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

Topics Covered:

• Staff Checklist Items Report
• Provide SEO on Export to Import
• Required Product cutoff
• Allow Admin to set a $0 Deposit on Products
• Add Account Address to Staff dataset
• Product Group Details Report
• Add Product Option data to Report datasets
• Product Group Print Report
• Org Roster Import updates
• Cart display of Course Number
• Add Status to the Staff Search Results Grid
• Product Location image Email operator
• Prevent duplicate generated Course Numbers
• Display Product Group Sub Group IDs
• Update Email Campaign Result Grids
• CC Option on Split Order Confirmation
• Improve Add Item to Order Product functionality
• Check-in - All functionality
• Allow users to edit Attendance History
• Onsite Page - Handle Add-on/Variations
• Accessibility Updates
  • Add ARIA labels for Shopping Cart Page controls
  • Allow display scaling of at least 200%
  • Login Page - Update error messaging
  • Provide alt text if the image for a Product does not have alt text
  • Account Form - Account System questions updated error messaging

Staff Checklist Items Report

Admins will now be able to run a new report to track Staff Checklist items

A new report has been added to allow admins to track staff checklist items. The report will include a row per staff Account per staff position checklist item.  The report will include the following existing datasets:

• Account
• Staff

There will also be a new dataset for Checklist Items, consisting of:

• Checklist Item Title
• Checklist Item Description
• Is Core
• Valid for Days value
• Date Created
• Date Started
• Date Completed
• Date Expires
• Status

Provide SEO on Export to Import

Admins performing an export for import will see columns to add or update Search Engine Optimization fields upon import

When an admin is using Export for Import from the Product Search or Advanced Search, they will see columns that will allow them to add or update SEO fields.  The columns will be as follows:

• Search Keywords
• Page Title
• Meta Keywords
• Meta Description

Once the exported file is updated and used for import, any new values in the columns above will be used to update the relevant field for the product(s) modified.

Required Product cutoff

Admins will have the ability to specify a cutoff date for ordering a Required Product

On the Product Details>Advanced tab in the Required Product section, there will be a new checkbox, "Remove Requirement."  When this checkbox is selected, additional fields will be displayed to allow Admins to specify the following:

• Number of Days
• Before/After
• Primary Product
  • Purchase Date
  • Event Start Date
  • Event End Date

This option will only apply when the Required Product is assigned to an Event, and when the Assignment states of the Required Product are as follows:

• Apply
• Apply Inventory
• OptOut
• OptOut Inventory

When the Required Products for an Event are loaded, if the date is after the specified cutoff, then the Required Products will not be shown and cannot be added.

Allow Admin to set a $0 Deposit on Products

Admins can now set the minimum Deposit Amount for a Product to $0

There will be a new Configuration in Settings>Configuration>Products, "Minimum Deposit Amount for Products."  By default, this Configuration is set to $1, but Admins can change the Configuration to allow $0 Deposits.  Once this Configuration has been changed to $0, Admins can set a Deposit amount of $0 for Products.  When a customer purchases a Product that has the Deposit Amount set as $0, they will see a Deposit amount of $0.

Add Account Address to Staff dataset

Admins running Reports using the Staff dataset will now be able to add the Address

The Staff dataset will now include the following fields:

• Address 1
• Address 2
• Address 3
• City
• State
• State Code
• Country
• Country Code
• Postal Code
• Is Verified

Product Group Details Report

Admins will be able to view more details about events at a Product Group level

On the Product Group Reports, there will be an additional option, "Event Details Report."  This Report will have the following columns:

• Gross Sales
  
  • Sum of product price before any Discounts or Fees Applied
  • Reflects Member Level Pricing
• Discounts
  
  • Sum of all Order Product Discounts
• Fees
  
  • Sum of all Order Product Fees
• Sales
• Income
• Tax
  
  • Sum of tax applied to Order Products
• Shipping
  
  • Sum of Order Product Shipping
• Add-on Sales
• Add-on Income
• Total Sales

Income and Sales values will not include Recurring Subscription options.

Add Product Option data to Report datasets

Admins managing Subscription Products will have access to recurring options in Reporting

The following have been added as fields to the Product dataset:

• Product Option Sales - fieldname "Total Option Sales"
• Product Sales + Option Sales - fieldname "Total Product Sales Including Options"
• Option Sales + Tax - fieldname "Total Option Sales Including Tax"
• Product Sales + Option Sales + Tax - fieldname "Total Product Sales Including Options And Tax"
• Option Tax on Sales - fieldname "Total Option Tax"
• Product Option Income - fieldname "Total Option Revenue"
• Product Income + Option Income - fieldname "Total Revenue Including Options"
• Option Income + Tax - fieldname "Total Option Revenue Including Tax"
• Product Income + Option Income+ Tax - fieldname "Total Revenue Including Options And Tax"
• Option Tax on Income - fieldname "Option Tax"

The recurring Configs to create the options X Days Before Billed will factor into what data Admins see in the Report.

