1804 Release Notes

Date Prepared: 12/06/2018

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front of House ....................................................................................................................................................2
1.1. VSO #56793 Cancelling A Program in FOH Bought with Payment Plan .....................................................2
1.2. VSO #64515 Additional Fields on inventory items in FOH .........................................................................2
1.3. VSO #70476 Support for refunds for cancellation of services ...................................................................2
2. Legend Reports/Reports.....................................................................................................................................3
2.1. VSO #67828 Spreadsheet Gears App Opens Files Directly - Excel Style (Legend Reports) ........................3
2.2. VSO #66225 Exact Relative Date to Have a Starting Date ..........................................................................3
3. Online Services ...................................................................................................................................................3
3.1. VSO #67191 Responsive class bookings timetable.....................................................................................3
3.2. VSO #67195 Migrate View / amend my bookings to responsive ...............................................................4
3.3. VSO #67315 Communications preference authority set in online profile update .....................................4
3.4. VSO #69508 Open create profile and link dialog from URL .......................................................................4
3.5. VSO #66573 CMS Accessibility Changes .....................................................................................................4
4. Event Managment ..............................................................................................................................................4
4.1. VSO #59253 Bulk cancellation of events ....................................................................................................4
4.2. VSO #56331 An CMS booking can be request only ....................................................................................4
4.3. VSO #65469 Some tidy-ups - value option in event notes .........................................................................5
4.4. VSO #65269 Some tidy-ups - resource availability view ............................................................................5
4.5. VSO #69168 More granular config on Enable Schedules ...........................................................................5
4.6. VSO #66616 Additional merge fields for rentals ........................................................................................5
5. API .......................................................................................................................................................................6
5.1. VSO #67312 Communications Preferences In (old) API .............................................................................6
5.2. VSO #68806 Single Sign On API work .........................................................................................................6
6. Sports Courses ....................................................................................................................................................6
6.1. VSO #43938 Refunding Extras When Moving Between Sports Courses in Back Office .............................6
 6.2. VSO #64720 Bulk move Sports Courses......................................................................................................6
6.3. VSO # 66181 Programs can support multiple extras bundles ....................................................................7
6.4. VSO #63165 – Cancel Session Refunds Whole Course Price not Session Price – Calculate Price ..............8
7. Bug Fixes .............................................................................................................................................................8

1. FRONT OF HOUSE

1.1. VSO #56793 CANCELLING A PROGRAM IN FOH BOUGHT WITH PAYMENT PLAN

Programs bought via payment plans can be cancelled in FOH. You can cancel the member in FOH by Bookings >
Sports Courses > Course, or by Member Info > Sports courses.

1.2. VSO #64515 ADDITIONAL FIELDS ON INVENTORY ITEMS IN FOH

There is an additional field within inventory items for a field set to be attached. The field sets will pull through
from Back Office > User defined fields. If an inventory item has a field set attached, the user will be prompted to
complete the fieldset upon adding the item to the basket. If mandatory, the questions will need to be answered
before completing the transaction in FOH.

1.3. VSO #70476 SUPPORT FOR REFUNDS FOR CANCELLATION OF SERVICES

When a PIF service is cancelled in FOH there is now the option to issue a refund. The refund will be based on the
date between cancellation and the issue of the service and the refund options are, £0, the prorate between the
cancellation date and the original service end date, and a configurable amount that allows up to the original
figure paid. To be able to refund a custom amount the user will need the security token
"FOH_SERVICE_CANCELLATION_CUSTOM_AMOUNT"
 2. LEGEND REPORTS/REPORTS

2.1. VSO #67828 SPREADSHEET GEARS APP OPENS FILES DIRECTLY - EXCEL STYLE (LEGEND
REPORTS)

You are now able to open spreadsheets directly from my documents in the new Spreadsheet Gears
Application

2.2. VSO #66225 EXACT RELATIVE DATE TO HAVE A STARTING DATE

You are now able to filter reports to show the previous month (and other months) to be shown in
Dashboards. This will allow you to compare Last Month with the same period last year with multiple columns
for example.

3. ONLINE SERVICES

3.1. VSO #67191 RESPONSIVE CLASS BOOKINGS TIMETABLE

The class timetable is now responsive, your theme will need to be responsive. Please contact Legend Support to
enable this for you. If you already have bookings responsive you do not need to do anything. If your theme is not
currently responsive, please contact Legend Support to discuss your options. Please note that adding to waiting
list is coming in a future release.
 3.2. VSO #67195 MIGRATE VIEW / AMEND MY BOOKINGS TO RESPONSIVE

View and amend my bookings is now responsive. Please contact Legend Support to enable this for you. If your
theme is not currently responsive, please contact Legend Support to discuss your options.
If you have multilingual enabled this page will be translated.

