Use the Table of Contents on the right to skip to a specific topic covered.

Topics Covered:

1. Allow fees to be discounted
   
2. Reports updated to understand the new fee structure
   
3. Updated the CRM Layout
   
4. Updated the CRM coordinator card
   
5. Organization-to-Account Affiliation menu was updated
   

Allow fees to be discounted

Users can now set up discounts and have those discounts applied to fees as needed. This allows greater discounts for your customers.

To enable this feature, clients should contact Configio Support. 

New logic has been created that will process fees before discounts so that the amounts from the fees can be factored into the discount. 

Example: if the Product price is $100 plus a $15 fee (totaling $115), but the customer has a 25% off discount, the end price will be $86.25 with this Configuration enabled, rather than $90 without it enabled  

WITH Configuration: $100 + $15 = $115 x 0.25 = $86.25 

WITHOUT Configuration: $100 x 0.25 = $75 + $15 = $90.00 

In addition to the above change, when this Configuration is enabled, admin users managing an existing order will be able to apply assigned fees in addition to an ad hoc Admin Fee to the order Product:

If an assigned fee is selected the amount will be pre-populated with the amount associated with that fee:

Example: when a camp charges a late pick-up fee, an admin user can navigate to the Account's Orders and select the Event Product Order and charge the late fee by adding an Admin Fee.

NOTE: After the Configuration is enabled through Configio Support, if users are missing the feature, please check user permissions! This feature is only available to admin users.

Reports updated to understand the new fee structure

Admins can now create reports to show the new fee structure that was added 

A new data set "Fees" will appear when using a Payment Transactions report that will join to payments that are associated with fees (when fees are set to be treated as transactional line items):

For more information on customizing and running reports, check out our Reporting Knowledge Base! 

Updated the CRM Layout

The CRM data is now displayed in a more convenient order for easier readability. 

The list order for the CRM cards was updated to the following:

• Organization Info 
• Coordinator 
• Primary Contact 
• Other Contacts 
• Addresses 
• Opportunity Summary 

Updated the CRM coordinator card

The coordinator data on a CRM record was updated to be more accurate and reliable 

The coordinator data that displays in the sidebar of a CRM record will now show as such:

• The active primary coordinator now displays at the top of the sidebar 
• If no primary coordinator is set, then the first active coordinator will display based on the earliest affiliation start date 

Organization-to-Account Affiliation menu was updated

Users will find it easier to understand the purpose of available functions

When “Organization-to-Individual” is selected in the Affiliation menu, the following terminology has been changed: 

• Parent Organization was changed to "Organization" 
• Child Account was changed to "Account" 

For more information on managing Affiliations, check out Managing Affiliations via the Administrative Console! 

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.