Product Group Print Report

Admins will see an overview of print details to plan Staffing and onsite resources for Event Products

There will be a new Report added to the Product Group Report options, "Registration Types."  If the Registration type is in a Product Group Sub Group, the Sub Group Title will be displayed.  The Report will group all Registration types in the Sub Group, similar to the order used in the Packet Setup.  If a particular Registration Type is not in a Sub Group, Participants with that Reg Type will be displayed ungrouped at the bottom of the Report.  If a Sub Group does not have any Reg Types, then it will not be displayed.  There will be columns for:

• Total Badges
• Advance Prints
  
  • Where the Badge has a print record < the Product Group Event Start Date/Time
• Onsite Prints
  
  • Where the Badge has a print record >/= the Product Group Event Start Date/Time
• Prints Pending
  
  • Total Badges - Badges that do not have a print record
    
    • Ex: Badge ID for Ryan has a Thurs & Fri reg type
    • Thurs is not printed
    • Fri has been printed 1x prior to Event Start, 2x after Event Start
    • Thurs shows 1 Total and 1 print pending, Fri shows 1 Total, 1 Advance, & 2 Onsite

Org Roster Import updates

Admins managing Org Roster Imports will be able to update Order Product, Order Product Participant, and Form data for an existing order

When an Admin performs an Org Roster import, the system will use logic to determine if an Order Product is retained or replaced.  if the logic determines that an Order Product record is going to be replaced, the Order Product will be processed with no changes.  If the logic determines that an Order Product record is going to be retained, the system will compare the rows of the import to the current data and, if there is a difference, records will be updated as follows:

• If the specific Order Product has an amount paid
  • Only handle the money if prepaid
  • If the order has been paid, and:
    • the price has been changed to a lower price for the product, a refund is issued
    • if the price has been changed to a higher amount, then the prepaid amount is added
• Form Questions
• Address

If the file has blank values for the columns above, they will not be updated during the Org Roster Import.  This new logic to update Participant data will only happen when using the Org Roster Import, not the normal Roster Import.

Cart display of Course Number

Customers viewing Products in the Shopping Cart will see a label for the Course Number for every Product

The Course Number will be displayed on the Product Details page for all Products.  There will be a new Configuration in Settings>Configuration>Shopping Cart, "Term to use for the Course Number label in the product display." By default, this Configuration will be blank but can be updated by Admins.  The Configuration will only be applied to the Shopping Cart, Admins will not see this label and field in the Admin site.  When a Product has a Course Number populated, it will be displayed as {Course Number Term} {Course Number value} {Short Description - if this has any text}. If a Product does not have a Course Number in the admin Product Details, then this will not be displayed.

Add Status to the Staff Search Results Grid

Admins viewing the Staff Assignment modal will see the Status of Staff Members

When an Admin is assigning Staff to an event via the Advanced Search or Calendar tab, Admins will see the Status of each Staff Member.

Product Location image Email operator

Admins managing Email Messages will have the ability to insert a Location image into an Email Message body

Emails that have Product data, will have two new operator types, "Location Image," and "Location Image URL." When the "Location Image" operator is inserted, the image from the Image URL on the Location is embedded into the email body as an image tag. When the "Location Image URL" operator is inserted, the Location Image URL is inserted without any formatting.

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.

Display Product Group Sub Group IDs

Admins will have visibility into the ID of Sub Groups in a Product Group

When an Admin is viewing the Sub Group tab for a specific Product Group, the ID for each Sub Group included will be displayed.

Update Email Campaign Result Grids

The Email Campaign Results grid will be updated to allow Admins to more easily find a specific Email Campaign result

The Email Campaign Results grid has been updated to use our new grid style, which has been used on the Communication History model for Products.  The grid by default displays 10 records per page, but Admins will be able to choose displays of 25, 50, or 100 records; the All option will be removed. The Mass Communications tab will be updated to use the same grid style and will have options for 10, 25, or 50 records per page.

CC Option on Split Order Confirmation

Admins will now be able to allow Carbon Copies of emails to the ordering Account when an Order is split

When an Organization allows Split Orders, Admins will be able to choose whether a CC email is sent to the ordering Account.  On the Split Confirmation email, there will be a checkbox, "CC to Ordering Account." When that option is selected, and an Order is split, a copy of the split Order Confirmation Email will be sent to the email address associated with the Account that placed the Order.

