TCP issues with screenshots

[Sara Beth Ertugrul]

Hey guys, I'm sorry this was saved in drafts.

Here's the complete list with documentation for TCP.

Issues: Examples of the process not functioning correctly.

1. When a customer orders the 2 week autoship, they are being billed every two weeks but the food is being shipped weekly.  We need the food quantities and kitchen notifications setup to be every 2 weeks (so it’s the same frequency as billing)
   
   
2. When a customer on autoship has a declined payment, the kitchen notification emails are still being sent.  Those should only be sent with successful payments
   (see attached screenshots of Kathy Hiler’s account and notification email)
   
   
3. For some customers, after successful billing the kitchen notification email is not being sent. (See attached screenshots for Elizabeth Crot – she was charged, no Kitchen Notification Email was ever sent for her.)
   
   
4. Kitchen notifications are not being stopped when a subscription is made inactive (See attached screentshots for John Waltrup for kitchen notifications on 12/17 and 12/20 with no active orders or subscriptions since 11/14)
   
   
5. After selecting a Get Lean/Stay Lean, DFY/BYO and submitting registration details, the system loads the Wordpress login page instead of the Choose Your Meal Plan page.  
   If you hit the back button, you are redirected to choose your meal plan. http://screencast.com/t/X8002VLTBFYB 
   
   
6. We also had an issue where when selecting a DFY menu option and selecting “I Love It All”, it takes multiple clicks to proceed to the billing information page (this has been reported multiple times): http://screencast.com/t/7vLp66DFSud 

This screencast displays both of the last two issues: I was redirected to a wordpress login page and then could not proceed past the “Choose Your Menu” screen.  http://screencast.com/t/QJCEoxxNAJW

 

You can see that we’ve captured these issues in multiple browsers.

 

 

Requests: Information we need to manage the system effectively.

• We need to have complete control to administer our own domain and email addresses.
  
  
•  I need our iMember360 login credentials to go to them for support.  Also is it alright to update iMember360 whenever an update is available?
  
  
•  An explanation of how the system works.  For example:
• What triggers a kitchen notification email? 
• How do we manage the triggers, settings and/or content of that email?
• How can we see a client’s current meal selections without logging in as them in the Client Portal? (so that we can spot check that the kitchen notification sheet and the client’s selections are the same)?  In Infusionsoft, we can only see “Custom 3 Day menu” but not the food selections.
• A basic understanding of how this was built and which components are controlled by which elements (Infusionsoft, iMember360, custom coding on the server) so that when something looks out of place, we know where to look.
  
  
• I need a guarantee that we can update our website (keep wordpress, iMember360 and plugins up to date) without the functionality of the cart or Client Portal breaking.