Topics Covered:
- Allow expiring Coordinators
- Bulk associate products to Membership Levels
- Pay360/AccessGroup Coordinator pay for order flow
- Improve Age/Grade Constraint validation
- Apply Discounts/Fees to Org Invoice amounts
- Apply Region filters to Staff Payroll items
- Allow clickable Account and Participant on product waitlist
- Waitlist management on accounts page
- Improve waitlist functionality
- Add 'Not Set' option to Product Commission selection
- Support multiple Refund from Order email types
- Email Campaign trims email addresses
-
Accessibility Updates
- Add Skip to Main Content link to the page template
- Form custom questions use updated error messaging and Aria Required - CRM Forms
- Form custom questions updated error messaging and Aria Required - Product Forms
- Form custom questions updated error messaging and Aria required- product participant Forms
Allow expiring Coordinators
Admins managing events will now be able to specify when a coordinator's affiliation with an event will expire
Admins will now be able to specify the date that a coordinator's affiliation with an event will expire. When adding or editing an affiliation in the CRM (CRM>Organization>Affiliation tab), a new field, "Coordinator Affiliation" has been added. Once the specified date has past for the coordinator, their affiliation with the organization will expire. When an organization and coordinator's information is synced with Go Expo, the expiration date for the coordinator will be passed into Go Expo.
Bulk associate products to Membership Levels
Admins managing products that grant a membership level, will now be able to bulk assign a large number of products to a level via import
When editing a Membership Level's assigned products, admins will now see a section to import product associations. The import file should have the following buttons:
- Download Template
- Choose File
- Import File
The Download Template button will output a template file for the import. The Choose File button will allow admins to choose a file for upload. The Import File button will start the upload process for the file import.
The imported file can contain the following fields:
- IDProduct (required)
- the ID of the product(s) to be imported for the membership level
- Expiry Behavior (optional)
- If this is not specified, the default of the membership level will be used
the choices are:- Never expires
- Expires on date
- Expires after purchase
- While Subscription current
- If this is not specified, the default of the membership level will be used
- Expiry Date
- Required if Expiry Behavior of "Expires on Date" is selected above
- Days After Purchase
- Required if Expiry Behavior of "Expires after purchase" is selected above
- Requires Approval (optional)
- True/T/Yes/1 if the products require approval
- False/F/No/0 if the products do not require approval
Once a file has been imported, customers with the chosen membership level will have access to the products specified in the file for the amount of time that was used in the file.
Pay360/AccessGroup Coordinator pay for order flow
Coordinators will now be able to add a card for "Bill My Company" transactions
When a client is using Pay360 as their payment gateway, coordinators that can approve purchases will be able to add a credit card when paying balances that are billed to the coordinator's company. From the coordinator dashboard, the coordinator can select My Accounts Payable, then select orders that they wish to pay for, then select Pay Selected Orders. At this point, a new window will open and display the Pay360 interface, where the coordinator can add a card. Once the order has been placed, and payment has been made, the coordinator will be returned to the Accounts Payable page for their account.
Improve Age/Grade Constraint validation
Admins managing products will be prevented from entering invalid or illogical age or grade constraint values
When an admin is managing age or grade constraints on the Advanced tab for a product, they will be prevented from invalid values for Age or Grade constraints. When a Min Age constraint is present, admins will be able to add a Max Age, but not a Grade constraint. In addition, when a Min or Max Age constraint is selected to be added, Configio will validate that the value is an integer. When a Grade constraint is selected to be added, a drop down menu will be presented with a list of valid grades from the database.
Apply Discounts/Fees to Org Invoice amounts
Admins managing Organization invoices will be able to manually apply an adjustment to a product's invoiced amount
When an admin is managing an organization's invoices on the "To Invoice" tab, they will see a new option when they select the Action checkbox, "+ Adjustment". Selecting this option will open a new window where the following will be displayed:
-
Selector for:
- Apply to {{Company}}
- Apply to Organization
- Title
- Amount
- Allow negative amounts
- Save button
- Cancel button
The Save button will save any adjustments added, and the Cancel button will close the new window.
There will be a new column on the Organization Invoice grid display table, "Invoice Adjustments". If a discount or fee has been applied, then this column will have an updated Amount Owed, which will be the sum of any adjustments added. If an adjustment exists for a specific row, a green dot will be displayed. When the green dot is hovered over or selected, a tooltip will display showing the following information about adjustments applied to the product.
The Amount Owed will be clickable. Once selected, a new window displaying all of the adjustments applied to the product will be displayed, with the following information:
- Adjustment title
- Amount
- Type (Apply to Company or Apply to Org)
- the user who added the adjustment, along with the time that the adjustment was made
The invoice summary will be updated to include two new columns:
- Apply to Company Adj.
- The sum of all Apply to Company adjustments will be displayed
- Apply to Org Adj.
- The sum of all Apply to Org adjustments will be displayed
The invoice detail view will display a new section for Adjustments, displayed below the Event Commission Amount, which will have a row for each adjustment, with the following:
- Adjustment title
- Amount
- Applied To (either the Company Name Configuration, or the Organization)
Adjustments will also be displayed in the Base Revenue Report.
