Configio Release - January 13, 2025

Updated January 13, 2025 16:32

Topics Covered:

Display Inactive Status on CRM Records

Admins viewing CRM records will see an indicator if a record is inactive

When an admin performs a quick search from the CRM page, any inactive records that are shown will have "- (Inactive)" after the name. In addition, when viewing the details page for an inactive record, admins will see a red message, "Inactive" followed by the record type.

Display the Onsite Management Page Title

Admins viewing Onsite Management pages will now see the title of the subgroup

Admins viewing Onsite Management pages will now see the subGroup title in the header of the Onsite Management page. The header will read "Onsite Management - {Product Group Title} {Product Group Sub Group Title}".

Important: With this change, you will see an error message if you do not provide a Product Group ID and a Product Group Sub Group ID.

The URL will look like this:

{Site URL}/admin/onsitemanagement.aspx?mode=2&idpg={Product Group ID}&idpgsg={Product Group Sub. Group ID}

Support reCaptcha on Shopping Cart Login page

A new configuration will allow admins to require captcha for Account login

Admins will now have the ability to decide whether additional security will be required for Account login. There will be a new configuration in the Shopping Cart Accounts section titled "Require captcha for account login." When this new configuration is enabled, when a shopper attempts to log in to their Account, they will be required to successfully complete a captcha to login. A captcha is a security measure designed to distinguish between human users and automated bots by presenting challenges that are easy for humans but difficult for machines to solve.

Nimble SSO

A new service provider type will be available

A new service provider type, "Nimble SSO," will be available to admins to create a service provider. If you also use Nimble, you will be able to add the new service provider type. Admins will have the ability to indicate that the service provider type will use System SSO (Single Sign On). If System SSO is selected, when a shopping cart user logs in to their Account, their Account data will be refreshed by Nimble.

For more information on Nimble, please visit their website.

Nimble Service Provider and Client

Admins will have the ability to create a new custom service provider

Admins will see a new service provider type of "Nimble SSO." With this new service provider type, the following options:

System SSO - this will allow shopping cart users to sign in to their Accounts with Nimble Credentials
Enable SSO Member Lookup - this will allow admins and shopping cart users to search for members in Nimble records (more information about this functionality will be provided below)

When setting up this new service provider type, admins will need to provide the following information:

Client ID
Client Secret
Discovery URL
Scopes

Admins will also be able to set up field mappings so that the data from Nimble can be mapped correctly into Configio.

Pull details for an account from Nimble upon admin account search

Admins will be able to search for Nimble records via Configio, and data will be imported from Nimble when the account is selected from the admin search

With the Nimble service provider set up, and Enable SSO Member Lookup selected, admins will be able to search in Configio using the Account Advanced Search with an email address. The email address must be used for the search and must be an exact match to an email address in Nimble. In the Account Advanced Search form, once an email is provided, and the search is performed, Configio will search to see if a Configio Account record exists. If a Configio Account record exists, Configio will pull the Nimble Account info and update the existing Configio Account.

If a Configio Account does not exist, Configio will send a request to Nimble for details regarding the Account that matches the email address, and the Account data will be imported into an account record in Configio. The Account will then be loaded and the details of the Account will be displayed without the need for extra selections.

Nimble Member Search - Cart Side

Shopping cart users will be able to perform Account searches via our Nimble integration

With the Nimble service provider set up and Enable SSO Member Lookup selected, shopping cart users will be able to perform member searches using email addresses. Once a shopping cart user selects the Register a Colleague (the terms are configurable in the Admin Account Member Search page, Settings>Setup>Account Member Search) option, they will see a member search that is tied to Nimble. The email address must be used for the search and must be an exact match to an email address in Nimble. Once the search is performed, Configio will search to see if a Configio account record exists. if a Configio Account record exists, Configio will pull the Nimble Account info and update the existing Configio Account. If a Configio Account does not exist, Configio will send a request to Nimble for details regarding the Account that matches the email address, and the Account data will be imported into an Account record in Configio and added as a Participant to the cart Product. If an Account has been imported and an order is placed, the order will be split between the shopping cart user who performed the search and the newly added Account.

Bulk Manage Assignments on Region/Category

Admins will have the ability to quickly and efficiently manage Assignments for a Region or Category

When an admin is viewing a Category or Region, they will see a new button, "Bulk Assignments." When this button is selected, a pop up will be displayed (similar to the bulk options on the Product Advanced Search). In the popup window, admins will have the ability to add Assignments that will be applied to the entire Region or Category, and every Product in the edited Region/Category.

Update Protect Youth Sports returning workflow

A Returning employee will be created as an opportunity rather than a background check

When an admin is managing Protect Youth Sports background checklist items, returning staff will not be created as a background check, but as an opportunity. The flow for new staff accounts will remain as is.

For more information on Protect Youth Sports background checking services, visit their website.

Updates to Protect Youth Sports Staff Checklist item experience

Staff members will be provided with a background check link

When a staff member is going through their checklist items, and a Protect Youth Sports background check has been added as a checklist item, the staff member will see a button that will function as a link to the Protect Youth Sports background check form. The link will open in a new tab. The link will remain on the staff member's checklist items, so that the staff member can return to it as needed.

PYS Link.jpg

Expire Paylocity Checklist on status change

Paylocity checklist items will expire when a staff member is moved to a status of Former Employee or Do Not Hire

When a staff person's status is changed to Former Employee or Do Not Hire, and they do not have another staff position in a Hired or Checklist Complete status, the Paylocity checklist item will be expired. If a staff person is changed to Former Employee or Do Not Hire, and they do have another staff position in a Hired or Checklist Complete status, their Paylocity checklist item will not be expired.

