6 results found

1. Cart History Approver Show Actual Approver

   Cart History only shows the user's assigned approver, not the actual user who approved the order if a different account Administrator logs in and approves it. Customers are refusing payment because we cannot provide information regarding who approved the order, so this is critical for us.

   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Delete…  ·  Admin →
   Building  ·  AdminSara Winter (Principal Product Manager, Optimizely) responded

   We agree that the approver listed should reflect the actual approver once it has been approved within Cart History.

   
   

   We will provide an update once we have completed development and assigned a release.

2. Ability to force website users to sign in

   When Remember Me/Keep Me Signed In is enabled for the website, and the user selects the Remember Me/Keep Me Signed In option when signing into the Website, there is nothing that forces them to sign in again if their role has been changed. They can return to the website based on their cookies, even though their role has now been changed (example: from Buyer3 to Buyer1). As a result, they can place an order without approval.

   Please implement a function to force website users to sign in again when their role has been changed.

   5 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Building  ·  1 comment  ·  Delete…  ·  Admin →

3. Make Wishlist Item Line Note Searchable within the Wishlist Search Bar

   Problem Statement:
   As a frequent user of Lists within the site, I need to find items based on custom information I have added to the Line Note within the List so that I can be sure I am ordering the proper item.

   Proposed Solution:
   Allow for the user to use the existing search field within Lists to find text within the Line Notes of items in the list. Customers will often put Ordering Details, Stocking Data, or even Custom Part Numbers within that field so they can be clear about what is ordered. But, those notes are not searchable, so the customer needs to read through many notes to find the right thing.

   Some Line Note Examples for Reference:
   - Elementary Bathrooms Only
   - Old Product ID: 223456
   - Fajita Seasoning (Product Name doesn't contain fajita)

   Problem Statement:
   As a frequent user of Lists within the site, I need to find items based on custom information I have added to the Line Note within the List so that I can be sure I am ordering the proper item.

   Proposed Solution:
   Allow for the user to use the existing search field within Lists to find text within the Line Notes of items in the list. Customers will often put Ordering Details, Stocking Data, or even Custom Part Numbers within that field so they can be clear about what is ordered. But, those notes are not searchable, so… more

   •  

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Building  ·  0 comments  ·  Delete…  ·  Admin →

4. Add more available model values to all email templates

   As a client some basic information available on all the email templates, to provide a better experience to our customers.
   WebsiteUrl -> Will help link back from the email back to the website. This variable is available on some templates, but not all.
   LogoImagePath -> Will help stylize the emails with the company logo. This variable is available on some templates, but not all.
   WebsiteName -> This will help make the website name visible and more recognizable.
   CurrentYear -> To be used on the copyright footer, so we don't need to update the templates on every year change.

   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Delete…  ·  Admin →
   Building  ·  AdminSara Winter (Principal Product Manager, Optimizely) responded

   Thank you for submitting this request! We are currently working on adding these options to all email templates.

   
   

   While we cannot guarantee a release date we are aiming to have this completed in the next available short term release.

5. Make Customer Assignment for Lists Easier to Maintain

   It would be nice if we had the ability to assign lists to all customers at one. Currently, I can only assign them to 30 at a time and it is time consuming.
   We would also like to see the ability to leverage rules to dynamically assign customers based on Customer Bill To and Ship To Fields (currently offered in Restriction Groups for example

   5 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Building  ·  0 comments  ·  Delete…  ·  Admin →

6. Reject an Order

   If a Buyer1 places an order, it kicks off to the Approver to approve the order.
   What if the Approver wants to reject the order for some reason? There needs to be a way to reject and add comments.

   5 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Delete…  ·  Admin →
   Building  ·  AdminSara Winter (Principal Product Manager, Optimizely) responded

   We understand the importance of having a robust workflow that not only allows for approvals but also provides the flexibility to reject orders when necessary.

   I'm pleased to inform you that we are currently working on enhancements to our order approval workflow, which will address this request. Here are some of the improvements that are in process:

   1. Order Editing and Communication Enhancements:

   • Our new feature allows approvers and submitters to make edits to orders pending approval without having to reject and restart the order process. This includes adding, removing, or editing line items.
   • The design we are proposing provides additional storefront messaging and activity log to ensure proper communication between the submitter and order approver regarding any changes made to the order.
   • Proper status management will also put in place to ensure that only one user can make edits at a time, preventing conflicting changes.

   1. Rejection Path with Comments:

   • We are considering implementing a rejection path that allows approvers to reject an order and provide comments. This will enable clear communication between the approver and submitter regarding the reasons for rejection and any suggested changes.

   1. Improved User Experience:

   • Enhancements to the cart and order approval workflow will allow users to save changes and continue later, providing a more flexible and user-friendly experience.

   We understand the importance of having a robust workflow that not only allows for approvals but also provides the flexibility to reject orders when necessary.

   I'm pleased to inform you that we are currently working on enhancements to our order approval workflow, which will address this request. Here are some of the improvements that are in process:

   1. Order Editing and Communication Enhancements:

   • Our new feature allows approvers and submitters to make edits to orders pending approval without having to reject and restart the order process. This includes adding, removing, or editing line items.
   • The design we are proposing provides additional storefront messaging and activity log to ensure proper communication between the submitter and order approver regarding any changes made to the order.
   • Proper status management will also put in place to ensure that only one user can make edits at a time, preventing conflicting changes.

   1. Rejection Path with Comments:

   • We… more