Details
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Type:
Sub-task
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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: None
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Fix Version/s: 6.0.0-b1
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Component/s: None
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Labels:None
Description
- only home phone number shown on primary view page (I do see multiple numbers in the client box)
- client edit button has text while design has only icon (note that client-invoice-edit.html does include the text, so it's inconsistent in the design)
- Quick actions (invoice method, autodebit, etc) don't use toggle like design
- "member of ..." is not in the design
- Client group badge is the wrong color (The color looks right to me. I changed it for the group and it is now reflected)
- Design shows 5 actions before expand, branch shows 9
- member since/last seen includes what look like extra lines ("last activity")
- Should the expanded contacts section be in a well or something? (This section is missing from the design)
- "Show all actions" does not change to "show fewer actions" after expanding
Activity
| Field | Original Value | New Value |
|---|---|---|
| Description |
Sidebar
- only home phone number shown on primary view page - client edit button has text while design has only icon (note that client-invoice-edit.html does include the text, so it's inconsistent in the design) - Quick actions (invoice method, autodebit, etc) don't use toggle like design - "member of ..." is not in the design - Client group badge is the wrong color - Design shows 5 actions before expand, branch shows 9 - member since/last seen includes what look like extra lines ("last activity") - Should the expanded contacts section be in a well or something? (This section is missing from the design) - "Show all actions" does not change to "show fewer actions" after expanding |
- only home phone number shown on primary view page - client edit button has text while design has only icon (note that client-invoice-edit.html does include the text, so it's inconsistent in the design) - Quick actions (invoice method, autodebit, etc) don't use toggle like design - "member of ..." is not in the design - Client group badge is the wrong color - Design shows 5 actions before expand, branch shows 9 - member since/last seen includes what look like extra lines ("last activity") - Should the expanded contacts section be in a well or something? (This section is missing from the design) - "Show all actions" does not change to "show fewer actions" after expanding |
| Summary | v6 Client profile fixes | v6 Client profile fixes - Sidebar |
Paul Phillips
made changes -
| Assignee | Paul Phillips [ admin ] |
Paul Phillips
made changes -
| Description |
- only home phone number shown on primary view page - client edit button has text while design has only icon (note that client-invoice-edit.html does include the text, so it's inconsistent in the design) - Quick actions (invoice method, autodebit, etc) don't use toggle like design - "member of ..." is not in the design - Client group badge is the wrong color - Design shows 5 actions before expand, branch shows 9 - member since/last seen includes what look like extra lines ("last activity") - Should the expanded contacts section be in a well or something? (This section is missing from the design) - "Show all actions" does not change to "show fewer actions" after expanding |
- only home phone number shown on primary view page *(I do see multiple numbers in the client box)*
- client edit button has text while design has only icon (note that client-invoice-edit.html does include the text, so it's inconsistent in the design) - Quick actions (invoice method, autodebit, etc) don't use toggle like design - "member of ..." is not in the design - Client group badge is the wrong color *(The color looks right to me. I changed it for the group and it is now reflected)* - Design shows 5 actions before expand, branch shows 9 - member since/last seen includes what look like extra lines ("last activity") - Should the expanded contacts section be in a well or something? (This section is missing from the design) - "Show all actions" does not change to "show fewer actions" after expanding |
Now using toggles for actions. Fixed actions and suspension icon date modal. Fixed Last Activity at bottom of footer. Updated the Edit option to use an icon only (will fix color in a separate CSS fix). Added Contacts (will need to be updated to point to a contacts listing page later). Sidebar is cached, so added cache clearing on actions. Updated the language for the account actions expand/contract and limited it to 5 when contracted.
Paul Phillips
added a comment - Now using toggles for actions. Fixed actions and suspension icon date modal. Fixed Last Activity at bottom of footer. Updated the Edit option to use an icon only (will fix color in a separate CSS fix). Added Contacts (will need to be updated to point to a contacts listing page later). Sidebar is cached, so added cache clearing on actions. Updated the language for the account actions expand/contract and limited it to 5 when contracted. Paul Phillips
made changes -
| Status | Open [ 1 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Status | In Review [ 5 ] | Closed [ 6 ] |
Some of the issues with phone numbers, badge color, etc. I think is a CACHING issue. I was having trouble with the state of the toggles and invoice method and discovered that the partial is being cached. Clearing cache whenever settings are updated is probably the way to go, but this should also apply to editing the client's details and possibly other actions.