Add 'Net Due' to Org Invoices

A new column, "Net Due", will be displayed in the Summary Section of Org Invoices

The summary section of an org invoice will now have a new column, "Net Due". The column will display the sum of the Net Due for each product row.

Add donation-specific columns to reporting

Reports using the Order Product dataset will have two new fields that can be added, "Donation To" and "On Behalf Of"

Admins running reports that use the Order Product dataset will see two new fields available, "Donation To" and "On Behalf Of". When these fields are selected for a specific report and saved, the data regarding the purpose of the donation, and who the donation is on behalf of will be displayed in the report.

Product import should follow the config when determining to create a schedule

Product Imports will create a product schedule, only if the configuration "Enable to automatically create a schedule on the calendar when an event is created" is enabled

The configuration "Enable to automatically create a schedule on the calendar when an event is created" will be obeyed when performing a product import when it is enabled. If this Product's configuration is off, the export for import and regular product import will not create a schedule, even if a schedule type is given. If this Product's configuration is enabled, when performing an export for import, if a product schedule is given, that schedule type is created; if no schedule type is given, a schedule is created using the "Every Day" schedule. If this Product's configuration is enabled, when performing a regular product import, a schedule will be created using the "Every Day" schedule.

Import Packet Addresses to Product Group

Admins managing Product Group fulfillment will have the ability to update packet addresses

When an admin is performing Product Group Imports, there will be a new option, "Packet Addresses". The file should have the following fields:

idProductGroupPacket
Address1
Address2
City
State
- expecting 2 character state code or state title
Postal Code
Country
- expecting 2 character code or country title
DoNotBatch
- can be 0,1,True,T,False,F
IsVerified
- can be 0,1,True,T,False,F

If DoNotBatch = 1

If any address fields are given in the import, they are not updated
Set the given IdProductGroupPacket to DoNotBatch = 1
If a value is given for IsVerified, set that on the idAddress

If DoNotBatch is not given or is = 0

Compare the City, State, Modified Postal code (5 digit zip)
- If City, State, Modified Postal code all match, update:
- Address 1
- Address 2 if given
- Postal Code
  - we may have a 5 digit zip and get returned a zip+4
- Title = Address 1
- Set 'IsVerified = 1'
If any of City, State, Modified Postal code differ:
- Insert a new Address
- Set as Primary Shipping
- Set to 'IsVerified = 1'
- Update the idAddress on the Product Group Packet to the new IdAddress
- Leave the prior address active/not deleted

Import Packet Tracking Numbers to Product Group

Admins managing Product Group fulfillment will have the ability to import tracking numbers

When an admin is performing Product Group Imports, there will be a new option, "Packet Tracking Numbers". The file must have the following fields:

idProductGroupPacket
IdTypeOfFulfillmentMessage
TrackingNumber
TrackingNumberUL
IDTypeOfShippingCarrier
SecondaryIDTypeOfFulfillmentMessage
- this is used for setting the IDTypeOfFulfillmentMessage on accounts other than the account in which the packet is associated with

Expand width of Membership Level expiry field

Admins managing membership levels will now be able to clearly see a member's expiration date

When an admin is viewing membership levels for a specific account, the Expires column will be widened, so that the full expiration date can be easily viewed.

NFE Advanced Account Email Search Update

Admins will be able to search for NetForum Enterprise records via Configio, and data will be imported from NetForum Enterprise when the account is selected from the admin search

With the NetForum Enterprise SSO service provider set up, and Enable SSO Member Lookup selected, admins will be able to search in Configio using the Account Advanced Search with an email address. The email address must be used for the search and must be an exact match to an email address in Configio. If the email address searched matches ONE account in Configio, then when the account is viewed, information from NetForum Enterprise will be used to update the account in Configio.

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.

Provide Aria Elements for Fields on Product Forms - Product Questions

Product questions on Product Forms will have aria labels

The Product questions on Product Forms will have aria labels to ensure that screen readers can identify the purpose of the inputs.

Provide Aria Elements for Fields on CRM Form - Custom Questions

Custom questions on CRM forms will have aria labels

Custom questions on the following CRM Forms will have aria labels to ensure that screen readers can identify the purpose of the inputs:

CRM Contact Form
CRM Lead Form
CRM Opportunity Form

Provide Aria Elements for Fields on the Product Participant Form

All questions on Product Participant Forms will have aria labels

All questions on Product Participant Forms will have aria labels to ensure that screen readers can identify the purpose of the inputs.

Add Aria Elements on the Customer Support Ticket Page

Form elements on the Customer Support Ticket page will have aria labels

The Form elements on the Customer Support Ticket page (Help page), will have aria labels to ensure that screen readers can identify the purpose of the inputs.

Add Alternative Text for Spacer on the Checkout Page

The spacer image used above the profile picture on the checkout page will have alternative text

The spacer image that is used above the profile picture on the checkout page will have alternative text to enable screen readers to better identify if it is an important element of the page.

Add Role Attribute for Signup Button on Email Signup Form

The signup button in the email signup form will have a role appropriate to its function

The signup button that is displayed in the email subscribe widget will have a label that will allow screen readers to determine the purpose of the button.

Ensure that the Hamburger Menu/Search/Cart Buttons are Accessible by Keyboard Navigation

When a shopping cart user is using keyboard navigation and has zoomed the page to at least 200%, the Menu, Search, and Cart elements will be keyboard navigable

When a shopping cart user has zoomed a page to at least 200% and they are also using keyboard navigation, the Menu, Search, and Cart elements will now be accessible when using keyboard navigation. In addition, when these elements are navigated TO via the keyboard, there will be a visual outline displayed.

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.