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

Topics Covered:

• Run Product Roster tab reports using the 'New' report engine
• Show count of Order Products on Order
• Update Account Actions to a consolidated UI
• Suspend account email verification
• Display when a payment is applied to an Option in Payment APIs
• Updates to Account Access Codes page behavior
• Add Waitlist Trigger logic to Product import and Bulk Product Update
• Payroll Number added to Staff Import Template
• Run Membership Imports in Service Queue
• Implement Captcha and auto enable on Money Request payments
• Allow usage of legacy Gtag data format

Run Product Roster tab reports using the 'New' report engine

Configio is continuing work to create a single source for all reporting and migrating all Legacy report functionality into the 'New'/standard Report engine. In this release, we are introducing the ability to run 'New' reports from the product Roster tab. This feature will allow admin greater flexibility to surface data, access multiple version or layouts of reports, and create reports with complex filter types.

When creating a report, there is a new report type for 'Product Roster'. When creating this type the will enable the Visible In Roster Tab, and can not be disabled. Additionally visibility can be grated to Staff and Coordinators.

In the edit fields screen of the report, make note of these additions:

• Roster Tab Action dataset - Controls the presence of the Link to Account/Link to Participant fields used in the Roster Tab UI
• Addition of the Transferred In/Transferred Out data points for use with filters in the Transferred Into/Transferred Out of version of the reports.

Additional data points and filters can be added to accomplish the users goal for multiple versions of viewable reports.

When viewing the Roster tab of a Product, the Type dropdown will display the Legacy Roster types and continue to default to the Legacy versions. A section for 'Product Roster (NEW)' will also be displayed. In this section will be versions of the report we seeded out which will duplicate the fields currently selected on the client's Legacy version of the matching report and with the applicable filters . Any additional Product Roster report types created are also displayed and accessible here. 

Current limitations and next up additions:

• The 'View in Browser' will function as expected on stand-alone products or individual variations. An upcoming release will add the ability to view in browser on a Master product and display details for all variations
• A report can be modified to include and filter specific webform questions. An upcoming release will add the ability to include all webforms of a specific type that are assigned to the product (the Legacy report function of 'Include Forms'

Show count of Order Products on Order

When viewing the order panel on an account, a count of the total/active order products within that order are displayed to assist admin with identifying target orders

Update Account Actions to a consolidated UI

When editing an Account, the action items for Change Password, Forget Account Information (if enabled), and Email Verification (if enabled) are consolidated into a single dropdown

Suspend account email verification

When requiring accounts to perform an email verification, admins are now able to suspend the verification step for a period of time.

There is a new Configuration for 'The number of hours to suspend account email verification'. The default is two hours, if you require a longer period, contact Configio Support.

When the configuration 'Require Accounts to Verify their Email Address' is on, the Email Verification option will be displayed in the Manage dropdown of the account. Clicking on this will display the current verification status of the account, and if not verified, the ability to suspend the verification step.

Display when a payment is applied to an Option in Payment APIs

When a payment is applied to an option, the Payment and Payment Details API endpoints will now return a field of 'IsOptionPayment: true' to allow API consumers to better differentiate between one time and recurring payment revenue.

Updates to Account Access Codes page behavior

The cart page '/accountaccesscodes' has been updated so that access code will only display if the following product criteria is met

•  If the product is inactive,  do not display the access code row
• If the product is past the online end, do not display the access code row
• If the Access code is inactive or deleted, do not display the access code row 

Add Waitlist Trigger logic to Product import and Bulk Product Update

When product quantities are increased via the product import or bulk product update features, it will now run the logic to send Product Available emails for waitlists on the impacted products
 

Payroll Number added to staff import template

The Staff Import template will display options for any active payroll Service Providers allowing admins to add payroll numbers in bulk when importing or updating Staff

Run Membership Imports in Service Queue

In order to better manage large scale data and avoid potential webservice/WAF timeouts, Configio will be migrating our import management tools to run in background services rather in the webservices. The Roster Import was moved previously, and the Membership import is now complete.  

Implement Captcha and auto enable on Money Request payments

To support reducing potentially fraudulent transactions, the existing Configuration 'Require captcha to process an order' will also apply to Money Requests when enabled. Additionally, when a threshold of bad transaction requests is reached, the Configuration will automatically enable.

Allow usage of legacy Gtag data format

Configio previously updated the default for Gtag properties from GA3 to GA4. Some clients have expressed a dependency on the GA3 format that they wish to continue using. There is a new configuration 'Enable legacy GA3 model for google analytic data' that will revert the default GA4 format to the GA3 format when enabled.