1801 Release Notes

Date Prepared: 08/02/2018

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front of House ....................................................................................................................................................3
1.1. Load Member in Passport from Contact Group .........................................................................................3
1.2. Hide Lapsed Members from Quick Search in FOH .....................................................................................3
1.3. Override Overbook Permission Sports Courses .........................................................................................3
2. Bookings .............................................................................................................................................................3
2.1. Setting Resource Addresses .......................................................................................................................3
3. Membership Management.................................................................................................................................3
3.1. Security Token for Apply Refund in MM Statement ..................................................................................3
3.2. Credit Note Transfer ...................................................................................................................................4
4. Reports ...............................................................................................................................................................4
4.1. Member Services in New Reports ..............................................................................................................4
4.2. Member Services in New Reports - Record Initial Fees & Produce Dataset ..............................................4
4.3. Ticketing Patronage Respects Intention Locking and Cancellation ............................................................4
5. Control Panel ......................................................................................................................................................5
5.1. Stop PDQ Payment if Workstation is in Integrated Mode..........................................................................5
5.2. Selling Periods are Location Specific ..........................................................................................................5
5.3. Make Agreement Dropdown Wider ...........................................................................................................6
5.4. Maintain Existing Price Type when Moving DD Enrollment in Sports Courses ..........................................6
5.5. Include Club URL from Club Settings as a Merge Field...............................................................................7
6. Bulk Log ..............................................................................................................................................................7
6.1. Bulk Admin Tool Supports Write Off Modes ..............................................................................................7
7. Price Management .............................................................................................................................................8
7.1. Price Management promotion validity by hour .........................................................................................8
7.2. Amending live promotions .........................................................................................................................8
8. Online Services ...................................................................................................................................................9
 8.1. Warning of late cancellation generating a strike .......................................................................................9
8.2. Viewing strike status on Home Page ..........................................................................................................9
8.3. Masked edit phone numbers in Online Services ........................................................................................9
8.4. Validation of post codes/ postal codes in Online Services .........................................................................9
8.5. Class date/time displayed on mobile waiting lists ...................................................................................10
9. CMS ...................................................................................................................................................................10
9.1. Better Information in Invoice Billing Items...............................................................................................10
9.2. Rentals Bookings respect holiday settings ...............................................................................................10
10. Online Ticketing ................................................................................................................................................10
10.1. Ticketing barcode is stored against booking not session .....................................................................10
10.2. Distributed transaction around Online Ticketing in universal basket ..................................................10
10.3. Online ticketing confirmation email as a template ..............................................................................10
11. Sports Courses ..................................................................................................................................................11
11.1. Sports Courses: Don't extend sessions for attendees who cancel at the bank ....................................11
12. Secure Browser .................................................................................................................................................11
13. Bug Fixes ...........................................................................................................................................................11
 1. FRONT OF HOUSE

1.1. LOAD MEMBER IN PASSPORT FROM CONTACT GROUP

It is now possible to double click on a member within a contact group and this will place the member into the
passport.

1.2. HIDE LAPSED MEMBERS FROM QUICK SEARCH IN FOH

You will now be able to hide lapsed members from the quick search in Front of House by using the security
token FOH_CANNOT_VIEW_LAPSED_MEMBERS_QUICK_SEARCH.

1.3. OVERRIDE OVERBOOK PERMISSION SPORTS COURSES

There is now a security prompt when overbooking a sports course in FOH without the correct security token.
This allows an authorised user to authenticate on a none authorised users session.

2. BOOKINGS

2.1. SETTING RESOURCE ADDRESSES

Two new fields have been added to the resource form in Bookings, Longitude and Latitude. The fields are
optional.

3. MEMBERSHIP MANAGEMENT

3.1. SECURITY TOKEN FOR APPLY REFUND IN MM STATEMENT

There is a new security token: MM_REFUNDS_RAISE MM: Allow raising of refunds

When the user has this then the Refunds button on the right of the statement within Membership
Management is enabled. When the user has this then the Refunds menu option at the payments form within
membership management is available.
 3.2. CREDIT NOTE TRANSFER

There has now been the ability added to move a credit note from one member to another related member.

In Membership Management go to the statement and then the credit note tab. A new option is available on
the left for Transfer. When a credit note with balance is selected, a new form of the above members will be
displayed. A member can be selected to move the credit note to.

