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

Topics Covered:

• Update cart display of read-only form question responses
• Display of payment details
• Support Account Advanced Search by Gateway transaction ID
• Create new onsite participants under Coordinators account
• Designate a Primary Coordinator in GoExpo sync
• Indicate Invoices as Paid
• Open Staff View button in new tab
• Allow Staff to view completed Disclaimers
• Org Roster - Don't change fee amounts
• Clone Wage Rules and Additional Time rules
• Remove list item settings during Product export for import
• Accessibility Updates
  • Add role attribute for svg icon-menu that appears when in mobile view
  • Add Text=Register to btnRegister
  • Add aria-required = true to all required fields system account questions
  • Add aria-required = true to all required fields custom form questions

Update cart display of read-only form question responses

Coordinators will see the responses to Organization Forms as read-only, to mirror what is displayed for admins

When an organization has an organization form that includes checkboxes, checkbox lists, or radio buttons, coordinators will have the ability to see the responses in a read-only format from the coordinator allotments page when editing the organization.

View from the CRM for an organization:

View from the Coordinator Allotments page

Display of payment details

Admins managing orders will now have better visibility into payment details

On the Account page, the Item Payment History modal will be updated to include a new column "Info."  This new column will have a tooltip, and when the tooltip is selected, the following details for the order will be displayed:

• Payment Transaction ID
• Participant Name

Support Account Advanced Search by Gateway transaction ID

Admins will have the ability to search for an account using the transaction ID issued by the Payment Gateway

There will be a new Configuration in the Advanced Account Search section, "Show the Payment Transaction field for Account Advanced Search".  When this configuration is enabled, admins will have the ability to search for an account /participant using the transaction ID that was issued by the payment gateway.  Once a transaction ID is entered in the Payment Transaction ID field in the account search, and the admin selects search, a search is performed for any accounts that are associated to that transaction ID.  If such an account is found, then the account page will be loaded.

Create new onsite Participants under Coordinators Account

Admins creating an order using the onsite management page, Participants can be associated to a Coordinator's Account rather than a guest Account

When a coordinator or admin is on the onsite management page, they will now have the ability to associate a new Participant to the coordinator's Account. Once Add [Participant Term] is selected, the order and Participant will be created, and associated to the coordinator's Account. If a Product is set to "Force the Account Holder to be the Participant," then the message "One or more of your selections requires the participant to be on their own account. Select continue to use the "create as guest" option."

Designate a Primary Coordinator in GoExpo sync

Admins managing fulfillment will be able to identify a Primary Coordinator on shopping files for address and delivery

Admins will now have the ability to select the Primary Coordinator when modifying a GoExpo Service Provider. Admins can choose from the following options (provided that contacts have been created):

• Billing Contact
• Bill To Contact
• Create For Contact 

Only one contact type can be set as the primary coordinator.

Indicate Invoices as Paid

Admins will be able to indicate that an invoice has been paid

Admins managing organizational invoices can indicate that an invoice has been paid from the Past Invoices tab for a specific Organization's CRM record. On the Past Invoices tab, there will be a new checkbox "Paid" and a column in the grid. Admins can select the checkbox to indicate that an invoice has been paid. There will be a tooltip for the Paid checkbox, which will provide the Paid Date and the User ID of the admin that marked the invoice as paid.

Open Staff View button in a new tab

Admins managing staff will now be able to view a staff member's profile in a new tab

When an admin is viewing the staff page, they can select the View button for a staff member to view that staff member's profile in a new tab.  This will allow admins more flexibility in viewing and managing staff profiles, as they will not have to go backward to view the list of staff members.

Allow Staff to view completed Disclaimers

Staff members will have the ability to view disclaimers that they have agreed to

Staff members who have completed disclaimers that are part of pre or post-hire checklist items will now have the ability to view the disclaimers after the checklist item has been completed.  Completed disclaimers will have a View button in the checklist grid, which can be selected to display the disclaimer.  If the disclaimer has not expired, then the signed disclaimer will be displayed.  if the disclaimer has expired, staff members will be able to sign a new version.

Org Roster - Don't change fee amounts

Admins managing Organization Roster Imports will now see the full amount for a specific Participant/Account

Once an admin performs an Organization Roster Import, if an Amount Paid is included:

• The Amount Paid will be applied towards fees first, using the full, non-discounted fee amount
• The remaining amount paid will be applied to the Product and the purchase price will be adjusted to match the applied amount

Clone Wage Rules and Additional Time rules

Admins managing payroll will be able to clone existing wage and time rules

Admins will now be able to clone existing wage and time rules, which will reduce manual entry.  In the grid for Additional Time and the grid for Wage Rules, there will be a clone button for each rule.  When a rule is cloned, all fields for the rule will be copied over and the cloned rule will have "- Clone" added to the title.  The folders will be copied as well.  The assignments of the source item will not be cloned to the new item.  Once the clone is complete, admins will be on the detail page to edit the newly cloned item.

Remove list item settings during Product export for import

Admins performing Product imports will now see list item values as "Not Set"

When cloning or updating Products using the export for import process, list-based fields such as GL Code, SubAccount Code, Public/Internal Status, etc. are updated if a match is found to a list item. If a list item is set, admins will now have the ability to add a string value "Not Set" to indicate that the defined list should not be used.

• If a list contains this value, the new "not set" logic will take priority and not the value in the list
• The not set terms vary on fields, "Not Set", Choose {{Field Title}}, etc.
• Configio will not allow "not set" to be used if configs are enabled that require a value on a field and will fail the import row (see error message below)
• Logic will be used on the following fields:
  • Organization
    • the following configurations will be obeyed:
      
      • 
  • GL Code
    • the following configurations will be obeyed:
      
      • if these are enabled, "Not Set" will not be allowed
      • 
  • SubAccount Code
    • the following configurations will be obeyed:
      
      • 
  • Product Group
    • the following configurations will be obeyed:
      • 
  • Product group sub-group
    • required if a Product group is set and the Product group has sub-groups
  • Public Status
  • Internal Status
  • Product Sub-Type
    • the following configuration will be obeyed:
      • 
  • Tax ID
    • the following configurations will be obeyed:
      • 
  • Tax Code
• If there is no value set for a specific field in the file, and the configuration supports it, the value will be Not Set when imported.
• When an import fails, relevant error messages will be displayed.
  • 

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.

Add role attribute for svg icon-menu that appears when in mobile view

Screen readers will be able to tell the purpose of the menu icon when in mobile view

When a shopping cart user is accessing a client site via their mobile device, the menu icon that is displayed will have an attribute of presentation to indicate to the user what the purpose of the icon is.

Add Text=Register to btnRegister

Screen readers will be able to tell the purpose of the register button that is used on CMS pages

When a CMS page is rendered, the Register button that is embedded in the page will have have the value "Register", to better inform a screen reader of the purpose of the button.

Add aria-required = true to all required fields system Account questions

Required Account system questions will now have a tag to inform screen readers that they are required

Required Account system questions will have an aria-required value of true for the fields.  This will inform any screen readers that the questions are required, and will assist shopping cart users with low or no visibility in identifying required fields on any Account forms.

Add aria-required = true to all required fields custom form questions

Required Account custom questions will now have a tag to inform screen readers that they are required

Required Account custom questions will have an aria-required value of true for the fields.  This will inform any screen readers that the questions are required, and will assist shopping cart users with low or no visibility in identifying required fields on any Account forms.

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.