TracyLinder
commented
1 month ago Customer Portal:
- Rebuild customer accounts in test, or figure out another way for us to do end-to-end testing. #19345
- Discuss solution so the logged in org doesn’t have to re-select themselves :x: Need new issue if we want to solve this with JS code #19346
- Review the customer portal design and workflow for creating a new account, being able to see page rules, being able to see create buttons.
- Get approval from ROW on the Customer Home page
TCP Reviewer side:
- ROW to approve modal pop-up content (status definitions) ✅
- Case Details view: Remove modern action buttons, Organize by these buckets: project info, contacts, finance & metrics
- Review conditional rules on the status fields for necessary updates
CSWZ Reviewer side:
- Compare case details design to TCP for consistency
Misc.
- Work on go-live checklist/plan
- Reach out to TPW-PIO to discuss help with customer messaging
- Ping Paloma about including messaging in the ROW newsletter
- Usability Testing
Internal DTS huddle to document the remaining pieces of work for this project.