Order Management System BETA

Great thanks, you are a big help.

I now have another question. When an account is set up for auto approval, the accounts features are all unchecked by default, hence all that is available to the customer upon login, is the preference tab. This is not a good thing for auto set up of toll free numbers, because when the customer logs in, they cannot set up their forwarding number for the toll free number.

Is there any way to have the features enabled upon auto set up?

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Originally Posted by wingsohot

Great thanks, you are a big help.

I now have another question. When an account is set up for auto approval, the accounts features are all unchecked by default, hence all that is available to the customer upon login, is the preference tab. This is not a good thing for auto set up of toll free numbers, because when the customer logs in, they cannot set up their forwarding number for the toll free number.

Is there any way to have the features enabled upon auto set up?

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Could you provide an example account that this has occurred on (Private Message me) - all features by default should be enabled (I just tested here) and it worked as expected - look forward to hearing back from you, thanks!

I noticed when testing the form yesterday the client could choose his or her own phone number. Now it says to be assigned. How to i get it back to the way it was?

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Originally Posted by tylerscell1

I noticed when testing the form yesterday the client could choose his or her own phone number. Now it says to be assigned. How to i get it back to the way it was?

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To be assigned can mean one of two things:

A) The item that you have created is not setup for "AUTOMATIC APPROVAL"

OR

B) There are no phone numbers available for that particular area or scenario that you are looking for, i.e. no phone numbers in Irvine, CA OR no phone numbers in Inventory (for inventory item).

I dident have it set to automatic approval silly me.

Hey tim could you please check your PM's thanks!

Can I make a request to have a copy Item function...

For example... you offer an item for both new number or transferred numbers, but you have to create separate items for each... so it would be great to be able to copy the first item and then change the option to transfer and adjust the item name.

Make sense?

Tim,

We're going to process customers' payments before they get to the order page. This means we'll already have their name, address, email, etc. Is there a way to pass this data to the form so the customer doesn't have to reenter it?

AW

Tim,

Please add the ability to automatically send hardware to new customers.

In other words, just like you have Automatic Approval: drop-down Disabled/Enabled, you could have Send Hardware: drop-down Yes/No.

From a programming point of view, this is very quick to implement.

AW

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Originally Posted by AnyWho

Tim,

We're going to process customers' payments before they get to the order page. This means we'll already have their name, address, email, etc. Is there a way to pass this data to the form so the customer doesn't have to reenter it?

AW

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No, only the functionality described in this thread is offered.

In terms of adding additional functionality, we will consider all feedback and ideas and add them to our list of ideas to consider for future development. At this time though our development roadmap for the year is pretty well planned out.