Get documents about "Account Open End Form
Description
Account Open End Form document sample
Document Sample
<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.
C:\Docstoc\Working\pdf\543b1986-913e-409b-8dd3-91659abf5091.xls
Rev 4/05 Page 1 of 6
<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
C:\Docstoc\Working\pdf\543b1986-913e-409b-8dd3-91659abf5091.xls
Rev 4/05 Page 2 of 6
<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.
C:\Docstoc\Working\pdf\543b1986-913e-409b-8dd3-91659abf5091.xls
Rev 4/05 Page 3 of 6
<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.
C:\Docstoc\Working\pdf\543b1986-913e-409b-8dd3-91659abf5091.xls
Rev 4/05 Page 4 of 6
<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.
C:\Docstoc\Working\pdf\543b1986-913e-409b-8dd3-91659abf5091.xls
Rev 4/05 Page 5 of 6
<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)
C:\Docstoc\Working\pdf\543b1986-913e-409b-8dd3-91659abf5091.xls
Rev 4/05 Page 6 of 6
Related docs