There is a security token restricting this called MM_TRANSFERCREDITNOTE

4. REPORTS

4.1. MEMBER SERVICES IN NEW REPORTS

In New Reports, you are now able to report on:

 total No. of members on the service

 Total amount received for the service
 Renewal rate for the service

4.2. MEMBER SERVICES IN NEW REPORTS - RECORD INITIAL FEES & PRODUCE DATASET

In New Reports you are now able to see which member has a service. This includes "Member Number" and
"ContactRef" fields in the datasets

4.3. TICKETING PATRONAGE RESPECTS INTENTION LOCKING AND CANCELLATION

The patronage reports will now only include online ticket bookings which have been completed.
 5. CONTROL PANEL

5.1. STOP PDQ PAYMENT IF WORKSTATION IS IN INTEGRATED MODE

There is now a setting in Control Panel > Workstation Settings > FOH which will prevent a card payment if no
PDQ is configured.

5.2. SELLING PERIODS ARE LOCATION SPECIFIC

The selling period configuration has been changed so that now rather than having to create one selling
period per club and then having to perform configuration at club level, this can be setup once with different
times for each different club.
Selling periods are configured through Control Panel -> Data -> Inventory/POS -> Configure Selling Periods
The process is hierarchical and the times are loaded from club then group then enterprise.

5.3. MAKE AGREEMENT DROPDOWN WIDER

The agreement drop down has been made wider in several areas of Control Panel.

5.4. MAINTAIN EXISTING PRICE TYPE WHEN MOVING DD ENROLLMENT IN SPORTS COURSES

When moving a Direct Debit enrollment in Sports Courses, price type can be kept without it being available
to new enrollees. This can be done by turning on the setting "Member can keep existing price during move"
in Control Panel > Global Settings > FOH(2).
 5.5. INCLUDE CLUB URL FROM CLUB SETTINGS AS A MERGE FIELD

Club URL can now be added to the individual club details in Control Panel. It can also be used as a merge
field.

6. BULK LOG

6.1. BULK ADMIN TOOL SUPPORTS WRITE OFF MODES

The bulk admin tool has been modified to now support both Bad Debt and Reversal Methods of clearing
balance. Both options are can now be selected.
 7. PRICE MANAGEMENT

7.1. PRICE MANAGEMENT PROMOTION VALIDITY BY HOUR

Promotion availability can now be managed by hourly time as well as dates. When setting a promotion, see
there is a new tick box for 'Include Time' which gives you the option to stipulate time alongside the dates.

7.2. AMENDING LIVE PROMOTIONS

Promotions that have been deployed can now be amended by creating a new version of them. Once you have
the promotion you'd like to edit, if you select New Version you'll be able to edit;

 Promotion code
 The discount scheme used in the promotion (note, live discount schemes are still unable to be edited)
 The Valid from and To dates, including the time fields
 Limit the number of uptakes
 Change the location scope
 The availability of the promotion

Once you have edited and saved a promotion, it will create a new version. The existing version of the promotion
will remain live until you deploy the newer version, then the original will be marked as Superceded. Any
amended and deleted versions will also be numbered and visible under the promotion search for auditing
purposes.

8. ONLINE SERVICES

8.1. WARNING OF LATE CANCELLATION GENERATING A STRIKE

If booking penalties are configured for and enabled online for late cancellation, members will be warned late
cancellation of a class could incur a strike. They will also be warned when they are about to incur the last strike
leading into a booking ban. The setting will be enabled once CMS Admin > Enable booking charge issue is
enabled. The warning text can be configured within Back Office > Configuration > Stock Text > Website Text >
StrikeWarningMessage and FinalStrikeWarningMessage.