3.3. VSO #67315 COMMUNICATIONS PREFERENCE AUTHORITY SET IN ONLINE PROFILE

UPDATE

If a contact group members communications preference is changed this is now audited. Please contact Legend
Support if you wish to see the audit.

3.4. VSO #69508 OPEN CREATE PROFILE AND LINK DIALOG FROM URL

You can now direct a member to a registration modal from a URL. Add ?registerandlink=true to the end of the
URL (Example: https://company.legendonlineservices.co.uk/enterprise/account/login?registerandlink=true).
This only possible if your theme is responsive, it is enabled, and the register option is enabled.

3.5. VSO #66573 CMS ACCESSIBILITY CHANGES

The following areas of Online Services have been redesigned with accessibility in mind:

 Change Password
 Change Username
 Login
 Reset Password
 Universal Basket

4. EVENT MANAGMENT

4.1. VSO #59253 BULK CANCELLATION OF EVENTS

You are able to bulk cancel events in LEMS, Events that have cancelation charges are clearly marked and you are
able to waive the charges if you have the correct security token.

4.2. VSO #56331 AN CMS BOOKING CAN BE REQUEST ONLY

Events can be configured to be Request Only, This is configured in BO > Configuration > Event Management >
Event Type > Make online bookings initially request only.
A message will appear indicating that it is a request only booking

4.3. VSO #65469 SOME TIDY-UPS - VALUE OPTION IN EVENT NOTES

The Value option in event notes can be disabled in BO > Configuration > Event management > Settings Allow
values on event notes.

4.4. VSO #65269 SOME TIDY-UPS - RESOURCE AVAILABILITY VIEW

You can configure the Resource Availability to not be visible

BO > Configuration > Event Management > Settings > Display utilised resource availability view

4.5. VSO #69168 MORE GRANULAR CONFIG ON ENABLE SCHEDULES

Schedules can be turned off by going to BO > Configuration > Event Management > Settings > Enable Schedules.
If the setting is turned to False then the Schedule Type will not show in the BO Config settings, it will also not
show when creating an event and the Schedules tile will not be visible when looking at an Organisation.

4.6. VSO #66616 ADDITIONAL MERGE FIELDS FOR RENTALS

The following Merge fields are now available in templates to provide customers with better information:
Following are new fields, some data are collections and should be used in a loop. Please see documentation for
this.
Version:
CurrentDate
EventsData.ResourceBookings.ClubName
EventsData.InventoryBookings.InventoryDescription
EventsData.ResourceBookings.InventoryItems.InventoryDescription

DepositModel.TotalDepositAfterDiscountsIncludingTax
DepositModel.TotalDepositAfterDiscountsWithoutTax
DepositModel.TotalDepositBeforeDiscountsIncludingTax
DepositModel.TotalDepositBeforeDiscountsWithoutTax
FacilityData.Region

Email Summary:
EventData.CreatedByUserName
EventsData.ResourceBookings.ClubName
EventsData.InventoryBookings.InventoryDescription
EventsData.ResourceBookings.InventoryItems.InventoryDescription
CurrentDate
FacilityData.Region
 5. API

5.1. VSO #67312 COMMUNICATIONS PREFERENCES IN (OLD) API

As an external service you are now able to set and view contact preferences for a contact so that I conform to
GDPR

5.2. VSO #68806 SINGLE SIGN ON API WORK

You can now force a user to log in again, as opposed to make use of a pre-existing active session. Also, if a user
has already given consent to accessing their data it will no longer ask the member again. The login page will also
not have any branding.

It is now possible to configure Legend to not ask users for consent when signing in using SSO. Please contact
Legend Support to get this configured

6. SPORTS COURSES

6.1. VSO #43938 REFUNDING EXTRAS WHEN MOVING BETWEEN SPORTS COURSES IN BACK
OFFICE

It is now possible to refund extras separately to course fees when moving courses. You can refund the full
amount or give no refund no refund. For example, a member is moving from Stage 1 to Stage 2. In Stage 1 they
use a float and they have chosen to hire one. In Stage 2 the member no longer needs a float, so they can no
refund the remaining amount.

6.2. VSO #64720 BULK MOVE SPORTS COURSES

You can now bulk move members from one course to another. The can only be done if the course is at the same
location and must be term based.

You will need the security token SC_MERGE_COURSES, this will be disabled on deployment.

