Configio Release - June 03, 2024

Topics Covered:

• Link Product Access codes to Account
• Update Coordinator Allotment page to pull allotment usage names from the OPP
• Display Booth Number on Exhibitor page of Onsite Management
• Display Exhibitor ID on Exhibitor page of Onsite Management
• Allow Leads to have multiple 'Type of Lead'
• Support UPS SurePost
• Add Region Export Values to report datasets
• New report type that shows available reporting columns
• Staff Unavailability report
• Update Product Cancel actions to allow refund
• Cart term for product past purchase end date
• Form validation type to handle Social media usernames
• Show Participant in cart Order history for Split Orders
• Show Organizations on Admin Order Product
• Search Accounts by Product Access code
• Link to add-on manager from Lottery page
• Allow cart user to anonymize data
• Format changes on Org Invoices
• Add details to Org Roster import completion email
• Improve usability for Calendars
• Accessibility Updates
  • Add form label elements for input search controls
  • Provide form labels for fields on login screen
  • Add aria label for select elements (dropdown menus)
  • Add form label elements for First Name, Last Name, and Email address on email signup
  • ADA Compliance for Ratings search control
  • Add aria-label for the quantity drop-down menu on the Product details/list
  • Add alt text to the placeholder image on the new Account page
  • Add role attribute: button for shopping cart updated
  • Add role attribute: button for search updated
  • Add aria label: "link opens in a new tab" updates for readability
  • Add aria element for "Sort by" select element
  • Add aria label for the Location Map on the Product details page

Link Product Access codes to Account

Admins will now be able to assign a Product Access Code to a specific Account

Admins can now use the import feature to assign a Product Access Code to a specific Account via the Product Details>Access tab.  When exporting Product Access Codes, there will be three new columns in the file:

1. IDProductRegistrationCode
2. Deleted
3. IDAccount

When creating a new Product Access Code, the IDProductRegistrationCode must be left blank.  The Deleted column should have a value of TRUE or FALSE (TRUE if the access code should be deleted).  The IDAccount can be used to link the Product Access Code to a specific account.  To link the Code to a specific Account, enter the Account ID in this field.

The Access Code grid will now have a new column titled Account.  The Account column will display the full name on the Account if a Product Access Code has been linked to a specific Account. Each Product Access Code can only be linked to one Account.  The same Code cannot be linked to two different Accounts.

There will also be a new Shopping Cart Help & Layout page (Settings>Setup>Shopping Cart Help & Layout) for Account Access Codes.  By default, this page will have the full page layout, and admins can input any text that should be displayed to customers.

Update Coordinator Allotment page to pull Allotment usage names from the OPP

When viewing Allotments, a Coordinator will now see the name of the Participant listed

In the Coordinator Allotment Usage screen, the name of the Participant from the Order will be displayed.  In addition, when in the Admin site, and viewing the Allotments screen from the CRM, the name of the Participant from the Order will be displayed.

Display Booth Number on Exhibitor page of Onsite Management

Admins reviewing an Exhibitor on the Onsite Management page will see a booth number for the selected Exhibitor

When an admin is viewing the Onsite Management page, the booth number(s) for the selected Exhibitor will be displayed below the name of the Organization.

Display Exhibitor ID on Exhibitor page of Onsite Management

Admins reviewing an Exhibitor on the Onsite Management page will see the Exhibitor ID for the selected Exhibitor

When an admin is viewing the Onsite Management page, the Exhibitor ID for the selected Exhibitor (which comes from GoExpo) will be displayed below the name of the Organization.

Allow Leads to have multiple 'Type of Lead'

Admins will be able to associate more than one type of lead to a record

When creating a CRM lead, admins will now see a multi-select dropdown that will allow multiple lead types to be chosen.  Admins will be able to modify existing leads and select multiple lead types from the Type of Lead menu.  In addition, whether creating a new lead using the old method or the Lead Creation Wizard, the Type of Lead menu will allow admins to select multiple types for the new lead.

Support UPS SurePost

Admins will be able to offer UPS SurePost as a shipping method

On the Product Details>Advanced tab, in the Shipping section, admins will be able to select UPS SurePost as an option, provided that the account used has been approved for SurePost rates.

