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IWV Digitalagentur

Customer Notes

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Downloads: <10

Description

Highlights

  • One internal note per customer, written right on the customer page
  • Warning appears automatically when creating an order manually
  • Note shown on every order of the customer
  • Never visible to customers: not in the shop, mails or documents
  • Uses your existing roles, no extra permissions to set up

Features

  • Write an internal note of up to 5,000 characters for each customer, line breaks included
  • Edit the note together with the customer data and save or cancel it with the usual buttons
  • See the note as an orange warning in "New order" as soon as the customer is selected
  • Banner follows every customer switch and disappears for customers without a note
  • Keep the warning in view while the manual order is being put together
  • Show the customer's current note on the detail page of each of their orders
  • Let order staff read the note without giving them access to the customer pages
  • Only staff who may edit customers can change the note
  • Remind your team with a privacy hint to write no sensitive data
  • Remove the note by emptying the field; it is deleted together with the customer

About the Extension

Important customer information, right where orders are handled

Some customers need special handling: only prepayment because of open invoices, a delivery address that has to be confirmed by phone, an agreement made with your sales team. Customer Notes gives every customer one internal note for exactly this, for example "Attention: problem customer – accept prepayment only!". Your team writes it on the customer's page in the Administration, and from then on it appears wherever an order for this customer is handled, so nobody has to remember it or look it up elsewhere.

When an employee creates an order manually, for example for a phone or e-mail order, and selects the customer, the note appears as a clearly visible orange warning in the New order window. It changes with every customer switch and disappears when the selected customer has no note. It stays visible while the order is being put together. On the detail page of each order of this customer, the note is shown in the information card next to the customer data, so the warehouse and customer service see it too.

Internal only, never shown to customers

The note is only visible in the Administration. It never appears in the storefront, in the customer account, in mails or in documents such as invoices and delivery notes. It is not stored as an additional field of the customer that could appear in mail templates or shop pages by accident, but kept separately and shown only on the Administration pages listed above.

Who sees the note follows the roles you already use: employees who may view customers see it on the customer page, employees who may edit customers can change it, and employees who may view or create orders see it read-only on the order screens. No new permissions have to be set up. Under the field, a short hint reminds your team to write only what is needed for orders and no sensitive data such as health, religion or political opinions.

Simple to use, clean to remove

The note is plain text with up to 5,000 characters, and line breaks are kept. It is edited together with the other customer data and saved with the normal Save button; Cancel discards the change. Emptying the field removes the note, and deleting a customer deletes their note as well.

Details

  • Available: English, German
  • Latest update: 4 November 2026
  • Publication date: 4 November 2026
  • Version: 1.7.0
  • Category: Customer account

Resources

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About the Extension Partner

IWV Digitalagentur

IWV Digitalagentur

Partner Status

  • Shopware Premium Extension Partner Shopware
    Premium Extension Partner

Details

  • Ø-Rating: 5

    Average rating of 5 out of 5 stars

  • Partner since: 2019
  • Extensions: 70

Support

  • Based in: Germany
  • Speaks: German, English
  • Response time: Very quickly