shoot me an email if you need some tips.