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

Topics Covered:

• Display Type of Forms on Product Roster
• Run Product Roster for Master Products
• Display Inherited Participant on Dependent Products
• Display Product Internal Title on Membership Levels
• Display Message Product errors inline
• Display log of staff assignments on product
• Display log of staff assignment notifications on product
• Priority account notes
• Export for Import manage Category images

• Update payroll exports to unify event/non-event payroll exports

   

Display Type of Forms on Product Roster reports

Following the introduction of Product Roster reports types from the July release; this feature resolves one of the initial limitations for including form question responses by type of form. When on the edit fields page of a Product Roster report, you can now select types of forms to include in the report results. When the report is run for a product, any form question responses from the type(s) indicated will be appended to the end of the report columns

Run Product Roster for Master Products

A second initial limitation from the Product Roster reports being addressed. This report can now be run from a Master product and will include results of all variations under that Master product

Display Inherited Participant on Dependent Products

To improve the cart user experience and visual continuity, the inherited participant will be shown on the dependent product when:

• The primary product and the dependent product are Participant Per of '1'
• When the Dependent Product is set to 'Inherit Participant From Primary Item'
• When a Dependent Product Display Group is being used

Display Product Internal Title on Membership Levels

Admin users can now use the Product Internal Title when managing the assignment of products to Membership Levels. This feature uses the existing configurations 'Use the product internal title for the admin product quick search' in the search control box, and 'Use the product internal title when displaying products in assignment nodes' when displaying assigned product titles in the grid. As a part of this feature, the Product ID has also been added to the assigned products grid

Display Message Product errors inline

When using the Message Customers feature on Products, required field validation errors are now displayed inline with the field when validation fails to better direct the user for correction.

Display log of staff assignments on product

When on the Manage Staff modal of an individual calendar day, admin can view the Assignment History of Staff for that calendar day. Details include When a Staff person was assigned, removed, and set or removed as the Primary Staff.

*This feature requires the use of new logging being introduced, only changes made after the feature release are able to be shown

Display log of staff assignment notifications on product

When a triggered Staff Assignment notification is assigned to a product, a 'Notify History' button will be available in the Manage Staff modal. This will allow admin users to see the assignment notification email details that have been sent to assigned staff. Once the message is successfully sent, the Sent Email/Sent SMS will populate as appropriate based on the trigger setup.

Priority account notes

When creating or editing account notes, admin can indicate notes as 'Priority' to increase visibility of the note for other users when viewing the account

When a note is set as priority, a banner will be displayed at the top of the account page. When viewing the Account Notes modal, any priority notes will be shown in the priority box and continue to be displayed with other notes in chronological order. The priority flag can be removed by editing the not when no longer needed

Export for Import manage Category images

When exporting products for an Export for Import, there is a column included in the export for 'Include Category Images'. If left blank/false when performing an import, no action is taken. If the column row is set to true when performing the import; if the Category is being set for the first time (clone and update) or if the category is changing, all product images will be removed and the images from the newly set category will be added.

Update payroll exports to unify event/non-event

When entering payroll items, using a Product type of payroll item will export with the same payroll item type coding as a Region type payroll item