Account Open End Form by akg31466

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									                                                                                                                                                                      <project name> Project Issue/Action Item Log


                                                                                                                                                                                                  Time
                                                              Current                                                                                                                            Estimate
                                                              Status       Priority           Type                                                                                               Large > 80 Hrs
                                                                (Open       (High = 1      (Business Issue                                                                                      Medium 40-80 Hrs
                                                                Closed     Medium = 2      Technical Issue
                                                                                                                                           Dept Impacted /                    Date      Date     Small < 40 Hrs
                                                                                                                                                                                                                    Date
 #                        Description                          Deferred)     Low = 3)        Action Item)          Reported By               Application         Owner       Logged     Due      Minimal < 8 Hrs   Closed               Comments
 1 UPS-SCS Interfaces – to support logistics changes           Open        High = 1     Bus & Tech Issue           Gina McCarthy         MyApex.com/UPS      Contact Designs 25-Oct                                         During / Post PCI             UPS
   Build interfaces to:                                                                                                                                                                                                     hoping to have test environment
   Generate XML 940 Sales Order Data – post locally                                                                                                                                                                         setup by Nov 7, set to be in
   within 24hf network                                                                                                                                                                                                      production by December 15 to
   Import and process XML 945 Shipment Confirmation –                                                                                                                                                                       start shipment out of UPS in
   pick up locally within 24hf network                                                                                                                                                                                      Miraloma facility for Apex/24 -
   Upon receipt of Ship Confirmation
   Update Shipment Status to “shipped” – assumption
   ship complete and no partials
   Paypal – auto delay capture of original transaction

 2 bodybugg gift logic - excluded too many                     Open        High = 1       Action Item                  Dan                                   Contact Designs   18-Oct
 3 Handling fees for ATYD monthly order - $4 for 24hf          Open        High = 1      Business Issue                Dan                                   Contact Designs   18-Oct
   members for , $3 for outside market members , update
   verbage in checkout, auto emails and webpages,
   Handling fee sku for Expandable
 4 ATYD Bodybugg Coach commissions on ARC club                 Open        High = 1      Business Issue                Dan                                   Contact Designs   18-Oct
   member ATYD purchases
 5 24HF HelpDesk Admin Tool - Add more functionality so        Open        High = 1       Action Item                  Dan                                   Contact Designs   18-Oct                                       Post PCI
   they can maintain records
 6 PCI Compliance - MyApex and MyStore                         Open        High = 1     Bus & Tech Issue                                                     Contact Designs            #####                               Starting end of next week, .freeze
                                                                                                                                                                                                                            on changes for MyStore and
                                                                                                                                                                                                                            MyApex till PCI is complete
7 Contact Commerce - Password Encryption and Reset             Open        High = 1     Bus & Tech Issue               Dan                                   Contact Designs            #####                               Post PCI
   functions - per PCI
8 MyApex - Manual Sales Order Interface through                Open        High = 1     Bus & Tech Issue               Dan                                   Contact Designs   24-Oct                                       Post PCI
   Contact Commerce to drop in different types of orders
   such as for Europa, Promotional Orders, Sponsorships,
   and any other
9 E-Learning Courses Convergys - build bridge to               Open        High = 1     Bus & Tech Issue               Dan                                   Contact Designs   18-Oct                                       Post PCI
   Courses from Myapex - transition out of old retail e-
   store (products.apexfitness.com)
10 MyApex Returns Website (upsrow.com) - send order            Open        High = 1       Action Item                  Dan                                   Contact Designs   18-Oct   #####                               During PCI
   number, fname,lname to UPS. Copy changes on
   screen
11 Add flash videos directly to myapex (so OM clubs don’t      Open        High = 1       Action Item               Odd Haugen                               Contact Designs   24-Oct                                       Post PCI
   have to deal with 24 HF banner)
12 Need a report that designates bbARC (club channel)          Open        High = 1      Business Issue             Ed/Jeremy            Contact Commerce    Contact Designs   24-Oct                                       Prior to PCI
   activations by club or by Org – date range in Contact
   Commerce
13 MyApex Daily E-mail add Total $ Instant Order               Open        High = 1       Action Item        Patrick Naaman/Odd Haugen                       Contact Designs   25-Oct                                       Prior to PCI
   Revenue
14 MYAPEX Address error-pulling incorrect information          Open        High = 1                                   Crystal            PAC, Customer                         30-Oct
   into ESI:MYAPEX order shipping to incorrect                                                                                           Service
   addresses that are on order in ESI <contact commerce-
   is correct info>. Second scenario is pulling in both
   billing and shipping information from CC into ESI order
   resulting in 2 lines of address.
15 VIP REV-TAX Line-drops incorrectly doubling cost in         Open        High = 1                                   Crystal            Customer Service,                     30-Oct
   ESI:Order total is duplicating in the TAX line, doubling                                                                              Accounting
   the amount of the order in ESI.




