Configio Release - December 9, 2024

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Topics Covered: 

Simple Order Summary Price operator

Admins will now be able to add a new email operator

Admins will now be able to add a new email operator, "Order Summary Price without Details" to the following email message types:

  • Order Product Confirmation
  • Refund From Order
  • Global Order Confirmation
  • Order Payment Confirmation
  • Shipment Notification
  • Gift Card Confirmation
  • Voucher Confirmation
  • Disclaimer Approval
  • Triggered Order
  • Triggered Product Purchased
  • Triggered Product Participant Purchased
  • Tax Receipt
  • Admin Order Product Confirmation
  • Triggered Form Answer
  • Refund Tax Receipt
  • Bill My Company Order Notification
  • Account / Coordinator Initiated Refund
  • Refund To Account (Admin Notification)
  • Triggered Org Fund Balance Warning
  • Lottery Order Product Confirmation
  • Split Order Product Confirmation

The operator will mimic the summary display on the cart summary page, and will display the following information:

  • Product Image
  • Product Title
  • Participant Name
  • Customer Price
    • includes price calculations for Discount/Fees

27367Admin.jpg

27367Shopper.jpg

Passing data to Stripe metadata fields

Admins using the Stripe payment gateway will now be able to better track split orders

Configio will now be passing metadata to the Stripe payment gateway that will enable admins to better track split orders.  For each transaction, the following data will be sent:

  • IDAccount
  • AccountName
  • Email

For each product in the cart, a "Line #" metadata item will be sent, with the following data:

  • IDAccount: {IDAccount}
  • IDParticipant: {IDParticipant}
  • Amount: {Amount}
  • IDProduct: {IDProduct}
  • Product: {InternalTitle First then Title if Internal Title Blank}

In addition, there will be an option for admins on the Stripe payment gateway settings (Settings>Setup>Payment Gateways) to choose whether this additional metadata is sent.

MetadatainStripe.jpgStripeAdminSettings.jpg

Always display the time in a Time Block on the Calendar with 2 digits for the minutes

When a time block is viewed, the minutes will have two digits

When viewing a time block on any of the following calendar types, the minutes will always be displayed as two digits:

  • Admin
    • Admin Calendar
    • Product Calendar
    • Calendar view of the Programs tab of an organization in the CRM
  • Shopping Cart Users
    • Participant Schedule
      • Account Dashboard>My {{Participants Term}}>Schedule button for the selected participant 
    • Product Details Page of a Time Block Product
    • Schedule Builder View of buying a Time Block

AdminProductCalendar.jpgOrgProgramCalendarView.jpg

ParticipantSchedule.jpgProductDetailsTimeBlock.jpg

ScheduleBuilderTimeBlockDoubleDigitMinutes.jpg

Add multiple Time Block SDE to the cart at once from the details page

Shopping cart users will have the ability to add multiple time block scheduled day events at one time from product details

There will be a new configuration, "Default Time Block Purchase Mode On Detail Page", which will have two options to select:

  • One session at a time
  • Multiple sessions at a time

When "One session at a time" is selected, shopping cart users will only be able to add one time block product at a time.  All currently existing time block products will have this behavior.

When "Multiple sessions at a time" is selected, shopping cart users will be able to add multiple time blocks to their cart by selecting those time blocks, which will then be displayed just above the participants' section.  When the "multiple sessions at a time" option is selected, any new time block products will have this behavior. Only one of each selected session can be selected at once.

TimeBlockConfig.jpg

MultipleTimeBlocksAtOnce.jpg

Link to Product from Waitlist Management

Admins will now be able to navigate to a Product when viewing a waitlist

When an admin is managing a waitlist, they will have the ability to easily navigate to the Product that the waitlist is for. This will enable admins to easily view details, adjust quantity, pricing, etc.  On the Waitlist modal, the Product ID will link to the Product Details page, where admins can modify Product details.

LinkToProductFromWaitlist.jpg

Product Group Sub Group sort order

Admins will now be able to modify the sort order of product group sub groups

In the Product Group Sub Group tab, admins can use drag and drop to modify the sort order of sub groups.  The sorting will then be used when the sub group is displayed (certificates, product group sub group for admins)

subgroupSortingBefore.jpg

subgroupSortingAfter.jpg

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 title to iFrame for map on Product Details page

If a location map is displayed, a title will be added to the iFrame, to allow screen readers to easily inform a shopping cart user of the iFrame's purpose

When a Product has a map section displayed, the iFrame that is used to display the map will have the title "Location Map" to better inform screen readers of the purpose of the iFrame.

MapiFrame.jpg

Add form label element for Post Category filter in the CMS search control

Search controls for CMS Posts and Categories will have accessible labels

The inputs for search controls on our global search page will have aria labels to assist screen readers in determining what each input signifies.

GlobalSearchControlsAria.jpg

Provide aria elements for fields on Account Registration Form - Account System questions

Account system questions on the Account Registration Form will have aria labels 

The Account System questions on the Account Registration Form will have aria labels to ensure that screen readers can identify the purpose of the inputs.

Provide aria elements for fields on custom Forms - custom questions

All custom questions on Account/Participant/single page checkout/CMS pages with Product Forms will have aria labels

The custom questions added to the following forms will have aria labels to help screen readers identify the purpose of each question:

  • Account
  • Participant
  • Single page checkout product or product participant
  • CMS page with a Product form

Add form label for Profile picture upload

The profile picture upload button in the Account Registration Form will have an aria label

When a shopping cart user is registering for an account, the button to upload the profile picture will have an aria label to allow screen readers to identify the purpose of the button.

If a button with Presentation role is being displayed, do not use aria-label

Paging controls will have aria labels

The paging control images used to navigate from one page to another will have aria labels.  Previously, these images had a role of presentation, which caused a conflict.

pagingControls.jpg

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.

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