Resend Order Product emails

Admins will have the ability to send or resend Order Product level email messages

When an admin views an order for each Participant in the order, there will be a button to manage emails for the order Participants. The Resend Order Product Emails page will be displayed when this button is selected.  The page will have a Resend Exact Copy grid with the following columns:

• Checkbox to select a specific email to resend
• Email
• Message Title
• Date Sent
• Preview

The page also provides a way for admins to send an email with recalculated data for the following message types. In addition, the message types below can be re-sent using recalculated data:

• Order Product Participant Confirmation
• Triggered Product
• Triggered Product Participant

Last Purchased Region dataset

Admins will now be able to add new datasets for Account and Participant based reports

When building reports for Accounts or Participants, admins will see two new dataset options:

• Last Purchased Event Product Region
• Last Purchased Merchandise Product Region

These new datasets will allow admins to determine the last Region that an Account or Participant purchased an item in.

Base Revenue Report - Projected Staff wages

Admins running the Base Revenue Report will see the total calculated wages for all assigned staff

A new column has been added to the Base Revenue Report: Projected Wages, which will allow admins to see the total calculated wages for all assigned staff for a particular Product.

Dates Assigned Staff Email Operator

Admins will see a new operator in Triggered Staff Assignment and Triggered Staff Schedule Email Types

A new operator, "Staff Assigned Days" will be available to add to Triggered Staff Assignment and Triggered Staff Schedule email types.  When a staff member is assigned to a Product, if a new operator is added, the staff member will see a row for each day of the event that they are assigned to.

Staff Management - UI/Search Controls

Admins will see improved search controls when searching for staff

On the Staff Management page, the Staff Position dropdown menu has been updated to a multi-select control. Multiple options can be selected from the menu so that admins can search for staff in multiple positions at once.

In addition, the Staff Status menu has also been updated to a multi-select control. There is also a new checkbox added to the search, "Return Highest Position Sort," which will return the highest position of each Staff Account returned. Checkboxes will be added to the left of each result of the search, along with a Check All checkbox, to lay a foundation for additional work in the release.   

Example: if a Staff Account has multiple positions, one of which is Director, when that Account appears in the search, the Director position would be shown for the staff member. 

Staff Management - Results Export

Admins will have the option to export the results of a staff search

When editing a Staff Report, admins will see a new option to allow the report to be visible in Staff Management.  When this option is selected, admins will be able to export any selected results from the Staff Search.  Results can be selected by either using the Check All checkbox or by selecting the checkbox(es) for specific staff members returned in the results. Then, from the new Actions menu, admins can choose to Export. Once Export is selected from the new Actions menu, the admin will be able to choose from any of the Staff reports that have Visible In Staff Management selected, and can export the report results.

Staff Management - Message Staff

Admins will be able to message staff from the Staff Management Screen

Admins managing staff will now have the ability to send messages to selected staff members from the Staff Search Results.  Admins will select the checkbox for each staff member that they want to message, then in the Actions menu, select Send Message. A window will be displayed, which will provide Account operators and allow admins to compose a message to the selected staff members via email or text message.

Staff Checklist Items Report

Admins will now be able to run a report to view details and status for staff members' checklist items

There will be a new report type that admins can run called Staff Checklist Items.  This report will return one row per Staff Account, per checklist item.  The report will be filtered by the status of checklist items.  The report, by default, will contain the following columns:

• Account First Name
• Account Last Name
• Staff Position
• Check List Type
• Check List Title
• Date Created
• Date Started
• Date Expires
• Description (of Checklist Item)
• Date Complete
• Status

Direct Staff back to checklist after course completion

Staff members will be directed back to the checklist after they have completed a checklist course

When a staff member has completed a checklist course, they will see a button to return to their checklist.

