Customer Since Entry
"Add a creation date for customers so we can tell how long they've been customers and search by this "Customer Since" date."
Big Business 14 updates Customer Since to reset when you Duplicate a Customer.
Customer Since is a date on a Customer Card for recording the date the customer became a customer. When you create a new Customer Card, Customer Since is automatically set to today's date. There are several options for setting this date on existing customers.
The QuickChange option in the Customer QuickSearch contains two options for assigning a Customer Since date:
• Customer Since Date - lets you specify a date (e.g. 01/01/23)
• Customer Since Calc. - lets you select a calculation (e.g. First Invoice)
Customer Since has been added to export of customer information from the Customer QuickSearch using Save To Disk.
Customer Since has been added to the imports:
• Customers - you can import a date, or if blank, today's date is automatically assigned.
• Update Customers - you can import changes to Customers with unique Customer Codes
Shopify Properties
Big Business 14 extends the list of Properties available for mapping Shopify Orders.
As noted elsewhere, the Summer '23 Edition of Shopify adds PONumber to Orders, so this new property and a many others are now in the list, Fields Available for Insertion.
This Solution provides a checklist of included Properties, which might help you spot the one you need. Or, email to support@bigbusiness.com to see if we already know.
- [x] current_total_tax
- [x] id
- [x] app_id
- [x] total_discounts
- [x] billing_address/country
- [x] billing_address/phone
- [x] billing_address/address1
- [x] billing_address/address2
- [x] billing_address/first_name
- [x] billing_address/city
- [x] billing_address/last_name
- [x] billing_address/company
- [x] billing_address/province
- [x] billing_address/name
- [x] billing_address/zip
- [x] billing_address/province_code
- [x] billing_address/country_code
- [x] billing_address/latitude
- [x] billing_address/longitude
- [x] updated_at
- [x] confirmation_number
- [x] current_total_price_set/current_total_price_set/shop_money/amount
- [x] current_total_price_set/current_total_price_set/shop_money/currency_code
- [x] current_total_price_set/current_total_price_set/presentment_money/amount
- [x] current_total_price_set/current_total_price_set/presentment_money/currency_code
- [x] browser_ip
- [x] total_line_items_price
- [x] cancelled_at
- [x] gateway
- [x] processed_at
- [x] total_price_set/shop_money/amount
- [x] total_price_set/shop_money/currency_code
- [x] total_price_set/presentment_money/amount
- [x] total_price_set/presentment_money/currency_code
- [x] current_total_price
- [x] buyer_accepts_marketing
- [x] checkout_token
- [x] payment_gateway_names
- [x] payment_gateway_names
- [x] cancel_reason
- [x] cart_token
- [x] company/id
- [x] company/location_id
- [x] discount_applications/discount_applications/target_type
- [x] discount_applications/discount_applications/value_type
- [x] discount_applications/discount_applications/title
- [x] discount_applications/discount_applications/type
- [x] discount_applications/discount_applications/description
- [x] discount_applications/discount_applications/target_selection
- [x] discount_applications/discount_applications/value
- [x] discount_applications/discount_applications/allocation_method
- [x] discount_applications/discount_applications[2]/target_type
- [x] discount_applications/discount_applications[2]/value_type
- [x] discount_applications/discount_applications[2]/type
- [x] discount_applications/discount_applications[2]/description
- [x] discount_applications/discount_applications[2]/target_selection
- [x] discount_applications/discount_applications[2]/value
- [x] discount_applications/discount_applications[2]/allocation_method