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                                                                                                                                            <project name> Project Issue/Action Item Log


16 $14.95 monthly renewals-no visibility:Customers who          Open   High = 1                      Crystal   Customer Service,                     30-Oct
   buy the recurring order $14.95 web renew often                                                              Tech Support
   experience processing problems.
   This item is supposed to update in 24hours from
   purchase. If it doesn't update in 24hours, Customer
   Service, nor Tech Support can see what is going on
   with the order: did it process, did it fail, why did it
   fail…so cannot help the customer when 5 days later,
   they still see "your renewal is being process on their
   account.                NO details appear in CC for any
   department to access to get status. No order number
   generates, its a huge guessing game and results in a
   lot of lost time.
17 HI Instant orders are able to order WOS- is adding           Open   High = 1                      Crystal   Customer Service                      30-Oct
   freight to orders that say is free. Customers call
   confused.
18 Renewals: order charges processed 1)NO order drops           Open   High = 1                      Crystal   Customer Service,                     30-Oct
   into CC or ESI 2) The reactivation fee sku and value                                                        Accounting
   drops into ESI but no renewal sku or value.
   Requires much manual correction. Often time do not or
   can not get a response to fix the order.
19 5% discount is being applied to wholesale bodybugg           Open   High = 1                      Crystal   Company                               30-Oct
   sku's (when pre-paid)
20 MYAPEX Orders: SKUS drop into CC and ESI at $0.00            Open   High = 1                      Crystal   Customer Service,                     30-Oct
                                                                                                               Company
21 BB2U orders are dropping into ESI without the added          Open   High = 1                      Crystal   Customer Service,                     30-Oct
   tax that is reflected on CC orders.                                                                         Accounting
22 Wholesale pre-paid accounts are dropping orders on           Open   High = 1                      Crystal   Customer Service,                     30-Oct
   Net30 terms                                                                                                 Accounting
23 Club Admin section of myapex has a glitch where if you       Open   Low = 3     Business Issue    Chad      HelpDesk/Chad/Tom Contact Designs     15-Oct         Post PCI
   downgrade a user to no armband, it doesn't actually
   take the ab away from the account.
24 ARC_Serials table - Process Self-enroll clean up             Open   Low = 3    Bus & Tech Issue   Joseph                        Contact Designs   24-Oct         Post PCI
   (Default all 24 HF serials to default to no sessions from
   BM SamePage import)
25 ARC_Serials table - version numbering                        Open   Low = 3    Bus & Tech Issue   Chad                          Contact Designs   24-Oct         Post PCI
26 Affiliate link for clubs - give ability for their users to   Open   Low = 3      Action Item      Dan                           Contact Designs   18-Oct         Post PCI
   choose their trainer
27 Contact Us page needs to be updated to a form where          Open   Low = 3    Technical Issue    Chad      Chad/Tom            Contact Designs   16-Oct         Post PCI - Need further
   people will not just pick an e-mail address randomly                                                                                                             information on requirements and
   and send a cust serv. issue to tech support. They have                                                                                                           interface that need to be built to
   to fill out mandatory details about themselves and their                                                                                                         support this function
   issue.
28 Allow Account Managers to be able to add and edit            Open   Low = 3    Bus & Tech Issue   Chad      Tech Support        Contact Designs   16-Oct         Post PCI - Need further
   clubs accounts which are currently being sent to Tech                                                                                                            information on requirements and
   Support (Tom) via Goldmine and EII Alerts.                                                                                                                       interface that need to be built to
                                                                                                                                                                    support this function




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                                                                                                                                                              <project name> Project Issue/Action Item Log


29 The enrollment section of the myapex program is a bit            Open   Low = 3     Action Item              Chad             Tech                Contact Designs   17-Oct         Post PCI
   confusing.                                                                                                                    Support/Customer
   The phone numbers are listed as follows:                                                                                      Service/Fit Pros

     Primary Phone:
     Secondary Phone:

     Would make more sense to be listed as
     Home Phone:
     Work Phone:

     This is how it is listed in Contact Commerce.

