Optimizely Customer Feedback

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Self-Service

Showing 32 of 470

Tax Certificate Form Self-Service

A large percentage of our customers are businesses, even customers coming for a one-time/first-time buy (B2C) with no personal interaction. Allow these customers making their first purchase through our website to self-service their tax status. The...
6 days ago in B2B Commerce Cloud / Self-Service 0

Invoice History - Filter on Invoice Status

The "Open Invoice Only" filter in the Invoice History is quite limited. It would be great to be able to filter on an Invoice Status the same way you can filter on an Order Status in the Order History. Adding an Invoice Status Mapping just like the...
4 months ago in B2B Commerce Cloud / Self-Service 0

"My Lists" export option

Many of our customers ask for excel item lists, specifically with pricing to import into 3rd party software packages. I'd like an export button on the list page. It could be used as an easy way for customers to create a quick order template. It wo...
4 months ago in B2B Commerce Cloud / Self-Service 0

Option to add more approvers to an user

We would love to have the option to add multiple approvers (everyone from a department) to an user. By adding them or bij a new role.
4 months ago in B2B Commerce Cloud / Self-Service 1

Editing & Creating Website User Roles

Currently we can create and edit Console User Roles and Permissions, however, in order to create or edit Website User Roles, we have to go through our partner. It would be a huge benefit for us to be able to create and edit Website User Roles our...
4 months ago in B2B Commerce Cloud / Self-Service 0

Lists

For CSR it is difficult to keep track of which lists have been shared with which accounts. Displaying all accounts a given list has been shared with will be very beneficial.
4 months ago in B2B Commerce Cloud / Self-Service 0

Budgets by Order

I have reviewed how to setup budgets at the user level but is there a way to setup a budget/spend limit by order/transaction for a user? Ex: we have a customer who could have a budget of $10,000/month/user but a max transaction limit of $1,000/ord...
4 months ago in B2B Commerce Cloud / Self-Service 0

Order Upload - Default check "First row is column headings"

If a customer is using the Order Upload functionality from Insite, they most likely are going to enter in their product numbers and quantity and NOT change the top heading line. At least that is what ours will do. Would love to hear if others find...
4 months ago in B2B Commerce Cloud / Self-Service 0

New User role: Order wtihout approval, not able to see invoices

We have customers looking for a role that restricts users from seeing invoices and company account balance, but doesn't require them to get approval on orders. Ideally somewhere between Buyer 3 and Buyer 2. Many of our larger customers have servic...
4 months ago in B2B Commerce Cloud / Self-Service 0

Forgot Password Using Email Instead of Username

It would be nice to give the customer the option to reset their password using "Forgot Password" and their email address. If someone forgot their username, they can't proceed. Most likely they always use the same email, so that is more bulletproof.
4 months ago in B2B Commerce Cloud / Self-Service 0