Conference Services Phase 3

From AgriLife WIki

1. Database Structure Change (Testing)
2. Site script change In progress
3. Add Grouping for Events (Alias) (Testing)
4. Removing Customer
   1. Remove from database if no fees collected or invoice sent
   2. No show with refund option
   3. Refund (also check for invoice)
   4. Transfer to another session
   5. Contact Info auto transfer questions / options manual
5. Allow each session to have it own set of questions (Testing)
6. Provide notes for each customer
   1. Record staff logged in
   2. Provide timestamp
7. Have sorting/grouping on both Administration and Public side(Testing)
8. Provide more feedback on Roster(Testing)
   1. Deleted (In progress)
   2. Refunds (In progress)
   3. No Shows (In progress)
9. Add Invoice number to registrant’s details (Testing)
10. Add Check number to registrant’s details (Testing)
11. Ability to download / print pdf (Testing)
    1. Confirmations same layout (Testing)
    2. Receipts same layout (Testing)
    3. Option to email / forward receipt to another address (Testing)
12. Change Deposit forms
    Subtotal account-sub account do not sub total main account
13. Add to Content Manager with PDF uploads
    1. Front Page (Full)
    2. About Us
    3. FAQs
14. Refund Procedure
    1. Sub Account Check
       If fees already collected before subaccount given prompt Mgmt. to notify fiscal
    2. On refund provide amount refunded
15. Event Sorting & Grouping
    1. By alias – if no alias provided us office name (Testing)
    2. Location(Testing)
    3. Month/year (Testing)
16. Add pending, and deleted to roster download
17. Check to see if inactivity is open ~60min
18. Provide formatting rules when information is collected
19. Add middle initial field to Contact Information
20. Auto populate forms
    1. AG 210
    2. AG 209A
    3. Deposit Form
21. Look Up User Edits
    1. Open actual receipt or invoice information
    2. New process
       1. Pull search account and only use search customer
       2. List applicable name with events registered
          Group user name by email address if possible
       3. Each link goes to full details of information, Customer info, order info, payment / receipt info
22. Payment Option
    Credit Cards Only or allow Checks, Money Orders and POs
23. Registration and payment date on roster