Capturing customer view URL

The Question
Is there a way to capture the unique customer view screen url (or whatever it is called) for every customer in Manager? It looks something like this https://acc.companydomain.co/customer-view?ogYMRGVtbyBDb21wYW55qgYnL2N1c3RvbWVycz9vZ1lNUkdWdGJ5QkRiMjF3WVc1NXdBd0F5QXd5wgwSCQIRPHjzkVZHEYTbBPbeqOE3yAwB0AwJ
I am hoping there is some batch update or api thing that can extract this unique customer view screen url info in bulk.

The Application
Using Custom fields we can manually achieve a good and stable result delivering exactly what we need but the setup is intensive. For us the use of this custom field reduces the number of clicks to obtain customer information and notes from any Quote, Sales Order, Invoice etc. When detail is clicked it automatically opens a new window / tab revealing key information on the particular customer.

In our view a more tidy way would be a clickable customer name like this below (At the risk of hearing about more bloat) :grinning:

Selection_821

Can you describe why do you require this? What is your workflow or what is your challenge that you are trying to solve.

OK in our case - The Challenge - The crew need to refer to the “Customer detail” a lot for every work incident. Certain notes and information from the customer detail is inputted into the Sales Order at creation time.

Solving to a degree

  1. Vital - The Customer Detail screen in our case holds notes (not seen in the screen shots provided) that hold unique and important customer detail.

  2. Information - This Customer Detail is vital when generating the Sales Order and following through the task to Sales Invoice creation.

  3. Speed - The Customer Detail changes in our transient world and this could allow the staff to access and easily adjust those changes on the fly eg. while customer is on the phone or at reception in real time as Sales Order constructed.

  4. Update to date - It is vital that our customer data is always accurate and in a way this will engage staff to ensure that it is current. (No excuses).

  5. Access - It potentially reduces the number of clicks to obtain customer information and notes from any Quote, Sales Order, Invoice etc. When detail is clicked it automatically opens a new window / tab revealing key information on the particular customer.

  6. Quality – Emailed invoices contain most current customer detail

Other thinking from Oct ‘21 - Create Sales order directly from Customer Tab

Use case : We have a situation where we have many many customers and as a result when creating a sales order to locate and select the correct customer is not practical from the sales order tab ( or from invoice or quote tabs).

So the customer tab is used in the first instance to verify the correct customer and info …. why you guessed it … the customer tab holds easily viewed customer data to verify correct information such as telephone, email and address Data. The customer is then noted and Sales Order produced.

@compuit, based on your description, your crew should just keep a second Manager window open to the Customers tab all the time. That way, they can look up customers, edit their information, etc.

If you are constantly adding new customers anyway, this will facilitate their addition. Having an active hyperlink on various transactions will do you no good if the customer isn’t already in the database or there is no transaction on which to click. Train your crew to always look to the second window for customer confirmation, verification, updates, status, etc. Since you are very customer focused, and already storing special information there, that should your crew’s base of operations.

Using the second Customer Screen you still need to switch to it from wherever are in Manager then search / lookup the customer, hopefully no typos and secondly many customers have similar names. We are already using the method you suggested but it is not as fast and sure fire as the detail link we have tested and introduced.

Would be nice if you could help answer The Question
Is there a way to capture the unique customer view screen url (or whatever it is called) for every customer in Manager? It looks something like this https://acc.companydomain.co/customer-view?ogYMRGVtbyBDb21wYW55qgYnL2N1c3RvbWVycz9vZ1lNUkdWdGJ5QkRiMjF3WVc1NXdBd0F5QXd5wgwSCQIRPHjzkVZHEYTbBPbeqOE3yAwB0AwJ
I am hoping there is some batch update or api thing that can extract this unique customer view screen url info in bulk.

I can’t answer that specific question. And it does you no good for new customers. You still have to go to the Customers tab.

Yes Tut, thank you we know that and nowhere are we talking about creating new customers. To make it simpler… it is about quickly accessing and managing the integrity of the detail information we maintain for each customer and pushing it into the respective Sales Order. Actually Tut it is written aptly in The Challenge - The crew need to refer to the “Customer detail” a lot for every work incident.

Have it your way, @compuit. But referring does not include managing integrity of detail, which you have indicated want to be able to do. That still involves going to the Customers tab to, for example, update a telephone number or add notes. You seem to be thinking only of the beginning of a process instead of the entire process.

Not sure what you are talking about. The detail link we create is super convenient and fast from any form where customer appears. One click on edit and changes can be made. However we mostly need the unique customer notes data.

You get that with one click when you have the Customers tab open, just like your hoped-for change. The click is just in a different place.

I wouldn’t bet on that. Front-end API used to be a thing but it was discontinued.

Your alternative is to use the backend API.

While querying the backend API is not as efficient as querying the webpage table, you can however use a two stage query:

  1. Get the index of customers from .../api/{business UUID}/ec37c11e-2b67-49c6-8a58-6eccb7dd75ee and use that as a lookup table for customer keys/UUIDs
  2. Based on user selection get customer object from .../api/{business UUID}/ec37c11e-2b67-49c6-8a58-6eccb7dd75ee/{customer UUID}

If you are using Excel PowerQuery or Power BI to extract the data, you can look into this post as a start and build up from there:

Clearly Tut you missed a key point you, please read my first response to you. “Using the second Customer Screen you still need to switch to it from wherever are in Manager then search / lookup the customer, hopefully no typos and secondly many customers have similar names. We are already using the method you suggested but it is not as fast and sure fire as the detail link we have tested and introduced”.

Thank you Ealfardan, this is constructive and will look into the method and options to get the data needed, maybe we will engage someone to do the job.

I use excel power query and I use the QR code to get data .