Add Region Export Values to report datasets

Admins running reports that have Region data will be able to add export values for available Region paths

In report datasets that contain Regions, we will provide export values for the following:

• Region
• Parent Region
• Grandparent Region
• Great Grandparent Region
  • If export value is null, a blank string will be returned
• Several datasets will be affected:
  • Account Organization Data
  • Allotment Organization Data
  • Staff Data
  • Product Organization Data
  • Product Data
  • Packet Account Organization Data
  • Organization Data
  • Location Data
  • Lead Data
  • Franchise Staff Data
  • Franchise Product Org Data
  • Franchise Product Data
  • Franchise Packet Account Organization Data
  • Franchise Organization Data
  • Franchise Location Data
  • Franchise Lead Data
  • Franchise Course Data
  • Franchise Allotment Organization Data
  • Franchise Account Org Data
  • Course Data

New report that shows available reporting columns

There will be a new report type, Reporting Columns, that will show existing columns for a selected data set

A new report type, Reporting Columns, will be available.  This new report type will provide all of the existing or available columns for a selected data set.  The report will display:

• Each column in the data set
• a description of the column
• the data set of the column
• Sample data for the column
• the type of data of the column
• All reports that can use the column

Staff Unavailability report

Admins will be able to better track and manage staff unavailability using a new report type

There will be a new report type, Staff Unavailability Report.  The report will include information about staff unavailability events that have been created.  Admins can filter the results by position.  The report will have a row for each staff unavailability event that has been created.  The columns in the report will be:

• Staff Member First and Last Name
• Unavailability Start Date
• Unavailability End Date
• Staff Position
• Staff Status (Hired, etc.)
• Unavailability Event Title (the title that the staff member used when creating the unavailability event)
• Schedule Title (Recurrence chosen - if any)

Update Product Cancel actions to allow refund

Admins will have the ability to deactivate Order Products and refund payments associated to the Product that is being deactivated

When viewing the Product Cancel Settings page (Settings>Setup>Product Cancel Actions), there will be additional options for:

• Refund and Remove
  • When selecting this option, a toggle button with the label "Send Refund Email" will be displayed
    • when "Send Refund Email" is enabled, once a refund has been processed, a Refund from Order email message will be sent
• Refund Profile to use
  • a drop-down menu of all active refund profiles will be displayed
    • The selected refund profile will be used to issue the refund

When an admin selects Cancel Product for a specific Product, a confirmation dialog will be displayed.  Once the admin clicks OK, the product will be canceled, and refund(s) will be processed.  After the refund has been processed, the admin will receive an email indicating that the refund has been processed successfully.

Cart term for product past purchase end date

There will be new terminology used in the cart to differentiate between a product that has been sold out and a product with an end date that has passed

There will be a new cart term (Product Details>Cart Terms), "Product is past purchase end date". This new cart term will have the text value from "Product is no Longer Available" populated, but can be changed by an admin. When a shopper is viewing product details for an existing product with a purchase end date that has passed, the cart term that is specified will be displayed to the shopper.
In addition, there will be two new configurations in the Shopping Cart : Customize Controls : Labels, Titles, Descriptions & Instruction Text section, "Default text to display when an Event product is past the purchase end date" and "Default text to display when a Merchandise product is past the purchase end date". These new configurations will allow admins to specify the verbiage that will be used for new merchandise and event / time block or merchandise products with a purchase end date that has passed in the shopping cart.

Form validation type to handle Social Media usernames

Admins will be able to validate social media usernames

When adding or editing a form and adding a textbox, a new Validation Text option titled "Social Media" can be selected.  Once this text validation is selected and the question is saved, customers can enter their social media username.  When the form is filled out, the social media username will be validated to ensure that the correct format is used.

Show Participant in cart Order history for Split Orders

Shoppers will be able to see the participants for orders that have been split to another Account

When an order is split to another Account, and a shopper is viewing their order, they will see a new row for Registrant(s) with the First Name and Last Name.

Show Organizations on Admin Order Product

Admins will be able to see if an Organization is associated to an order

When viewing orders, if an order or allotment is associated to an Organization, the Organization name (the Lead Name) will be displayed in the Order Product row.

Search Accounts by Product Access code

Admins will have the ability to search by product access code

On the Account Search page, there will be a new option for searching, Product Access Code.  When an admin uses a Product Access Code for a search, any orders that use that Product Access Code will be displayed.  The Product Access Code will also be displayed when viewing order product details when an access code is used.

Link to add-on manager from Lottery page

Account holders who are managing lottery items will have a clear path to purchase additional items, check out, and return to the lottery management page

An account holder who is managing lottery items from their account will see a new button, "Manage Add Ons", which will take them to a page where they can purchase additional products.  The "Manage Add Ons" button will only be displayed if the Master product has an available max purchase per primary remaining (Product Details>Advanced).  Once the account holder completes the order for the add-on products, the order confirmation will include a button to take them back to the Lottery Management page.

Allow cart users to anonymize data

A new setting, if enabled, will allow shoppers to opt to have their personal data forgotten

There is a new configuration, "Allow cart users to forget their personal data without Admin approval".  When this configuration is enabled, once a shopper confirms that they want their personal data forgotten, the GDPR manager is notified of the request, and the shopper's data is forgotten.  If a participant makes this request but is not the account holder, the participant will not be logged out.  However, if the account or the participant account holder opts to have their data forgotten, once the process is complete, they will be logged out once their data is scrubbed.

Important! This configuration can only be enabled by a Configio Super User. To have this feature enabled, please reach out to Configio Support.

