Customized Account Management Process

As part of the new Customer Type feature, Admins can now develop a customized Account Management Process in Valkre.  In the past, Admins could configure the process by turning Features on and off by Role - this functionality remains.  With this release, Admins can now reorder the Process Steps, move Features to different Steps, and change the order of the Features.

Configuring the Account Management Process

Under Settings -> Customers -> Customer Types, Admins can configure the Process for a given Customer Type.  This starts by organizing the Process Steps by simply dragging the Step in the desired order (reading from left to right and then proceeding onto the second line).  Admins can also remove Process Steps by dragging it to the 'Unused' section of the screen.  NOTE:  You cannot move a Step to 'Unused' if features are associated to the step.  The # show next to each steps shows how many Features are mapped to that step.

The second part of the Process configuration is mapping Features to each of the Steps using the 'Feature' tab under Customer Types.  Simply drag the Features to the proper Step and order within the step.  Features with an '*' are currently not available to be turned off.  However, all other Features can be dragged to 'Not Used'.