Mobile-Friendly - Move Action Buttons into a New Menu

Staff members using the mobile-friendly Attendance screen will see a new Actions menu instead of the ellipses 

When a staff member is viewing the mobile-friendly Attendance screen there will be an Actions menu that will display several actions that they can take:

• Add Participant
• Check-In All
• Attendance Complete
• Event Details

Mobile Staff Screens - Provide a way to add a New Participant

Staff members using the mobile-friendly screens to take Attendance will see an option to add a new Participant

When an organization has  the Configuration "Enable Add Participant Button on Staff Pages" enabled, staff members using the mobile-friendly staff attendance screen will be able to add a new Participant. The fields in this Form are:

• Participant First Name (required)
• Participant Last Name (required)
• Email Address (optional)

If the email address is entered in the Form and matches up with an existing Account, the new Participant record will be added to the existing Account. 

Important! The Enable Add Participant Button on Staff Pages Configuration can only be enabled by a Configio Super User. To have this feature enabled, please reach out to Configio Support.

Mobile Staff Screens - Add a Notes Textbox on Event Details

Staff members using the mobile-friendly screens to view their Schedule will be able to add Notes at the Event level

Staff members using the mobile-friendly Schedule and Attendance screens will be able to add Notes at the Event level. When viewing the details for a specific event, there will be 4 fields where staff members can enter Notes. These fields correspond to the 4 Notes fields that are shown on the Attendance & Signout page under Settings in the admin console.  Once a staff member types in any of the Notes fields and navigates out of the field, any staff members or admins viewing the Event details will be able to see the Notes.

Mobile-Friendly - Attendance Complete Functionality

Staff members taking Attendance using the mobile-friendly screens will be able to indicate that Attendance is complete

Staff members using the mobile-friendly Attendance page will see a new option in the Actions menu, Attendance Complete.  Once a staff member is done taking Attendance, they can select the Complete option in the Actions menu. Once they confirm that they want to mark Attendance as complete, all Attendance for the Event for that day will be marked as complete.  The system will log the name of the staff member who selected Attendance Complete from the Actions menu.

Notification Sent Indicator

Admins assigning staff from the Product Staff Assignment screen will now see how many notifications the staff member has received for the Product

When admins are viewing Assigned Staff in the Product Staff Assignment screen, they will see a new column: Notifications.  This new column will display a count of the notifications that the staff member has received for the event.

Prevent Duplicate Generated Course Numbers

Admins will be able to ensure that system-generated Course Numbers are not duplicated on Products

When an Organization has chosen to enable auto-generation of Course Numbers for Products, when they select the option to generate a Course Number, the system will ensure that the Course Number is not duplicated for Products. This will apply to Product Save, Variation All, Bulk Product Update, Export for Import, and Product Import.

Important! The Configuration to auto-assign Course Numbers can only be enabled by a Configio Super User. To have this feature enabled, please reach out to Configio Support.

Product Location image email operator On Message Types Using IDOrderProduct

Admins will be able to add the Product Location Image operator to more message types

The new "Location Image" and "Location Image URL" operators can now be added to the following messages:

• Share Your Purchase
• Triggered Product Purchased
• Refund Request
• Refund Request Denial
• Referral Invitation with Product
• Referral Awarded
• Subscription Expiration

Increase the Size of Service Provider Fields

Admins will now be able to enter long string values in Service Provider fields

Admins managing Service Provider settings will now be able to enter long strings of up to 500 characters when inputting service provider information.

Import Manager Permissions

Admins will now be able to assign Import Manager permissions to Users or User Groups

There will be a new permission type available for Users and User Groups called Import Manager.  Each import type can be allowed or denied for Users or User Groups.  The import types available are as follows:

• Auto Import Files
• Roster
• Accounts
• Staff
• Coordinators
• Leads
• Organizations
• Affiliations
• Learners
• Locations
• Products
• Allotments
• Members
• Organization Roster
• Payroll Items

If a user or user group does not have permissions for a specific type of import, then when they access the import manager, they will not see that specific import type.

Improve Balance Payment Interface

Customers making a payment on a balance will see an improved experience

When a customer is making a payment on a balance in the Customer Cart, the page is updated to reflect the correct balance.  These changes will also be applied to the Bill My Company Payments section.

Configurations Page - Anchor Tooltip to Icon

The tooltips that are displayed on the Configurations page will stay anchored to the icon 

Tooltips displayed on the Configurations page will stay in place above the relevant icon and will not move as admins navigate through the page. 

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.