Improve Add Item to Order Product functionality

Admins will be able to add Dependent or Required Products via the Add Item to Order Product

When a Primary Product in an Order has Required or Dependent Products, then the button to add an item to the Primary Product will always be enabled.  When the add an item button is selected for a Primary Product, all of the Required or Dependent Products will be displayed.  Previously only Dependent/Required Products not already added would be displayed.  If a Product is a Required or Dependent Product, the add item button will not be enabled for those Products.

Check-in - All functionality

Staff users who are using the mobile screens for Attendance will see a button to Check In All Participants

On the mobile-friendly Attendance page, Staff Members will see a button to Check In All.  When this button is selected, all Participants for the Event will be checked in.

Important! The mobile-friendly Configuration Staff Pages can only be enabled by a Configio Super User. To have this feature enabled, please reach out to Configio Support.

Allow users to edit Attendance History

Staff users who are using the mobile screens for Attendance will now be able to reset a Participant's Attendance History for a specific day

Staff members using the mobile-friendly Attendance pages will now see a button to reset a Participant's Attendance History for a specific day, from the Participant Details. When this button is selected, a dialog will be displayed, asking the Staff member to confirm the reset. If the Staff member selects OK, then the Attendance History for that Participant for that specific day will be reset back to the previous status.  In this example, the Participant was checked in, and after resetting, they have no Attendance History for the day.

Onsite Page - Handle Add-on/Variations

The Onsite Management Page will have a button to add/manage Add-Ons

When the Onsite Management Page is accessed, there will be a button to Add or Manage Add-Ons for a specific Participant if the Product has any assigned Dependent or Required Products. The button will also have an icon with the count of any active Dependent or Required Products available to the Participant.  The Add/Manage Add-Ons button will be displayed when the button is selected then a modal will be displayed, which will display any assigned Dependent or Required Products including Cariations.  Then, the user can manage Dependent/Required Products for the Participant.  

Add ARIA labels for Shopping Cart Page controls

The page controls shown on Shopping Cart pages will have labeling to help screen readers identify the purpose of the controls

The page controls that are shown in the shopping cart will have labels that will help screen readers identify the purpose of the controls.

Allow display scaling of at least 200%

Vision-impaired customers will be able to pinch-zoom our screens on touchscreen devices to at least double the standard scaling

Customers accessing sites on mobile devices, or devices with a touchscreen, will be able to zoom in more on our pages using two fingers (on the touchscreen, touch two fingers and then spread them out to zoom in).

Login Page - Update error messaging

The login screen will have new messaging

When a customer is on the Login Page and they have not entered their username, the error message "usernameTerm is required" will appear.  usernameTerm is a dynamic label depending upon the Shopping Cart: Accounts Configuration, "Account username label text." 

If the customer leaves their Password field empty, then the message "passwordTerm is required" will appear.  passwordTerm is a dynamic label depending upon the Shopping Cart: Accounts Configuration, "Account password label text." 

If the customer has supplied both credentials, but the credentials are invalid, then the error message "You could not be logged in using the supplied credentials" will appear.

Provide alt text if the image for a Product does not have alt text

Images will have labelling to help screen readers identify the purpose of the images

Product Images will have alternative text that will be generated based on the Product Title in the Admin Console.  The alt text helps screen readers identify the purpose of the images.  This would apply to the following areas:

• Product search results
  • all 4 Product Display options
  • all Product types
• Product Detail pages
  • all Product types
  • Required Product on the Dependent page
• Suggested products
• Dependent products
  • all list types that include images
  • Masters/Variations; the selected image will have alternative text
• Shopping Cart display
• Add-on manager in the shopping cart
• Add-on manager post-Order
• Schedule Builder
• Order Confirmation/Order History
• Email Order operators

Account Form - Account System questions updated error messaging

The Account System Form Questions will be updated to use our new style of formatting to help customers clearly identify errors when creating an Account

On the Account Registration Form, the Account System questions (listed below) will have our new style of formatting to help customers clearly identify the specific fields that have errors:

• Username
• Password
• First Name
• Last Name
• Account Birthdate
• Account Gender
• Address
• Account Phone Number
• Account Mobile Number
• Account Mobile Phone Carrier
• Account Student ID
• Account Company Name
• Account Membership Number
• Account Title
• Account Job Title
• Account Credentials
• Account Description
• Account Email Opt-Out
• Account Organization
• Account Membership Level
• Education Level

The new style of formatting is as follows:

• The field with an error will have a red outline
• Under the field, a red textbox will be displayed with the error message
• The error message displayed for each of the fields above will be as configured in Settings>Forms>any account forms in use

Below is an example of the new formatting style for error messages. There will be additional work to cover custom questions for Account Registration in a later release.

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.