The following changes have been implemented in the store as of May 30, 2023:

The registration form on the Register and Guest Checkout pages has been updated to automatically assign the user to the "Employees" group if a @waverly-advisors.com email address is entered.
SKU has been added to the product thumbnails on the Category pages.
The "Navigation" section has been removed from the footer.
A word box with the indicated verbiage has been added to the Billing Method section of the Checkout page.
A "Please Select" option has been added to the CDC fields.

- A popup modal with the verbiage that reads "Reminder: Gifts exceeding $100 should be reported to the CCO by completing the Redtail activity template named "Compliance - Client Gift or Entertainment". Recording gifts below $100 is recommended, but not required. If a recipient is not in Redtail, report the gift by emailing complianceteam@waverly-advisors.com. Note that gifts should not be of a magnitude and/or frequency to appear as though the recipient is receiving non-cash compensation for serving as a solicitor." has been added to the Checkout Summary. (June 9, 2023)

The following changes have been implemented on the Popup Modal on the Checkout Summary as of June 9, 2023:

The "Okay" button verbiage has been updated to "OK".
The background color of the "OK" button has been updated to #67B0D0, and its hover color has been updated to #777878.
The text color of the email link has been updated to #67B0D0, and its hover color has been updated to #777878.

The following changes have been implemented in the Gift Certificate Email as of June 21, 2023:

The header logo has been updated.
The background color of the header has been updated to #DDE7ED.
The quotation marks have been removed from the Gift Certificate message.
The verbiage that reads "This code will expire in 90 days." has been added.

The following changes have been applied to the store: [#11282] (August 6, 2026)

Added a new "Select all that apply" Custom Data Collection (CDC), allowing users to select Kitting and/or DropShip.
Converted the Kitting and DropShip options into checkboxes to match the provided mockup.
Set the new CDC to remain hidden by default. It will only appear when the user selects "Yes" for the "Is this order being kitted and/or shipped to multiple locations?" CDC.
Added a popup that appears when the user selects the DropShip option.
Added the following to the popup:
- A Download Template button.
- A file upload section.
- Instructions outlining the required process.
- A confirmation message that reads: "We will contact you shortly regarding the additional fees & processing time." This message is displayed after the user successfully submits the uploaded file.
Configured the upload form to send submissions to storeorders@conceptsusa.com. If you would like the submissions sent to a different email address, please let me know.

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