8.2. VIEWING STRIKE STATUS ON HOME PAGE

Members that are subject to advanced booking penalties will be shown how many strikes they have on their
account on the homepage and have an additional warning to show when they are 1 strike away from incuring a
booking ban. This can be enabled in CMS admin with the setting Enable Penalty Strike Notice. All the notices are
configurable under Back Office > Configuration > Stock Text > Website Text;

RedStrikeBannerMessage Home page message to display when member is banned

AmberStrikeBannerMessage Home page message to display when member has 1 strike remaining
GreenStrikeBannerMessage Home page message to display when member has strikes
NoStrikeBannerMessage Home page message to display when member has no strikes

8.3. MASKED EDIT PHONE NUMBERS IN ONLINE SERVICES

As a provider of Online Services to your customers you may wish to have the telephone numbers consistent
with ones that have been entered by your staff. The phone number fields which are masked are as follows;
 Emergency phone number
 Main phone number
 Mobile/Cell number

If you wish to use masking you will need to contact Legend Support to enable this for you. Please provide what
characters you would like the fields to contain, special characters are accepted. For example (012) 3456 789.
Please note that if you have brackets for example this will not stop your customers from putting them in the
incorrect order.

8.4. VALIDATION OF POST C ODES/ POSTAL CODES IN ONLINE SERVICES

As a provider of Online Services to your customers you may wish to have the postal codes consistent
with ones that have been entered by your staff. You will need the setting OnlineValidatePostcode enabling to
use this feature. Please contact Legend Support to enable this for you. When enabled a space will be inserted in
to the correct place automatically.

8.5. CLASS DATE/TIME DISPLAYED ON MOBILE WAITING LISTS

Class date and times are shown on classes that are on the waiting lists so members are able to differentiate
between the classes they are waiting for.

9. CMS

9.1. BETTER INFORMATION IN INVOICE BILLING ITEMS

The notes in the invoice are more detailed, they are clear and easy to read, you can also tell which inventory
bookings belong to which item.

9.2. RENTALS BOOKINGS RESPECT HOLIDAY SETTINGS

Bookings now respect holiday management, you will get a notice saying that you can't complete the booking as
it's in a holiday,

10. ONLINE TICKETING

10.1. TICKETING BARCODE IS STORED AGAINST BOOKING NOT SESSION

Online Ticketing barcodes are now linked to the booking and not the session. This means only one barcode is
generated when a booking is made, and a new one will not be generated when the page is refreshed.

10.2. DISTRIBUTED TRANSACTION AROUND ONLINE TICKETING IN UNIVERSAL BASKET

Online Ticketing is now compatible with distributed transactions, meaning if an error occurs during the
transaction it will not charge the member or book a place on the session.

10.3. ONLINE TICKETING CONFIRMATION EMAIL AS A TEMPLATE

Online ticketing emails can now be customised via email templates in Back Office > Configuration > Email
Templates > Online ticketing > OnlineTicketingBookingSummaryEmail.

11. SPORTS COURSES

11.1. SPORTS COURSES: DON'T EXTEND SESSIONS FOR ATTENDEES WHO CANCEL AT THE
BANK

When a member cancels their direct debit instruction at the bank they will no longer be rolled over to future
sessions.

12. SECURE BROWSER

An update to secure to browser means PAUG barcodes are now supported. PAUG configuration information
can be found in the 1708 Release notes, under the Kiosk section.

13. BUG FIXES

 Unable to change items while a course is published.

 Issues when Sports Course is in a scheduled state and copied.
 Duplication check notification in Online Services is on the wrong screen.
 Invoicing/CMS - Unable to pay invoices online due to an incorrect responsive setting
 Add An Interest Group Event Hangs intermittently
 Autobook waiting list - box not big enough for custom text?
 Wrong currency showing in online ticket confirmation email
 CMS Unable to add a contact to a group
 CMS Unable to create a new contact group
 Online Services unable to view group members
 Resource bookings errors are not displayed
 MM - FirstBillDate is set incorrectly when payment method is credit card
 FOH class waiting lists displaying as unlimited capacity
 Yellow line in the competencies in Online Services
 Managing communication preferences is inconsistent
 Cancelling online ticketing session booking
 Online services - Unable to remove members from contact groups
 NMW Error if payment method left empty
 Members can be added to a class waiting list in FoH even with waiting lists disabled
 Fee Collections - Collection templates with the same name cause FC to fail when loading
 Invoicing: Edit Pending Invoice Throws Exception
 Price Management - Promotion with no Uptake limit incorrectly raises error for uptake limit.
 Services discount cancellation stops discount early
 API -> Processing member fees with promotions
 Event Management - Cancel Reservation and Remove Allocation buttons
 Issues with Calendar View
 Customer Comms enable schedule immediately runs campaign
 Online Services - Contact group Names and Descriptions do not display
 Online Services - Missing 'Create group' button in my groups