Secure public profile, change name from "public"
in progress
C
Chris Berena
Public profile name needs to be changed and the link needs to be secured.
We have received multiple complaints/concerns over the past month regarding public profiles.
If there is something already in place that I am missing to further secure these please educate me.
1) the link is openly available to anyone who gets a hand on it because they are not password protected.
2) their addresses, cost of goods, artwork, goods, etc are all public knowledge before merchandise is available
3) calling them "public" profile only raises more concerns because it reiterates these are public. Change the name to customer profile.
Yona Gidalevitz
Merged in a post:
Update to Customer Portal
R
Rob Du Bois
Customer portal is great but is long overdue for a makeover.
A few things that would go a long way to the customer portal.
1) A searchable option to look up old orders.
2) See a total outstanding Balance and ability to pay multiple orders with 1 credit card payment.
3) Ability to see the status' that show under the new Power Schedule. If we have "Partial Goods" the only way for the client to know it to do an automation to send an email. This doesn't help when looking at all the orders as a whole. Option 2 would be to have it change the main status, but we can't have that override the status that it needs to be. Best bet would be for them to see the individual statuses within an order. We can be waiting for them to send art and waiting for goods at the same time.
We are trying to get all of our clients to trust Printavo aka the process and it difficult when their access is limited.
Attached is a possible way the portal could look.
Thanks!
Yona Gidalevitz
in progress
We are officially kicking off efforts to secure the public invoice experience through customer accounts. We will be testing this in a limited beta before releasing this year.
Printavo
R
Ryan McKee
100% Yes
S
Seth Hasty
but what would you do with the hours of time each day this would save you?
R
Ryan Suda
Thanks for posting, Chris. I definitely had a similar concern about this.
D
Daniel Julius / OnTime Promo & Apparel
I agree with the:
"1) A searchable option to look up old orders."
&
"3) Ability to see the status' that show under the new Power Schedule. If we have "Partial Goods" the only way for the client to know it to do an automation to send an email. This doesn't help when looking at all the orders as a whole. Option 2 would be to have it change the main status, but we can't have that override the status that it needs to be. Best bet would be for them to see the individual statuses within an order. We can be waiting for them to send art and waiting for goods at the same time.
We are trying to get all of our clients to trust Printavo aka the process and it difficult when their access is limited."
this would help us immensely!!
Clients customers being able to access more of their orders and have a smoother search option for their orders would build HUGE amounts of trust in our systems within printavo.
This is something that should definitely get in the works ASAP!
A
Abby McDowell
Merged in a post:
OPEN vs. DUE INVOICES ON CUST PROFILE PAGE
G
GREEN COAST DESIGNS
If we can upgrade the customer profile link to show total owed, vs open, SO maybe we can designate on our View of their profile which invoices are complete and DUE, and that will show as TOTAL OWED at top, As is Now the customer has to add up completed invoices on their own ( or in their accounting system ) And filter thru the works in progress,
A
Abby McDowell
Merged in a post:
Additional info and filtering Customer Profile
h
hello@printthistx.com
When looking at the customer profile it would be helpful to have different tabs to view all of the quotes, completed, shipped, or outstanding balances grouped separately instead of having to sort through all of the pages.
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