Topics Covered:
- Show Course Number and Region Owner on Order Product rows
- Staff Checklist items Managed on Region/Category
- Order Type Displayed on Legacy Roster Reports
- Show Product Start Date on Payments
- Tag format operators applied to additional email messages
- Allow the number of characters in an SMS message to be limited
- Admins can limit the number of Category additional Wage rules to apply
Show Course Number and Region Owner on Order Product rows
Admins can see additional information about a product on the expanded Order Product row
- Course Number will be displayed only if the product purchased has a course number value
- Region Owner will display only if the product is set to a Region with a Region Owner value
Staff Checklist items Managed on Region/Category
Checklist items have been updated to allow assignment to Regions and Categories rather than allowing more precise control
Order Type Displayed on Legacy Roster Reports
Order Type has been available in 'New' report datasets and can also be leveraged to display the source of the order in Legacy reports
- Types of Orders:
- Admin
- Roster Import
- Cart
Show Product Start Date on Payments
To assist Admins in differentiating the product a payment was applied to, the Start date is displayed in the Admin payment modals
Course Number value can be displayed on payments
For clients that use Course Number, this can optionally be displayed in payment modals
- If the Configuration 'Require Course Number when creating a Product' is enabled, the value from the product will be displayed in Admin payment modals
Tag format operators applied to additional email messages
As part of our ongoing initiative to move email operators to a more stable method, the following messages will now use the {{operator.field}} instead of the <custom>operator.field</custom>
- Low Inventory
- Staff New Applicant Alert
- Staff Checklist Expiry
- Staff Triggered Checklist Item?
- Product Waitlist
- Waitlist Signup Notification
- Waitlist Joined Notification
Top Category Pref/Region Owner on Staff search grid
Allow the number of characters in an SMS message to be limited
Admins can apply a character limit to SMS messages to avoid service provider charges for long messages
- On SMS service Providers, there is a new field for the Maximum number of characters to apply
- a value of zero is unlimited (current behavior)
- Any value above zero will display a character counter where SMS messages can be entered:
-
- Message Product
- Triggered Staff Schedule
- Triggered Staff Assignment
-
- If an operator is added to a message, a warning will be displayed to the user 'Character count cannot be calculated when using dynamic operators'
- If more than one Service Provider is present, the lowest character limit will be used for the counter
- The character limit applied is herd enforcement applied when the message is sent by the selected service
Admins can limit the number of Category additional Wage rules to apply
- There is a new Configuration 'The max number of additional category wage rules that can apply to a staff person'
- When a limit is applied, the highest wages rules will be added first (most advantageous to the staff person)
To ensure continuity, with documentation and product functionality Configio reserves the right to amend or update these notes as needed. For more information, reach out to Configio Support.