Details
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Type:
New Feature
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Status: Open
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Priority:
Major
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Resolution: Unresolved
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Affects Version/s: 4.0.0-b1
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Fix Version/s: Short Term
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Component/s: Staff Interface
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Labels:None
Description
We have the following client statuses:
- Active (Green)
- Inactive (Orange)
- Fraud (Red)
Client's may only login if they have a status of Active. I propose we add an additional status of Closed and In Review and change the behavior of Inactive.
Currently, ONLY clients with a status of Active can login.
- Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area.
- The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented.
- In Review (Gray)
- Active (Green)
- Inactive (Blue)
- Closed (Orange)
- Fraud (Red)
1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "In Review" to start with, and do not have access to the client area until their order is approved (either by staff or automatically), unless the client is created through the "Client Registration" order template, in which case they should be "Active" and have access to the client area..
Issue Links
- relates to
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CORE-3233
Option to require new account email verification
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- Closed
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Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Description |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of "Closed" and change the behavior of Inactive. Currently, clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new orders become "Inactive" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of "Closed" and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new orders become "Inactive" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
Paul Phillips
made changes -
| Description |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of "Closed" and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new orders become "Inactive" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of "Closed" and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new orders become "Inactive" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
Paul Phillips
made changes -
| Description |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of "Closed" and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new orders become "Inactive" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of "Closed" and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "Inactive" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Summary | Add additional client status of "Closed" | Add additional client status of "Closed" and "In Review" |
Paul Phillips
made changes -
| Description |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of "Closed" and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "Inactive" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of *Closed* and *In Review* and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "In Review" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
Paul Phillips
made changes -
| Description |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of *Closed* and *In Review* and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "In Review" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of *Closed* and *In Review* and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. * In Review (Gray) * Active (Green) * Inactive (Blue) * Closed (Orange) * Fraud (Red) 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "In Review" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Description |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of *Closed* and *In Review* and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. * In Review (Gray) * Active (Green) * Inactive (Blue) * Closed (Orange) * Fraud (Red) 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "In Review" to start with, and do not have access to the client area until their order is approved (either by staff or automatically). |
We have the following client statuses:
* Active (Green) * Inactive (Orange) * Fraud (Red) Client's may only login if they have a status of Active. I propose we add an additional status of *Closed* and *In Review* and change the behavior of Inactive. Currently, ONLY clients with a status of Active can login. # Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area. # The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented. * In Review (Gray) * Active (Green) * Inactive (Blue) * Closed (Orange) * Fraud (Red) 1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "In Review" to start with, and do not have access to the client area until their order is approved (either by staff or automatically), unless the client is created through the "Client Registration" order template, in which case they should be "Active" and have access to the client area.. |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Assignee | Tyson Phillips [ tyson ] |