Details
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Type:
New Feature
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: 3.6.0
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Fix Version/s: 4.9.0-b1
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Component/s: Staff Interface
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Labels:None
Description
When services are cancelled, either manually or by a scheduled cancellation, no notice is sent to clients. Instead, an email should optionally be sent to clients to notify them of a cancelled service. It should also send a notice to clients when services are scheduled to be cancelled, so they are aware of the pending action.
- Create 1 or 2 new email templates for scheduled cancellation and cancellation notices
- Add company & client group setting for whether these notices should be sent at all, make them off by default.
Needs further discussion, including sample email content and available tags/data to the templates. Please see http://www.blesta.com/forums/index.php?/topic/5112-notice-service-cancellation-email/ for discussion on this topic, and https://www.blesta.com/forums/index.php?/topic/10960-cancellation-request-confirmation-email/.
Issue Links
- relates to
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CORE-1564
Scheduled Cancellation Notice
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- Closed
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Activity
Paul Phillips
created issue -
Tyson Phillips (Inactive)
made changes -
Paul Phillips
made changes -
| Fix Version/s | Short Term [ 10800 ] |
Tyson Phillips (Inactive)
made changes -
| Description |
When services are cancelled, either manually or by a scheduled cancellation, no notice is sent to clients. Instead, an email should *optionally* be sent to clients to notify them of a cancelled service. It should also send a notice to clients when services are scheduled to be cancelled, so they are aware of the pending action.
- Create 1 or 2 new email templates for scheduled cancellation and cancellation notices - Add company & client group setting for whether these notices should be sent at all, make them off by default. Needs further discussion, including sample email content and available tags/data to the templates. Please see http://www.blesta.com/forums/index.php?/topic/5112-notice-service-cancellation-email/ for discussion on this topic. |
When services are cancelled, either manually or by a scheduled cancellation, no notice is sent to clients. Instead, an email should *optionally* be sent to clients to notify them of a cancelled service. It should also send a notice to clients when services are scheduled to be cancelled, so they are aware of the pending action.
- Create 1 or 2 new email templates for scheduled cancellation and cancellation notices - Add company & client group setting for whether these notices should be sent at all, make them off by default. Needs further discussion, including sample email content and available tags/data to the templates. Please see http://www.blesta.com/forums/index.php?/topic/5112-notice-service-cancellation-email/ for discussion on this topic, and https://www.blesta.com/forums/index.php?/topic/10960-cancellation-request-confirmation-email/. |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.9.0 Sprint 1 [ 98 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Story Points | 5 |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.9.0 Sprint 1 [ 98 ] | 4.9.0 Sprint 1, 4.9.0 Sprint 2 [ 98, 99 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
| Assignee | Jonathan Reissmueller [ jonathan ] |
Automated transition triggered when Jonathan Reissmueller created a branch in Stash -
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 1 hour, 54 minutes [ 6840 ] | |
| Worklog Id | 12991 [ 12991 ] |
| Time Spent | 1 hour, 54 minutes [ 6840 ] | 2 hours, 40 minutes [ 9600 ] |
| Worklog Id | 12992 [ 12992 ] |
Automated transition triggered when Jonathan Reissmueller created pull request #785 in Stash -
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
Tyson Phillips (Inactive)
made changes -
| Fix Version/s | 4.9.0-b1 [ 11301 ] | |
| Fix Version/s | Short Term [ 10800 ] |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.9.0 Sprint 1, 4.9.0 Sprint 2 [ 98, 99 ] | 4.9.0 Sprint 1, 4.9.0 Sprint 2, 4.9.0 Sprint 3 [ 98, 99, 101 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
| Time Spent | 2 hours, 40 minutes [ 9600 ] | 4 hours, 3 minutes [ 14580 ] |
| Worklog Id | 13115 [ 13115 ] |
| Time Spent | 4 hours, 3 minutes [ 14580 ] | 4 hours, 58 minutes [ 17880 ] |
| Worklog Id | 13148 [ 13148 ] |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.9.0 Sprint 1, 4.9.0 Sprint 2, 4.9.0 Sprint 3 [ 98, 99, 101 ] | 4.9.0 Sprint 1, 4.9.0 Sprint 2, 4.9.0 Sprint 3, 4.9.0 Sprint 4 [ 98, 99, 101, 102 ] |
Be sure the new setting gets added to the documentation.
Tyson Phillips (Inactive)
added a comment - Be sure the new setting gets added to the documentation. | Time Spent | 4 hours, 58 minutes [ 17880 ] | 5 hours, 59 minutes [ 21540 ] |
| Worklog Id | 13184 [ 13184 ] |
Automated transition triggered when Tyson Phillips (Inactive) merged pull request #785 in Stash -
| Status | In Review [ 5 ] | Closed [ 6 ] |
I would think for this that we would have an email template for "Service Cancellation" similar to the other "Service <Creation/Suspension/Unsuspension>". We can have the email template disabled by default.
The content of the email would be something like:
Then whenever a service is canceled, that email will be delivered to the client and any staff BCC'd to receive it as well. That's it.
The "scheduled cancellation reminder" would be handled by
CORE-1564