Admin: Contact detail

Requirements for the contact page that opens when you click on a single contact in the contacts list

Overview page

• As an admin/super admin I can get a quick overview of a user's saved information in order to quickly check their information

• As an admin/super admin I can edit some general information about the user, that only admins and super admins can see (not users right now):

  • I can add a description that is getting desplayed underneath their name and shows as a preview on the contacts page

  • I can add new tags from a list of pre-created tags 🎨

  • I can add a note that can be seen across team members

• For different user criteria we display the information that is true for this user. Replicate what is already there, e.g. 🎨:

  • Delivery opt in, Shows yes or no

  • Newsletter status: subscribed or unsubscribed

Profile

• As an admin/ super admin I can see and edit a user's contact and profile information, in order to respond to direct support queries from users asking for changing something

• When an admin changes information here that also updates the information in the user dashboard

• As a super admin/admin I see a warning message when saving and confirm saving the changes in consent with the user. 🎨Define

• Should the user get a notification about the update of their information via email?

Contribution

• As a super admin/admin I can update the contribution amount of a user in response to support queries

• As a super admin/admin, when a user has a manual contribution, I can update their details

• As an admin I can quickly get an overview of contribution state of a user

• As an admin, If a user doesn't have a direct debit, I can't start a contribution

• As an admin I can set a user's Contribution type on "manual" and set an expiry date

• When clicking on update, as an admin I get a warning/consent message: The user has given me permission to update their contribution status. 🎨

• Should be send out a confirmation / information email to user

• When a user has no bank account saved, nothing is displayed in that place.

• At the bottom of the page a table with the payment history is displayed

Role

• As an admin I can see which roles are applied to a user

• When a user is not paying and no admin, there is no role displayed. There is a text instead "Contact has no role"

• As an admin I can add roles to a user

• As an admin I can set start and expire dates for a role for a user

• When a role expired there is an indication in how it is still displayed on top of the page but there is an indication it has expired (now grey background) 🎨

• As an admin, when I click on edit on an existing role I get to a new sub-page.

  • The name of the user is displayed on top of the page.

  • It displays as the "add role" section

Background information

Currently at the Bristol Cable the main requests from members are:

• Cancel membership

• Update postal address

• Check membership status ('am i still a member?')

• Check contribution amount/status ('are you getting my payments?')

• Update contribution amount

• Check email subscription status

Slightly less frequent:

• Update bank details

• Update email address