Online Order Notes / Comments and CSI's (TNEW Client)

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

Parents
  • 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.

Reply
  • 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.

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