Optimizely Customer Feedback

Describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

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Showing 31 of 612

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...
9 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.
9 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...
9 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.
9 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.
9 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...
9 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...
9 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...
9 months ago in B2B Commerce Cloud / Self-Service 0

"Request for Quote" feature does not allow approver to modify the cart

Hi Team, For RFQ feature, Approver dose not any option to modify the cart or items requested by requester. Following are some example- Not able to increase/decrease quantity Not able to add/remove product Expected behavior: RFQ f...
9 months ago in B2B Commerce Cloud / Self-Service 0

Ability to have category filters in "My List"

Right now if we or the customer creates a list, there is no way to filter through their list of products. They either have to scroll and search through multiple pages or we have enhanced the search feature but having categories gives the customer ...
9 months ago in B2B Commerce Cloud / Self-Service 0