- [x] discount_applications/discount_applications[3]/target_type
- [x] discount_applications/discount_applications[3]/value_type
- [x] discount_applications/discount_applications[3]/type
- [x] discount_applications/discount_applications[3]/code
- [x] discount_applications/discount_applications[3]/target_selection
- [x] discount_applications/discount_applications[3]/value
- [x] discount_applications/discount_applications[3]/allocation_method
- [x] original_total_additional_fees_set/shop_money/amount
- [x] original_total_additional_fees_set/shop_money/currency_code
- [x] original_total_additional_fees_set/presentment_money/amount
- [x] original_total_additional_fees_set/presentment_money/currency_code
- [x] client_details/user_agent
- [x] client_details/accept_language
- [x] client_details/browser_ip
- [x] client_details/browser_height
- [x] client_details/browser_width
- [x] client_details/session_hash
- [x] name
- [x] closed_at
- [x] created_at
- [x] presentment_currency
- [x] current_subtotal_price_set/current_subtotal_price_set/shop_money/amount
- [x] current_subtotal_price_set/current_subtotal_price_set/shop_money/currency_code
- [x] current_subtotal_price_set/current_subtotal_price_set/presentment_money/amount
- [x] current_subtotal_price_set/current_subtotal_price_set/presentment_money/currency_code
- [x] total_tax_set/shop_money/amount
- [x] total_tax_set/shop_money/currency_code
- [x] total_tax_set/presentment_money/amount
- [x] total_tax_set/presentment_money/currency_code
- [x] refunds/id
- [x] refunds/processed_at
- [x] refunds/order_id
- [x] refunds/user_id
- [x] refunds/created_at
- [x] refunds/note
- [x] total_tax
- [x] currency
- [x] current_total_discounts
- [x] current_total_additional_fees_set/shop_money/amount
- [x] current_total_additional_fees_set/shop_money/currency_code
- [x] current_total_additional_fees_set/presentment_money/amount
- [x] current_total_additional_fees_set/presentment_money/currency_code
- [x] payment_details/avs_result_code
- [x] payment_details/credit_card_bin
- [x] payment_details/cvv_result_code
- [x] payment_details/credit_card_number
- [x] payment_details/credit_card_company
- [x] phone
- [x] current_total_discounts_set/current_total_discounts_set/shop_money/amount
- [x] current_total_discounts_set/current_total_discounts_set/shop_money/currency_code
- [x] current_total_discounts_set/current_total_discounts_set/presentment_money/amount
- [x] current_total_discounts_set/current_total_discounts_set/presentment_money/currency_code
- [x] current_total_duties_set/current_total_duties_set/shop_money/amount
- [x] current_total_duties_set/current_total_duties_set/shop_money/currency_code
- [x] current_total_duties_set/current_total_duties_set/presentment_money/amount
- [x] current_total_duties_set/current_total_duties_set/presentment_money/currency_code
- [x] current_subtotal_price
- [x] fulfillment_status
- [x] estimated_taxes
- [x] current_total_tax_set/current_total_tax_set/shop_money/amount
- [x] current_total_tax_set/current_total_tax_set/shop_money/currency_code
- [x] current_total_tax_set/current_total_tax_set/presentment_money/amount
- [x] current_total_tax_set/current_total_tax_set/presentment_money/currency_code
- [x] source_url
- [x] customer/id
- [x] customer/updated_at
- [x] customer/tags
- [x] customer/email
- [x] customer/first_name
- [x] customer/accepts_marketing
- [x] customer/verified_email
- [x] customer/created_at
- [x] customer/last_name
- [x] customer/note
- [x] customer/state
- [x] customer/multipass_identifier
- [x] customer/tax_exempt
- [x] customer/currency
- [x] customer/phone
- [x] customer/admin_graphql_api_id
- [x] customer_locale
- [x] discount_codes/code
- [x] discount_codes/type
- [x] discount_codes/amount
- [x] email
- [x] financial_status
- [x] fulfillments/status
- [x] fulfillments/created_at
- [x] fulfillments/tracking_company
- [x] fulfillments/id
