{"id":293848,"date":"2021-07-02T12:08:13","date_gmt":"2021-07-02T12:08:13","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=293848"},"modified":"2023-01-17T13:38:08","modified_gmt":"2023-01-17T13:38:08","slug":"uvdesk-notes-on-customer","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/uvdesk-notes-on-customer\/","title":{"rendered":"UVdesk- Notes on Customer"},"content":{"rendered":"\n<p>Reporting delivering item refreshes, forthcoming deals, or impending occasions, advancing the most recent pattern, and as well as another designated Notes on Customer for UVdesk is an extraordinary way to deal with kick your business to a higher level.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Introduction- Notes on Customer<\/strong><\/h2>\n\n\n\n<p><a href=\"https:\/\/www.uvdesk.com\/en\/blog\/uvdesk-notes-on-customer\/\">Notes on the <\/a>customer can contain common information about the Customer which will be apparent on all Tickets of that Customer to all Agents.<\/p>\n\n\n\n<p>Furthermore, Notes on Customer for UVdesk App can help you in offering Smart Help to the customer. It&#8217;s anything but&#8217;s an incredible technique to keep Customers&#8217; information instead of asking customers the same information for each Ticket.<\/p>\n\n\n\n<p><strong><span class=\"has-inline-color has-vivid-red-color\">Note &#8211;&nbsp;To utilize this module first, you should need to install <a href=\"https:\/\/github.com\/uvdesk\/community-skeleton\" target=\"_blank\" rel=\"noreferrer noopener\">UVdesk Open Source Helpdesk<\/a>.<\/span><\/strong><\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>Features&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The agent can see every one of the notes of the client by tapping on the single catch (Note on Customer).<\/li>\n\n\n\n<li>The ticket taking care of agent can add attachments to the notes.<\/li>\n\n\n\n<li>Assuming there are numerous tickets of a similar client, similar notes will show up on each ticket.<\/li>\n\n\n\n<li>Notes on clients will be noticeable just to the ticket agent.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Installation of Notes-on-customer Order Fetch Module<\/h3>\n\n\n\n<p><strong>Step 1:<\/strong>&nbsp;Make a catalog with the name uvdesk inside the undertaking&#8217;s App organizer.<\/p>\n\n\n\n<p><strong>Step 2<\/strong>:The customer will get a&nbsp;<strong>zip folder<\/strong>&nbsp;after purchasing the extension. After that,&nbsp;unzip the respective extension zip and rename the extracted folder name to \u201c<strong>Notes-on-customer\u201d<\/strong>&nbsp;after that merge the <strong>Notes-on-customer<\/strong>&nbsp;folder into the project root directory inside&nbsp;<strong>apps\/uvdesk<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"357\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/vaisahli-1-1200x357.png\" alt=\"8up\" class=\"wp-image-294347\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/vaisahli-1-1200x357.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/vaisahli-1-300x89.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/vaisahli-1-250x74.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/vaisahli-1-768x228.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/vaisahli-1.png 1291w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Step 3<\/strong>: Next, run these commands below to complete the setup in the Project root directory.<\/p>\n\n\n\n<pre id=\"block-68050dc1-3b50-41b9-8d29-3f363111d440\" class=\"wp-block-preformatted\">$ php bin\/console uvdesk_extensions:configure-extensions<\/pre>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1176\" height=\"53\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/n-1.png\" alt=\"hv\" class=\"wp-image-294348\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/n-1.png 1176w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/n-1-300x14.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/n-1-250x11.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/n-1-768x35.png 768w\" sizes=\"(max-width: 1176px) 100vw, 1176px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<pre id=\"block-3894dc90-ba31-4a3f-8588-af0155f30a09\" class=\"wp-block-preformatted\">$ php bin\/console assets:install<\/pre>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1148\" height=\"290\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-2-2.png\" alt=\"bhv\" class=\"wp-image-294355\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-2-2.png 1148w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-2-2-300x76.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-2-2-250x63.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-2-2-768x194.png 768w\" sizes=\"(max-width: 1148px) 100vw, 1148px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<pre class=\"wp-block-preformatted\">$ php bin\/console doctrine:migrations:diff<\/pre>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"98\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-3-1-1200x98.png\" alt=\"ju\" class=\"wp-image-294351\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-3-1-1200x98.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-3-1-300x24.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-3-1-250x20.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-3-1-768x63.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-3-1.png 1286w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<pre class=\"wp-block-preformatted\">$ php bin\/console doctrine:migrations:migrate<\/pre>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"337\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-4-1200x337.png\" alt=\"ng\" class=\"wp-image-294352\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-4-1200x337.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-4-300x84.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-4-250x70.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-4-768x216.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/N-4.png 1284w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now, clear project cache by $ php bin\/console c:c<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/Prestashop-Order-Fetch-Installation-3-1.png\" alt=\"Prestashop-Order-Fetch-Installation-3-1\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Once your packages have been configured successfully, they are ready for use Notes on Customer for UVdesk.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Admin Configuration: UVdesk Notes on customer&nbsp;<\/h3>\n\n\n\n<p>Now on the ticket system, Notes-on-customer will display as shown in the given below image :<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"582\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-2-1200x582.png\" alt=\"8u\" class=\"wp-image-294298\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-2-1200x582.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-2-300x146.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-2-250x121.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-2-768x373.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-2.png 1346w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Agent(s) can View and as well as  Add Notes about Customers from this shown below tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"581\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-4-1200x581.png\" alt=\"9t\" class=\"wp-image-294299\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-4-1200x581.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-4-300x145.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-4-250x121.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-4-768x372.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/06\/c-4.png 1351w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>A text editor is as shown in the given below image i.e. Bold, Italic, adding an attachment, linking. Hence, An agent can make use of the same as per their own convenience as shown in the below image.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"576\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/c-5-1200x576.png\" alt=\"c-5.\" class=\"wp-image-294538\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/c-5-1200x576.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/c-5-300x144.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/c-5-250x120.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/c-5-768x368.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/c-5.png 1353w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>That\u2019s all for the&nbsp;<strong>NOC Order Fetch Module of UVdesk Open Source<\/strong>&nbsp;if you still have any issues please raise a ticket on our&nbsp;<a href=\"https:\/\/support.uvdesk.com\/en\/customer\/create-ticket\/\">ticket panel.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reporting delivering item refreshes, forthcoming deals, or impending occasions, advancing the most recent pattern, and as well as another designated Notes on Customer for UVdesk is an extraordinary way to deal with kick your business to a higher level. Introduction- Notes on Customer Notes on the customer can contain common information about the Customer which <a href=\"https:\/\/webkul.com\/blog\/uvdesk-notes-on-customer\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":358,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-293848","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Notes on Customer for UVdesk | Smart Helpdesk Ticket System<\/title>\n<meta name=\"description\" content=\"Notes on customer for UVdesk can contain common information about Customer which will be visible on all Tickets of that Customer to all agent.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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