Format changes on Org Invoices

Admins will see updates to Org Invoices

There will be several formatting updates to Org Invoices.  The border of the Base Price & Fees Breakdown box will have the same width on all sides.  The width of the Org Name on the invoice will be changed so that the Org name does not have a line break.  The values in the Amount column will be left justified.  In the Event Commission Details section, there will be a separate line between each product detail when there is more than one product.  Finally, when a product has a long title, the title will be wrapped to ensure that anyone viewing the invoice can clearly see the product title.

Add details to Org Roster import completion email

When an Org Roster Upload has been completely processed, the email sent to the admin will include the Organization Name and the Season

In order to assist admins in differentiating between Org Roster Imports, the email that is sent to the admin after an Org Roster Import is uploaded will include the Organization Name as well as the Season.

Improve usability for Calendars

Staff Calendars, Staff Unavailability Calendars, Account Group Calendars, and Blackout Calendars will be refactored to address inconsistencies

Admins can now impersonate staff members and add staff unavailability.  When adding an appointment, the Recur Range options have been updated to include only two options:

1. End by Date (which will use the end time specified)
2. Number of Occurrences (which will add the calendar item for that specific number of occurrences)

 

Accessibility Updates

The following features were made to better comply with ADA standards. Any mentions of aria below are indicative of "Accessible Rich Internet Applications" updates that allow ADA screen readers to better function within Configio.

Add form label elements for input search controls

Search Controls will have labeling to help screen readers identify the purpose of the field

To better comply with ADA, the following search controls will have a label in the code that will assist screen readers with identifying to the user what the purpose of the field is:

• CategoryTree

• Location List

• RegionTree

• Text ignoring all other filters

• ToggleMerchandise

• txtGlobalSearch should have the label "Search Site"

Provide form labels for fields on the login screen

The input fields on the login screen will have labeling to help screen readers identify the purpose of the field

To better comply with ADA, the following input fields on the login screen will have a label in the code that will assist screen readers with identifying to the user what the purpose of the field is:

• Username or Email Address

• Password

Add aria-label for select elements (dropdown menus)

Search Controls that consist of dropdown menus will have labeling to help screen readers identify the purpose of each menu

The following dropdown menu search controls will have labels to help screen readers identify the purpose of the menus:

• Age
• Postal code Distance
• Postal Code unit
• Category full dropdown
• Region
• Region full dropdown
• Grade
• Location
• Product Type
• Start Year
• Start Month
• State
• Search tags (dropdown)

Add form label elements for First Name, Last Name, and Email address on the email signup

The email sign-up form will have labeling to help screen readers indicate the purpose of each field

The First Name, Last Name, and Email Address input fields in the Email Signup form will have labels that allow screen readers to identify the purpose of the fields.

ADA Compliance for Ratings search control

The Ratings Search Control will have labeling to help screen readers indicate the purpose of the radio buttons

The Ratings search control will have labeling that will assist screen readers in identifying the purpose of the radio buttons.

Add aria-label for the quantity drop-down menu on the Product details/list

The Product quantity menu on the product details and list pages will have labeling to help screen readers identify the purpose of the menu

The Product quantity drop-down menu that is displayed on the Product details and Product list pages will have labeling to indicate to screen readers the purpose of the drop-down menu.

Add alt text to the placeholder image on the new Account page

The placeholder image on the new Account page will be updated to include labeling to help screen readers indicate the purpose of the image

The placeholder image for the profile photo on the new Account page will include labeling that will help screen readers identify the purpose of the image.

Add role attribute: button for shopping cart updated

The shopping cart button will be updated to have labeling to help screen readers identify the purpose of the button

For clients that have opted to have the shopping cart control displayed as a button, the button will have labeling to indicate the purpose of the button to screen readers.

Add role attribute: button for search updated

The Search and View In Calendar buttons will be updated to have labeling to help screen readers identify the purpose of the buttons

The Search and View In Calendar buttons on the shopping cart page will have labeling to help screen readers identify the purpose of the buttons.

Add aria-label: "link opens in a new tab" updates for readability

Links from the menu and footer that open in a new tab will have labeling to help screen readers indicate that the link opens in a new tab

The following links are set to open in a new tab in the menu and the footer will have labeling to help screen readers indicate that the link opens in a new tab.

Add aria element for "Sort by" select element

The Sort by menu shown on the product list will have labeling to help screen readers indicate the purpose of the menu

If the Sort by menu has been enabled to display on the product list, the menu will have labeling to help screen readers indicate the purpose of the menu.

Add aria label for the Location Map on the Product details page

The link for Location Map from the Product Details page will have labeling to help screen readers identify the purpose of the link and to indicate that the link opens in a new tab

When a map is included in product details, the link for the map will have labeling to indicate the purpose of the link and to indicate that the map will open in a new tab.

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.