New In REC+: Module search & sub module relationships, coupon manager, payment method limits & much more inside
We've had a great mix of new features and improvements to the system to roll out this month, let's dive right in:
- Selectively display Payment Processors to specified user groups
This lets you select which payment processors will show for selected user groups. For example, users in your 'Dealers' user group will only be given an invoice payment option when the 'Invoice' payment processor is set to work with the 'Dealer' user group. To set this up go to:
Edit Payment Processor > "Only show this payment method if customer is in the following group(s)" and select the required group(s).
Having no checkboxes ticked means it will show for everyone & this will apply if the user is in any of the 3 available user group categories.
- Autoparts Product Sales Report
There is a new sales report for autoparts sites which allows selection of vehicle by Make Model Year so you can hone in on specific vehicles. Go to:
Reports > Autoparts Product Sales
- Coupon Manager Loading Time Improvement
Coupon Manager loading time has been improved by splitting out unexpired coupons, expired coupons and Gift Vouchers into their own tabs and dynamically loading in the 'times used' count to show the last 6 months for successful orders where the coupon has been used. It is possible to select a different time range if required.
Coupon Manager > Coupons, Gift Vouchers & Expired Tabs
Coupon Manager > Used Count Range
- Price lists main body app now show group based prices
Group prices are displayed for logged in users and there is also a new switch for price lists main body app to show inc/ex vat prices
Site Settings > Prices & VAT > Display both inc VAT and ex VAT on the Price List app
- Product Filter > default page content
This new setting allows you to change the default page when no filters are selected on product filter, rather than showing all products as it does by default.
Product Filters App Manager > Show default page
Which you can edit in Page Manager > System > product_filter_default
- Form builder rating/score fields
Allowing you to capture business KPI scores such as Net Promoter Score (NPS), Customer Effort Score (CES) & Customer Satisfaction Score (CSAT)
Form Builder > Field Type > Rating - Uses min and max to set the from and to (default to 1-5 if fields are blank). Splits Explainer text on comma's to display labels underneath (e.g. Very Difficult -> Very Easy).
- Form builder display labels
These let you set different labels for fields for admins vs the ones users see.
Useful for the new scores system so you can ask users a question as the field label, but have it in admin show as your score name.
Form Builder > Display Label - "Hidden" in a details element, changes the label on the front end if filled in.
- Form builder logic conditions for ‘more than’ or ‘less than’ values
Useful for building processes based on scores, for example send an email to an admin if a score is very low, or other numerical comparisons.
Form Builder > Logic Filter > Condition - "Less than or equal to" and "More than or equal to".
- Module Relationships
It is now possible to build relationships between modules, so that you can associate / select data between modules. E.g. a books module that has submodules of authors. When adding data to the book module items you can select an author in a drop down menu which comes from the authors module. In addition, when displaying the book on the page, it pulls in the author name and picture from the author module. This helps ensure data consistency for common fields during data entry and to build more complex web page applications.
Add/Edit Module > Field Type > Module:XXXX
Template Function: module_parents() allows you to reverse lookup relations from the related items, e.g. books can have authors as a submodule, but this would let you access the books from an author page the other way around.
- Module search
You can now setup searches for modules based on specific fields you can define.
Add/Edit Module > Fields > Searchable
Note: Module Item names are inherently searchable
Simple demo: https://gist.github.com/stilliard/284a446e810622173d4cc9e5d256a7a4
More complex demo: https://gist.github.com/stilliard/57cf2d5b2a3470c347cc3953e0ae0140
- Checkout & thanks text templates
Edit the thanks page template in Templates > html/checkout/order_thanks.html.twig
Edit the checkout top text area template in Templates > html/checkout/order_confirm.html.twig
- Documentation updated for Twig functions/filters supported
We've now fully documented all the template functions and filters we've added to Twig: https://reallyeasycart.freshdesk.com/support/solutions/articles/210155
- Linkedin v2 API
We've upgraded our LinkedIn connection as per their new integration rules.
If you're using the Linkedin integration, please reconnect today and make a test post.
- StopFormSpam integration now uses a confidence threshold
This score enables us to be smarter about blocking form replies based on how likely someone is a spammer.
- Improved RASP security & XSS detection
As well as following secure development practices and having external scanning tools audit our security, we also have internal checks like this to detect attacks at runtime.
- PHP 7.3
Continuing our always ongoing upgrades, we're preping to upgrade to PHP7.3, ready to migrate to stay within supported software versions when 7.2 goes out of support in December 2020 though we aim to upgrade long before this.