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Posted

Please see CORE-590 (It's been planned for some time) and related CORE-1267.

 

Initially I believe some people requested this to open a ticket with the reason, however the support manager may not be installed. We are open to suggestions on how this will work, and where admins will go to review.

Posted

I would say that if support manager (or support manager pro...can it distinguish between modules, that'll have to be considered) is enabled, it should just create a ticket.  Where this ticket goes should be a backend setting (along with if this field is mandatory or not).

 

If there is no support manager installed, it should simply send an email to a specified email address, or maybe a "Pending Cancellation Requests" area on the Billing Overview and Dashboard billing widget.

Posted

I would say that if support manager (or support manager pro...can it distinguish between modules, that'll have to be considered) is enabled, it should just create a ticket.  Where this ticket goes should be a backend setting (along with if this field is mandatory or not).

 

If there is no support manager installed, it should simply send an email to a specified email address, or maybe a "Pending Cancellation Requests" area on the Billing Overview and Dashboard billing widget.

 

I do like the email staff + cancellation requests field on billing overview. Not sure we can do that *and* open a ticket, as the billing overview tracking the requests would necessitate a separate area for managing them besides tickets.

 

User Action: Request Cancellation, enter reason

  1. Email Staff the cancellation request with reason, including details about the service and the reason
  2. Display the cancellation requests in the billing overview widget
  3. Provide an interface in the staff area for staff to review and approve or reject cancellation requests
  4. (Optionally, now or in the future) Allow a department to be set for cancellation requests to additionally open a ticket. These tickets would not replace the review and approve/reject section.

Thoughts?

Posted

I think that process would work just fine, though I think option 4 would certainly be useful.  I know as a provider, and as a client, I would like to be able to respond via ticket that the cancellation has been approved/processed/refunded/etc.  Maybe this could be added to the cancellations request area, just an "open ticket" button to start with if that'll be easier than attaching a specific cancellation ticket with a specific entry in the cancellation request queue.

Posted

I do like the email staff + cancellation requests field on billing overview. Not sure we can do that *and* open a ticket, as the billing overview tracking the requests would necessitate a separate area for managing them besides tickets.

 

User Action: Request Cancellation, enter reason

  1. Email Staff the cancellation request with reason, including details about the service and the reason
  2. Display the cancellation requests in the billing overview widget
  3. Provide an interface in the staff area for staff to review and approve or reject cancellation requests
  4. (Optionally, now or in the future) Allow a department to be set for cancellation requests to additionally open a ticket. These tickets would not replace the review and approve/reject section.

Thoughts?

 

I like your ideia :)

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