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    • Recent Articles

    • How To Follow a Product Community and Receive the Email Digest

      Following the Community of Momentive products you use provides an avenue to interact with other product users, receive information on product updates, and hosting maintenance notices. To follow a product, perform the following steps in the Momentive ...

    • The Authenticated User's Client Portal

      The Salesforce Client Portal allows for two user experiences: Authenticated Users and Unauthenticated Users. The difference between these depends on whether the user is logged in (authenticated) or not logged in/logged out (unauthenticated). While ...

    • Searching for Documentation

      Knowledge is an invaluable resource—and our team is committed to putting knowledge into your hands. Your client portal allows you to search our vast library of documentation and knowledge articles with ease, keeping you confident and in control of ...

    • Monitoring Cases

      Updates on your support requests are important. While our support staff will be diligent in providing timely answers, monitoring the status of your case can be done independently within the client portal. (Please note: At this time, monitoring cases ...

    • Submitting a Case in the Client Portal

      Submitting a case in the Salesforce client portal is the best and most efficient way to get into direct contact with our customer service team. Our team will work quickly and with care to troubleshoot any difficulties you run into and get you and ...

    • Popular Articles

    • Configio Release - July 6th, 2026

      This release delivers improvements to RFID badge management, a new virtual queue flow for high-demand registration events, an update to Badge[on]Demand print data accuracy, and a fix to date sorting in CRM campaign results. RFID Management Configio ...

    • Theme Builder

      Introduction Theme Builder is a web application that enables you to customize the look and feel of your Shopping Cart. It comes pre-loaded with a variety of sample themes to choose from. You can see changes to your theme in real time via a previewer. ...

    • External LMS Courses

      Introduction Configio integrates with external LMS content. This enables you to store your content in a system that is outside of Configio, but still use other Configio LMS features to sell, present, and grade courses. This feature integrates ...

    • Syncing Organization Location and Primary Address

      Introduction Turn on to automatically create a location form the organization's primary address. Getting Started Login to the Administrative Console of your database, click on "Settings" > Setup > Configuration, and click on then search for "Create a ...

    • Notes on Account Page

      Introduction Administrators can make notes on Accounts, Orders, and Order Items via the Account page. Also, the System will auto-generate notes that are also available via the Accounts page. Add a Note by clicking on the Notes icon . If there already ...