Apply region filter to payroll items
Admins managing payroll will see only staff that are within their regions
Admins will be able to choose how many records are displayed (25 - the default, 50, or 100 records) in the Payroll Items grid. In addition, the Add Payroll Item form will have changes. The form will be modified to allow the admin to select a region or product first before selecting staff. The form does not require that an admin select a region or a product first, but this flow will allow filtering. The selected region / product will then be used to filter the staff that return in the search, so that only staff members assigned to the product, or who have the selected region as their preferred region are displayed. On the Payroll Review page, admins will now be able to filter staff by product when adding a new payroll item. In addition, when adding a Non-Event Payroll Item, admins will be able to filter by region.
Allow clickable Account and Participant on product waitlist
Admins viewing the Waitlist Report will now be able to click on Accounts or Participants to view more details
When a product has a waitlist, admins will now be able to click on the Account First or Last Name, Participant First or Last Name fields to view either the Account or Participant Details.
Important! In order to view participants in this report, you will need to add participants to the existing product waitlist report and make sure that the report is viewable from the Product Roster tab
Waitlist management on accounts page
Admins viewing an account will be able to view, manage, and register waitlists from a participant's account
When an admin is viewing the participant details for a participant that is on a product waitlist, they will now see a button to view the waitlist. When that button is selected, a new window with two tabs (Active and Inactive) will be displayed. By default, the Active tab will be displayed. The active tab will display all of the active waitlists that the participant has been added to, with the following information:
- Product Title
- Join Date (the date the participant was added to the waitlist)
- Trash Can Icon
If the admin selects the Trash Can Icon, then the participant's waitlist entry will be removed.
Improve waitlist functionality
Admins managing products will have an improved waitlist experience
Configio has added some improvements to the waitlist functionality. The logic to set a waitlist as inactive will be participant specific.
- If participant per = 0, a participant can only be added to the waitlist 1x
- If there is only one waitlist instance and the account purchases the product, inactivate the waitlist
- If participant per = 1
- If the participant the waitlist is for purchases the product, inactivate the waitlist for that participant and leave any other participants as is
- If participant per > 1
- If the participant the waitlist is for purchases the product, inactivate the waitlist for that/those participants
In addition, waitlists created for free products will be deactivated.
Add 'Not Set' option to Product Commission selection
Admins will have a new option to select for product commissions
Admins managing a product, will see "Not Set" as an option when viewing product commissions. By default, the dropdown menu will have Not Set selected as the product commission option, but this can be modified by an admin. If the configuration "Require commission on event products" is enabled, then admins will not be able to select "Not Set".
Support multiple Refund from Order email types
Admins managing orders will have greater control over the emails that are sent when a refund is issued
The email type "Refund from Order" will now allow multiple active emails. In addition, emails of that type will use our new operator style, which includes allowing tags in the subject line. When an admin is editing or creating an email of the "Refund from Order" type, they will see a "Default Message" checkbox. Only one email message of the type "Refund from Order" can be selected as the Default Message. When an admin is performing a Refund and Remove from an order product, Configio will provide a dropdown of all active emails with the type "Refund from Order", and the admin can choose which email message is sent. All other refund sources will use the Refund from Order message marked as the default. If there is only one Refund from Order message, then that email message will be the default message used.
Email Campaign trims email addresses
Email campaigns that include email addresses with a leading or trailing space will still be delivered to all email addresses
When an email address is created with a leading or trailing space in Configio, that email address will be trimmed, so that any email campaigns will be successfully delivered to the intended recipient.
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 screen readers to better function within Configio.
Add Skip to Main Content link to the page template
Shoppers who are using keyboard navigation will have the ability to skip to the main content on a page
When a shopping cart user is using a keyboard to navigate a Configio page, there will be a link included in the page which will allow that user to skip to the main content. This will allow those users to bypass header elements and menus.
Form custom questions use updated error messaging and Aria Required - CRM Forms
Custom Questions on various CRM forms will have aria-required tags and will use updated error message styling
On the CRM Contact, CRM Lead, and CRM Opportunity forms, the following custom questions will have our new style of formatting to help customers clearly identify the specific fields that have errors:
The new style of formatting is as follows:
- The field with an error will have a red outline
- Under the field, a red textbox will be displayed with the error message
- The error message displayed for each of the fields above will be as configured in Settings>Forms>any CRM forms in use
Below is an example of the new formatting style for error messages.
In addition, any custom question that is marked as required will have the aria tag "aria-required=true". This will enable screen readers to easily identify required questions.
Form custom questions use updated error messaging and Aria Required - Product Forms
Custom Questions on various Product forms will have aria-required tags and will use updated error message styling
On Product forms, the following custom questions will have our new style of formatting to help customers clearly identify the specific fields that have errors:
The new style of formatting is as follows:
- The field with an error will have a red outline
- Under the field, a red textbox will be displayed with the error message
- The error message displayed for each of the fields above will be as configured
- in Settings>Forms>any product forms in use
Below is an example of the new formatting style for error messages.
In addition, any custom question that is marked as required will have the aria tag "aria-required=true". This will enable screen readers to easily identify required questions.
Form custom questions use updated error messaging and Aria Required - Product Participant Forms
Custom Questions on Product Participant forms will have aria-required tags and will use updated error message styling
On the Product Participant forms, the following custom questions will have our new style of formatting to help customers clearly identify the specific fields that have errors:
The new style of formatting is as follows:
- The field with an error will have a red outline
- Under the field, a red textbox will be displayed with the error message
- The error message displayed for each of the fields above will be as configured
- in Settings>Forms>any Product Participant forms in use
Below is an example of the new formatting style for error messages.
In addition, any custom question that is marked as required will have the aria tag "aria-required=true". This will enable screen readers to easily identify required questions.
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.