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Switch Account button in Orders / Invoices
Switch Account button in Orders / Invoices

Add a Switch Account button for parent/child accounts in your grids

Ricardo Santos avatar
Written by Ricardo Santos
Updated over a week ago

When reviewing orders and invoices from an account that has parent/child customer relationships, users might want to quickly switch between these accounts.

That can be achieved my clicking on the bar visible at the top for these customers:

or from the customer's menu in the Switch button:

Some new customers might miss these areas or find them not intuitive enough.

You can help them by adding a more prominent button to the top of your lists like below.

To add this button, go to your Admin and open the menu Appearance / Theme Options.

  1. Paste this snippet on your CSS Block

    /* SWITCH ACCOUNT FROM THE ORDERS/INVOICES TABLES */
    div#myOrdersListErp,
    div#myOrdersList,
    div#myAwaitApprovalsList,
    div#myRewardsHistory,
    div#invoiceHistory {
    margin-top: 2.7em;
    }
    .switch-account-custom {
    position: absolute;
    top: 0;
    right: 2em;
    margin-left: 2px;
    font-weight: bold;
    padding: 5px 20px !important;
    }
    .invoice-history .switch-account-custom, .myawaitapproval .switch-account-custom {
    right: 10px;
    }
    @media (max-width:767px) {
    .switch-account-custom {
    position: relative;
    display: flex;
    justify-content: center;
    right: 0 !important;
    }
    }
    /* SWITCH ACCOUNT FROM THE ORDERS/INVOICES TABLES */
  2. Paste this snippet on your Footer Block

    <script>
    /* SWITCH ACCOUNT FROM THE ORDERS/INVOICES TABLES */
    $(document).ready(function () {
    if ($('header .switch-account-header').length && $('body').hasClass('ex-loggedin')) {
    $("<a class='switch-account-custom btn btn-xs btn-outlined' onclick=\"$('.switch-account-header a').click()\">Switch Account</a>").insertBefore(['div#myOrdersListErp','div#myOrdersList','div#myAwaitApprovalsList','div#myRewardsHistory','div#invoiceHistory']);
    }
    });
    /* SWITCH ACCOUNT FROM THE ORDERS/INVOICES TABLES */
    </script>
  3. Publish

And that is all, a Switch Account button should now be visible at the top of all your orders and invoices screens to easily switch between accounts 😃

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