Details
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Type:
New Feature
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Status: Closed
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Priority:
Critical
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Resolution: Fixed
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Affects Version/s: 3.0.0.b4
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Fix Version/s: 3.4.0-b1
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Component/s: Client Interface, Staff Interface
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Labels:None
Description
This setting would go under client groups, and there would be a checkbox for every optional client field. Optional client fields are fields which are not required by the system. By default, all of these fields would be checked, and unchecking a field would remove it from any order pages and the client area. All fields will remain visible to staff.
Issue Links
- blocks
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CORE-1443
Order: Hide the Tax ID field if not enabled for the client
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- Closed
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Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Attachment | bonfire-screenshot-20130702-082757-969.png [ 10576 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.2.0 [ 10002 ] | |
| Fix Version/s | 3.1.0 [ 10001 ] |
Consider another option whereby the fields are present, but become read-only within the client area to the client. See http://www.blesta.com/forums/index.php?/topic/1523-disallow-clients-to-edit-some-fields-from-the-client-area/
Paul Phillips
added a comment - Consider another option whereby the fields are present, but become read-only within the client area to the client. See http://www.blesta.com/forums/index.php?/topic/1523-disallow-clients-to-edit-some-fields-from-the-client-area/ Paul Phillips
made changes -
| Security | Private [ 10000 ] |
Paul Phillips
made changes -
| Priority | Major [ 3 ] | Critical [ 2 ] |
Paul Phillips
made changes -
| Sprint | 3.2 [ 2 ] |
This should be part of a larger task which is to allow staff to choose which fields are required for a client (of all available field):
- First Name
- Last Name
- Address 1
- Address 2
- City
- State
- Zip
- Country
- etc...
Cody Phillips (Inactive)
added a comment - This should be part of a larger task which is to allow staff to choose which fields are required for a client (of all available field):
First Name
Last Name
Address 1
Address 2
City
State
Zip
Country
etc...
Paul Phillips
made changes -
| Sprint | 3.2 Client Related [ 2 ] |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Fix Version/s | 3.2.0-b2 [ 10501 ] | |
| Fix Version/s | 3.2.0-b1 [ 10002 ] |
Cody Phillips (Inactive)
made changes -
| Fix Version/s | 3.3.0 [ 10100 ] | |
| Fix Version/s | 3.2.0-b2 [ 10501 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.3.0-b2 [ 10507 ] | |
| Fix Version/s | 3.3.0-b1 [ 10100 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.3.0 [ 10508 ] | |
| Fix Version/s | 3.3.0-b2 [ 10507 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.4.0 [ 10400 ] | |
| Fix Version/s | 3.3.0 [ 10508 ] |
This has been simplified to only affect the tax_id setting. A new company setting and client group setting will be created as a toggle for whether the tax ID should be shown to clients. The client interface will only display the tax ID field if this value is true (by default it is true).
Tyson Phillips (Inactive)
added a comment - This has been simplified to only affect the tax_id setting. A new company setting and client group setting will be created as a toggle for whether the tax ID should be shown to clients. The client interface will only display the tax ID field if this value is true (by default it is true). Tyson Phillips (Inactive)
made changes -
| Summary | Add an option to hide optional client fields from client area and order pages | Add an option to hide the Tax ID field from the client area |
Tyson Phillips (Inactive)
made changes -
| Status | Open [ 1 ] | Resolved [ 5 ] |
| Assignee | Cody Phillips [ cody ] | Tyson Phillips [ tyson ] |
| Resolution | Fixed [ 1 ] |
Tyson Phillips (Inactive)
made changes -
Has this been implemented in the order plugin also?
EDIT: Never mind, I see that's part of CORE-1443
Paul Phillips
added a comment - - edited Has this been implemented in the order plugin also?
EDIT: Never mind, I see that's part of CORE-1443 Tyson Phillips (Inactive)
made changes -
| Status | Resolved [ 5 ] | Closed [ 6 ] |
Please see this thread - http://staging.blesta.com/forums/index.php?/topic/476-ask-for-tax-id/
One of the optional fields is obviously the Tax ID.