- [x] fulfillments/updated_at
- [x] fulfillments/tracking_number
- [x] fulfillments/order_id
- [x] line_items/id
- [x] line_items/total_discount
- [x] line_items/vendor
- [x] line_items/attributed_staffs/id
- [x] line_items/attributed_staffs/quantity
- [x] line_items/requires_shipping
- [x] line_items/fulfillable_quantity
- [x] line_items/price
- [x] line_items/fulfillment_service
- [x] line_items/fulfillment_status
- [x] line_items/taxable
- [x] line_items/product_id
- [x] line_items/grams
- [x] line_items/quantity
- [x] line_items/sku
- [x] line_items/variant_id
- [x] line_items/title
- [x] line_items/variant_title
- [x] line_items/total_discount_set/shop_money/amount
- [x] line_items/total_discount_set/shop_money/currency_code
- [x] line_items/total_discount_set/presentment_money/amount
- [x] line_items/total_discount_set/presentment_money/currency_code
- [x] line_items/name
- [x] line_items/gift_card
- [x] line_items/price_set/shop_money/amount
- [x] line_items/price_set/shop_money/currency_code
- [x] line_items/price_set/presentment_money/amount
- [x] line_items/price_set/presentment_money/currency_code
- [x] line_items/properties/name
- [x] line_items/properties/value
- [x] line_items/tax_lines/title
- [x] line_items/tax_lines/price
- [x] line_items/tax_lines/price_set/shop_money/amount
- [x] line_items/tax_lines/price_set/shop_money/currency_code
- [x] line_items/tax_lines/price_set/presentment_money/amount
- [x] line_items/tax_lines/price_set/presentment_money/currency_code
- [x] line_items/tax_lines/channel_liable
- [x] line_items/tax_lines/rate
- [x] line_items/discount_allocations/amount
- [x] line_items/discount_allocations/discount_application_index
- [x] line_items/discount_allocations/amount_set/shop_money/amount
- [x] line_items/discount_allocations/amount_set/shop_money/currency_code
- [x] line_items/discount_allocations/amount_set/presentment_money/amount
- [x] line_items/discount_allocations/amount_set/presentment_money/currency_code
- [x] line_items/origin_location/address1
- [x] line_items/origin_location/id
- [x] line_items/origin_location/country_code
- [x] line_items/origin_location/address2
- [x] line_items/origin_location/province_code
- [x] line_items/origin_location/zip
- [x] line_items/origin_location/name
- [x] line_items/origin_location/city
- [x] line_items/duties/id
- [x] line_items/duties/harmonized_system_code
- [x] line_items/duties/presentment_money/amount
- [x] line_items/duties/presentment_money/currency_code
- [x] line_items/duties/country_code_of_origin
- [x] line_items/duties/admin_graphql_api_id
- [x] line_items/duties/shop_money/amount
- [x] line_items/duties/shop_money/currency_code
- [x] line_items/duties/tax_lines/title
- [x] line_items/duties/tax_lines/price
- [x] line_items/duties/tax_lines/rate
- [x] line_items/duties/tax_lines/price_set/shop_money/amount
- [x] line_items/duties/tax_lines/price_set/shop_money/currency_code
- [x] line_items/duties/tax_lines/price_set/presentment_money/amount
- [x] line_items/duties/tax_lines/price_set/presentment_money/currency_code
- [x] line_items/duties/tax_lines/channel_liable
- [x] landing_site
- [x] location_id
- [x] merchant_of_record_app_id
- [x] note
- [x] note_attributes/name
- [x] note_attributes/value
- [x] number
- [x] order_number
- [x] original_total_duties_set/original_total_duties_set/shop_money/amount
- [x] original_total_duties_set/original_total_duties_set/shop_money/currency_code
- [x] original_total_duties_set/original_total_duties_set/presentment_money/amount
- [x] original_total_duties_set/original_total_duties_set/presentment_money/currency_code
- [x] payment_terms/payment_terms_name
- [x] payment_terms/amount
- [x] payment_terms/payment_terms_type
- [x] payment_terms/currency
- [x] payment_terms/payment_schedules/amount
- [x] payment_terms/payment_schedules/currency