     It is difficult to tell if someone's primary number is there
     home or work phone.
     That is left to their definition.

     Primary is listed as only phone number for fit pros in fit
     pro complete member list.
     They might need the Secondary Phone (Work Phone)
     as well.
30   Auto E-mails - customers getting plain text showing            Open   Low = 3   Technical Issue           Crystal           Customer Service    Contact Designs   23-Oct         Issue dependant on customer e-
     html codes                                                                                                                                                                       mail client
31   Need ability to separate out bbARC (club channel) and          Open   Low = 3    Business Issue          Ed Slover                              Contact Designs   24-Oct         Post PCI
     mystore bb2u sales on myapex daily reports
32   VIP_nofitpro issue (any fit pro can grab any client).          Open   Low = 3     Action Item              Chad                                 Contact Designs   24-Oct         Post PCI
     May want to make no fit pro members visible to club
     level only.
33   Update Get Informed receipt email to show 30 days,             Open   Low = 3     Action Item             Christie                              Contact Designs   24-Oct         Post PCI
     rather than 30-60 days.
34   Club log-in: Move club admin message above bb report           Open   Low = 3     Action Item             Christie                              Contact Designs   24-Oct         Post PCI
     msg
35   Myapex Club and Org Admin ATYD Member Status                   Open   Low = 3    Business Issue         Ed/Jeremy                               Contact Designs   24-Oct         Post PCI
     Report "Members Registered for myapex" not
     functioning
36   MyApex - 24hf Ad on MyApex - split ad with separate            Open   Low = 3    Business Issue    Bill Quinn/Neal Spruce   MyApex.com          Contact Designs   25-Oct         Post PCI
     links
37   MyApex - Member Kit from 24HR Fitness.com - free 30-           Open   Low = 3   Bus & Tech Issue   Bill Quinn/Neal Spruce   24hourfitness.com   Contact Designs   25-Oct         Post PCI
     day web only programs for 24hr members post login                                                                           and Myapex.com

38 UPS Real Time shipping rates for MyApex ordering                 Open   Low = 3   Bus & Tech Issue       Odd Haugen           Myapex.com        Contact Designs     25-Oct         Post PCI
39 Improve system for customers to figure out their own             Open   Low = 3    Technical Issue          Chad              HelpDesk/Chad/Tom Contact Designs     16-Oct         Post PCI, Need further information
   usernames and passwords online and make sure that it                                                                          + customers                                          on requirements to this page or
   is shown in a way that people actually will see it and                                                                                                                             submission form
   use it.
40 Contact Commerce-auto archive: All online orders not             Open   Low = 3                             Crystal           Customer Service                      30-Oct
   shipped by PAC must be manually archived <bbweb
   renewals/web programs> in Contact Commerce from
   the Open Orders menu.
   This includes product orders that don't upload shipping
   information correctly in order to close/archive the order
   in contact commerce.




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                                                                                                                                              <project name> Project Issue/Action Item Log


41 BB returned accounts wanting to repurchase: Online          Open    Low = 3                        Crystal    Customer Service                      30-Oct
   message says to call customer service. Customers who
   return their intial bodybugg program <RMA> and want
   to re-startat a later log into their account and see this
   message.
   There is no way for customer service or tech support to
   make this account available for a new program
   purchase in their existing myapex account.
   Essentially, they cannot use an existing myapex for
   bodybugg if they have previously purchased and
   returned. For those with ATYD history, its important to
   help them stay in their existing account. We need to
   create ways to re-purchase the program.
42 RMA/30 day extension updates What is the process we         Open    Low = 3                        Crystal    Customer Service                      30-Oct
   need to get this automated? Too may complaints and
   down time wondering when their 30 days will be
   applied. Time spent chasing down answers or
   manually updating the account.
43 MyApex- ability to add multiple-ship to addresses-          Open    Low = 3                        Crystal    Crystal, Customer                     30-Oct
   NEC/EMP- and it update ESI.
44 Discounted sale section- sell off coming up to exp.         Open    Low = 3                        Crystal                                          30-Oct
   Products/Discontinuations
45 Order confirmation emails:ADD order detail in full when     Open    Low = 3                        Crystal    Customer Service                      30-Oct
   it confirms" we received your changes" etc.
46 MYAPEX email shipping confirmations reflect                 Open    Low = 3                        Crystal    Customer Service    Dan /             30-Oct
   Camarillo address - should be updated to Westlake                                                                                 Expandable
   Village. Expandable packing slip needs to be updated

