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  1. Know if a staff user is no longer signed into the client and route any open requests back to previous status.

    Use the System Manager’s StaffSession processing to identify transactions that are marked as in processing by a user that no longer has the Client open. Then route those back to their previous state to present requests being stranded.

    1 vote

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  2. 1 vote

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    0 comments  ·  Staff Client  ·  Admin →
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  3. 1 vote

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  4. 1 vote

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    0 comments  ·  Email  ·  Admin →
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  5. 1 vote

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    0 comments  ·  Duplication  ·  Admin →
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  6. 1 vote

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    0 comments  ·  Staff Client  ·  Admin →
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  7. Adding an activity under the "Request for" is confusing because it only says Clear Association

    The only button is "clear" but there's no "add" button (you're supposed to double-click the row).

    1 vote

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  8. Move requests from signed in users when they sign out

    Create a customization key to designate the queue

    1 vote

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    0 comments  ·  Staff Client  ·  Admin →
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  9. 1 vote

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    0 comments  ·  User Management  ·  Admin →
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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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    0 comments  ·  Staff Client  ·  Admin →
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  13. Add tag for total amount owed for user email templates

    This value is available on the web interface for a user to see the outstanding amount owed for all transactions. It's also visible under the user form in the staff client in the billing tab.

    Staff would like the user email template to have a tag for that total amount owed so that it can be sent to them.

    Is this sufficient or would staff need to be able to email a statement to the user in addition to printing a statement?

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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