- [x] payment_terms/payment_schedules/expected_payment_method
- [x] payment_terms/payment_schedules/completed_at
- [x] payment_terms/payment_schedules/issued_at
- [x] payment_terms/payment_schedules/due_at
- [x] payment_terms/due_in_days
- [x] po_number
- [x] user_id
- [x] processing_method
- [x] subtotal_price_set/shop_money/amount
- [x] subtotal_price_set/shop_money/currency_code
- [x] subtotal_price_set/presentment_money/amount
- [x] subtotal_price_set/presentment_money/currency_code
- [x] total_shipping_price_set/shop_money/amount
- [x] total_shipping_price_set/shop_money/currency_code
- [x] total_shipping_price_set/presentment_money/amount
- [x] total_shipping_price_set/presentment_money/currency_code
- [x] referring_site
- [x] shipping_address/phone
- [x] shipping_address/country
- [x] shipping_address/address1
- [x] shipping_address/address2
- [x] shipping_address/first_name
- [x] shipping_address/city
- [x] shipping_address/last_name
- [x] shipping_address/company
- [x] shipping_address/latitude
- [x] shipping_address/longitude
- [x] shipping_address/province
- [x] shipping_address/name
- [x] shipping_address/zip
- [x] shipping_address/country_code
- [x] shipping_address/province_code
- [x] shipping_lines/price
- [x] shipping_lines/code
- [x] shipping_lines/discounted_price_set/shop_money/amount
- [x] shipping_lines/discounted_price_set/shop_money/currency_code
- [x] shipping_lines/discounted_price_set/presentment_money/amount
- [x] shipping_lines/discounted_price_set/presentment_money/currency_code
- [x] shipping_lines/source
- [x] shipping_lines/requested_fulfillment_service_id
- [x] shipping_lines/price_set/shop_money/amount
- [x] shipping_lines/price_set/shop_money/currency_code
- [x] shipping_lines/price_set/presentment_money/amount
- [x] shipping_lines/price_set/presentment_money/currency_code
- [x] shipping_lines/discounted_price
- [x] shipping_lines/title
- [x] shipping_lines/carrier_identifier
- [x] source_name
- [x] source_identifier
- [x] subtotal_price
- [x] tags
- [x] tax_lines/price
- [x] tax_lines/rate
- [x] tax_lines/title
- [x] tax_lines/channel_liable
- [x] taxes_included
- [x] test
- [x] token
- [x] total_discounts_set/shop_money/amount
- [x] total_discounts_set/shop_money/currency_code
- [x] total_discounts_set/presentment_money/amount
- [x] total_discounts_set/presentment_money/currency_code
- [x] total_line_items_price_set/shop_money/amount
- [x] total_line_items_price_set/shop_money/currency_code
- [x] total_line_items_price_set/presentment_money/amount
- [x] total_line_items_price_set/presentment_money/currency_code
- [x] total_outstanding
- [x] order_status_url/order_status_url
- [x] total_price
- [x] total_tip_received
- [x] total_weight
Modified Date
Modified Date shows you when a modified record was last changed and by whom.
This information is for reference and is by no means 100% accurate. For example, a Customer can be changed by invoicing (changes their Balance), or by Import (a batch change to Credit Limits), or by Update (the magic wand to reassign Terms, perhaps).
Modified Date shows the last time someone edited the record directly, such as by entering a new address on a Customer--what engineering likes to call a "sanity check". It is incredibly useful in Searches, like Customers or Items, to see what changed lately.
Last Modified is part of the Audit feature found in Employee Prefs and displays Created Date and Created By or Modified Date and Modified By, if the record has been modified.
Big Business 14.53 resizes the Last Modified entry slightly to fit new System Fonts.
Chapter 48 Automatic Dates
Automatic Dates are assigned or updated automatically when your Big Business data changes.
This Chapter will list some of these system dates describing when they change, how they are calculated, and how they can be viewed or used to your advantage in planning.