47 E-Learning Courses Convergys - build bridge to              Open   Medium = 2 Bus & Tech Issue      Dan                           Contact Designs   18-Oct         Post PCI
   Courses from Myapex - transition out of old retail e-
   store (products.apexfitness.com)
48 MyApex - Vertex Interface                                   Open   Medium = 2 Bus & Tech Issue      Dan                           Contact Designs                  Post PCI - Pending contract
                                                                                                                                                                      with Vertex - could be an 08
                                                                                                                                                                      project
49 Self Help Tech Support Page needs to be created with        Open   Medium = 2 Bus & Tech Issue     Chad       Tech Support        Contact Designs   16-Oct         Post PCI, Need further information
   everything a customer could do for themselves that                                                                                                                 on requirements to this page or
   could be tried prior to contacting tech support                                                                                                                    submission form
50 Update Out of Stock logic (allow purchase but post          Open   Medium = 2 Bus & Tech Issue     Crystal                        Contact Designs   24-Oct         Post PCI
   backorder message on page) - new flag that would
   allow purchase or not if an item is out of stock and to
   display message
51 Update BB Gift order page with images and other             Open   Medium = 2    Action Item     Odd Haugen                       Contact Designs   24-Oct         Post PCI
   upgrade packages
52 bodybugg web -manual process in ESI                         Open   Medium = 2                      Crystal    Customer Service                      30-Oct
   Must make this an automated close/archive: Every web
   renewal/bb web only program order in ESI must 1)
   have line items updated manually 2)must be
   maintained manually
53 Credit Cards: Request that all online credit card sales     Open   Medium = 2                      Crystal    Customer Service,                     30-Oct
   move to Automatic $ capture, so as to avoid manually                                                          Accounting
   capturing each sale in the accounting/paypal system
   <accounting>.
54 24 HOUR bugg program -end time-on returns:For               Open   Medium = 2                      Crystal    Company                               30-Oct
   customers who purchase from 24hr and then return to
   the club. Who is ending the subscription time and
   killing the account from additional web renewal
   purchases? If this is not being done, members still
   have an active web-only program.




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                                                                                                                                             <project name> Project Issue/Action Item Log


55 Tracking numbers not updating properly: Consistent          Open   Medium = 2                      Crystal    PAC, Customer                        30-Oct
   problem with tracking numbers from UPS not loading                                                            Service
   into Expandable. Customers in turn do not receive
   tracking details and status remains "pending". Result in
   mutliple call/emails for details on the order status.

56 Email me my password function doesn't work well. This       Open   Medium = 2                      Crystal    Customer Service                     30-Oct
   online feature doesn't work well and results in
   numerous calls and emails daily to customer service.
   We need to review and fix it to help us and the
   customer.
57 Include username in this FORGOT feature- it's as            Open   Medium = 2                      Crystal    Customer Service                     30-Oct
   frequent a request as the password.
58 bodybugg-International folks. Everything from account       Open   Medium = 2                      Crystal    Customer Service                     30-Oct
   creation to renewals are all processed manually as
   there is no set up online. Propose: Make Intl addresses
   open to bodybugg sales/renewals only. Make other
   menu options unavailable as soon as they select the
   box for International address.
   At this point, most customers are sneaking the address
   in and putting a domestic state. We modify some of the
   details and process the paperwork and shipping
   charges manually.