When you are ready to bulk move members the Bulk Move button will be displayed on the course details page.
Search for and select the course you wish to move to. Then you will be able to select which members you wish
to move. You also have the option to move and email. Any outstanding balance after the move will be displayed.

Please note that the balance column will not update until a future release. Any charges or credit will be still
generated and can be seen in FOH, MM and Back Office. Any charges from a previous course that have not been
paid for will be cleared during the bulk move and the new fees will be charged.

Participants who enrolled using a payment plan cannot be moved.

If the target course does not have enough capacity the following message will be shown.

6.3. VSO # 66181 PROGRAMS CAN SUPPORT MULTIPLE EXTRAS BUNDLES

A program can now have multiple bundles assigned to it. This can be done on the template, when creating and
editing a program. When adding to a currently running program, previous bookings will not be affected, any
new enrolees will be asked the new bundle configuration. When enrolling on a program it will act if there is only
one bundle assigned this is for the ease of use.

6.4. VSO #63165 – CANCEL SESSION REFUNDS WHOLE COURSE PRICE NOT SESSION PRICE –
CALCULATE PRICE

When sessions are cancelled they will be refunded depending on the booking type:

 Individual session attendees:

o Refund the cost of the individual session inventory item including discounts
 Whole course attendees:
o Refund pro rate per session price (whole course price / number of sessions on the course)
including discounts
 Remaining sessions attendees:
o Refund the cost of the individual session inventory item including discounts

7. BUG FIXES

 VSO #64721 Field Set Questions Not Appearing in Front of House When Booking Sports Course
 VSO #65296 *New Infrastructure* Scanning Savvy Gift Card Top Up barcode produces error
 VSO #65311 *New Infastructure* Scanning Savvy Gift Card Top Up when paying for item causes error
 VSO #67185 AutoBook from waiting list doesn't work when set to Inherit
 VSO #68795 Member Services - Admin fee not populating in PIF popup box
 VSO #69173 Online tickets cannot be purchased in FOH - Net Tax only
 VSO #69476 Billing Group Debt doesn't show in FOH balance
 VSO #69743 Credit Note created club to be workstation club not home club
 VSO #69891 Freezes on old agreements stop agreement based inventory discounts #320741
 VSO #55364 Enquiry form shows error #286738
 VSO #55863 Rentals - Prompt answers are removed when Events are copied
 VSO #56480 Rentals - Copying scheduled events by week moved resources to the wrong day #288080
 VSO #67306 Tax amount displayed when signing up online does not adjust when adding discounts
 VSO #67448 Rentals cancellations writing unneeded Journal lines
 VSO #68403 Information icons on Payment Options page do not display any information
 VSO #69097 LEMS - Changes to Events are not shown in future invoices
 VSO #69488 Activity displays {2} in the title when searching in CMS as a member
 VSO #67375 Min and Max does not work correctly in Payment Template Config
 VSO #67411 Delete and Add New Session Not adding on session correctly when Day of week is Sunday
 VSO #67142 Booking classes on mobile device shows "Notices" and "Dismiss" in the background
 VSO #67147 Enrolling a contact group contact into a course does not mark admin as the payer
 VSO #50472 Moving a member who is too old for the course the screen just loads no warning error
 VSO #53238 Moving a member between courses in BO causes infinite loading
 VSO #67586 Proportional Amount for Extra is wrongly calculated
 VSO #67735 Can't apply promo codes online - Mobile only
 VSO #67802 BO un-enrolment for bookings without any payment throws error
 VSO #67955 Debt for new sports course term is active immediately
 VSO #67225 Online course search changes the start time depending on client time zone
 VSO #65258 Members not showing on course re-enrolment
 VSO #66301 Can't enable a disabled Task Resolution
 VSO #68353 Cancellation fees set at resource level aren't charged if the setting is off at
Club/Reg/Enterprise
 VSO #67878 QAI: Spelling Error in NMW
 VSO #68609 Reports - Sports Course level prediction report shows wrong data multiple times
 VSO #68642 Reports - Sports Course Competency Completion report shows wrong data multiple times
 VSO #68742 CAP2 - ReturnContactFromGUID API gender field is not mapped
 VSO #66364 Invoicing: Partial Credit Notes With Word Templates
 VSO #65848 Cancelled accounts report no longer runs
 VSO #66296 Duplicate records created when block booking
 VSO #69826 Missing Translations
 VSO #70621 MM Charges - order the list of GLs
 VSO #70580 Adv. Booking Penalties - paying fee doesn't lift ban from FOH