59 Wholesale Orders-MYAPEX-be able to see customer             Open   Medium = 2                      Crystal    Customer Service                     30-Oct
   front end info and order history. Contact Comm.
   Unable to see any reference order history when a
   wholesale account calls.
60 STOCK OUT's- putting the stock out section on the           Open   Medium = 2                      Crystal    Customer Service                     30-Oct
   front of myapex homepage- or other more visible
   location for customers.
61 bodybugg order history: add shipment tracking               Open   Medium = 2                      Crystal    Customer Service                     30-Oct
   information
62 PO BOX orders consistently get through. Lot of phone        Open   Medium = 2                      Crystal    Customer Service,                    30-Oct
   follow up to customer and back to PAC. The raise in                                                           PAC
   customers (24hr) results in raise of problem. Have
   received 12 PO BOX errors in past 7 days. Make the
   font bigger/louder or set programming that defaults to
   an error message as soon as P.O. or PO is entered.

63 New links in non-24Hr Club Admin section of          Closed                     Bus & Tech Issue   Jeremy     Account                              29-Oct
   OnCommand ("Limited ARC Install Prep" & "Standard                                                             Management, Sales
   ARC Install Prep") are not accessible via the
   OnCommand Development link, nor do they have the
   OnCommand Master drop-down list at the top of the
   pages
64 Update Contact List (add Tony and Joseph, remove     Closed                       Action Item      Jeremy     Account                              30-Oct
   Ron and Chad, fix Carol's name) for clubs at                                                                  Management, Sales
   http://my.apexfitness.com/oncommand/dealersupport.ht
   ml
65 Directory Structure change per Jim Mack review       Open                         Action Item      Jim Mack   MT-                 Contact          12-Nov
                                                                                                                 Engineering/ITCM    Designs/MT-Eng
66        System stopped midnight check of keeping bb          Open                  Action Item       Chad           TS/Fit pros    Contact          12-Nov
      subscription end date and fit pro cert expiration date                                                                         Designs/MT-Eng
     the same. Needs to be updated manually now. After
      fit pro cert expiration date, expiration end date adds
      one year correctly but bb subscription end date date
         not extend to match. No way to tell unless fit pro
         complains to inform us that their bb program has
                               expired.




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                                                                                                                                    <project name> Project Issue/Action Item Log


67 Myapex club admin cannot remove armband from                 Open    High = 1      Action Item       Chad                            12-Nov
   account if inputted incorrectly. Looks like it works for
   club admin area but doesn't actually change the status
   to none. I have to change manually in user_db

68 Revise copy on wholesale order section.                      Open    Low = 3       Action Item      Jeremy                           14-Nov
69 Discuss usefulness of club message boards for their          Open                  Action Item      Jeremy                           19-Nov
   members. A link for this functionality exists in the "club
   admin" for both Fit Pro and Member messages. FP
   message does work, member message cannot be seen
   by members at this time
70 If 24 hour member is on 1 month trial and the get            Open    High = 1    Bus & Tech Issue    Chad                            27-Nov
   purchase solutions and get the 3 months that comes
   with it, if they buy an armband and buy it after the 4
   months expires (3 solutions + 1 trial), they get the 3
   months added (From the armband purchse) to the date
   of the 4 month subscription not 3 months from date of
   the ab purchase. So if you buy an ab 2 months after
   your web subscription expires (after purchasing
   Solutions) you will only get 1 month added to your
   subscription rather than the 3 you are supposed to get.

71 Allow web-only users to add an armband to their              Open    High = 1      Action Item
   existing account without assistance from trainer/tech
   support/bb coach.
72 Allow all bb users to purchase phone coaching                Open   Medium = 2     Action Item      Christie
   sessions (if they are not already in the bb consumer
   club, automatically move them from their current bb
   club to the bb consumer club or create new "bb coach"
   field that allows bb coach and bb fit pro to access
   user's program).
73 Create a Get Informed Question of the Day program            Open    Low = 3       Action Item      Christie
   where the daily Q & A is sent by email to those who
   sign up.
74 Data is not populating in the Club Admin bodybugg            Open                Bus & Tech Issue   Jeremy     AM, CS, Finance       1.4.08
   "Member Enrollments" report. This report allows clubs
   to "double check" on the bbg enrollments activation
   charges report they receive from Finance
   Add new choice for "bought it online" for "Please tell us    Open                Technical Issue     Chad      TS                    1.8.08
   where you purchased your bodybugg?" since this is
   becoming the largest way that the bb is being
75 purchased.
                (use Alt+Enter to add lines to same cell)                                                                                                    (use Alt+Enter to add lines to same cell)




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