1603 Release Notes

Date Prepared:
Prepared by:

N EW F UNCTIONA LITY

FOR

28/04/2016
Ashley Smith & Joe Maud

1603

Front of House ............................................................................................................................................................................ 2

1.

Ref VSO #29109 See Admin/Members in Contact Groups ........................................................................................ 2

Membership Management ........................................................................................................................................................ 3

1.

Ref TM #205110 // VSO #27482 Month In Hand Processing..................................................................................... 3

2.

Ref VSO #30315 Reason Code from BACS advice shown in the Termination area ................................................... 4

3.

Ref TM #216794 // VSO #32007 Round off Prorate Fee............................................................................................ 4

Reports........................................................................................................................................................................................ 5
1.

Ref VSO #30781 Stock Valuation Report.................................................................................................................... 5

2.

Ref VSO #30889 Purchase & Access Eligibilities Report ............................................................................................ 5

3.

Ref VSO #30907 New Report: Enterprise Voucher Configuration ............................................................................. 5

Control Panel .............................................................................................................................................................................. 5

1.

Ref VSO #31619 Extra Fields in User record .............................................................................................................. 5

Price Management ..................................................................................................................................................................... 5

1.

Ref TM #221956 // VSO #30996 New Security Tokens.............................................................................................. 5

Online Services ........................................................................................................................................................................... 6

1.

Ref TM #199342 // VSO #27729 Remove Instructor from Online Bookings ............................................................. 6

2.

Ref VSO #30115 Blind Copy Online Services & Back Office emails............................................................................ 6

Customer Communications ....................................................................................................................................................... 6

1.

Ref VSO #29002 Schedule Improvement ................................................................................................................... 6

2.

Ref VSO #30133 Data Mapping Enhancements ......................................................................................................... 6

3.

Ref VSO #30169 Send Campaign Test ........................................................................................................................ 6

4.

Ref VSO #31330 Field Name dropdowns in Field Mapping ....................................................................................... 6

5.

Ref VSO #31519 Support for Mandrill ........................................................................................................................ 6

Release 1603

Version: 1.0

Customer Management ............................................................................................................................................................. 6

1.

Ref VSO #25813 Configuration for Prospect/New Member Mandatory Fields ........................................................ 6

2.

Ref VSO #25839 Linking to an existing membership ................................................................................................. 7

3.

Ref VSO #28868 Saving a partially joined member.................................................................................................... 7

4.

Ref VSO #30280 Delete Email Footers ....................................................................................................................... 7

5.

Ref VSO #30850 Check for potential duplicates when joining .................................................................................. 8

6.

Ref VSO #31078 Validate Bank Account when joining .............................................................................................. 8

Sports Courses ............................................................................................................................................................................ 8

1.

Ref VSO #31468 Add Fields to Attendance Register .................................................................................................. 8

Tasks ........................................................................................................................................................................................... 8
1.

Ref VSO #31651 Tasks require a contact ................................................................................................................... 8

Other ........................................................................................................................................................................................... 8
1.

Ref TM #205111 // VSO #27471, 27484 & 31665 API: Configure channels for joining ........................................... 8

2.

Ref VSO #30846 API: Online profile New Endpoint ................................................................................................ 9

Performance and Interface Improvements .............................................................................................................................. 9

1.

Ref VSO #27848 Online Services: Pool Timetables interface improvements ............................................................ 9

2.

Ref VSO #31551 Back Office: Improve Contact Search Performance ....................................................................... 9

3.

Ref VSO #30712 Customer Management: General interface improvements ........................................................... 9

4.

Ref VSO #30810 Online Ticketing: Improve time taken to delete a session ............................................................. 9

5.

Ref VSO #31705 Customer Management: Standardise date format across Customer Management...................... 9

F RONT

OF

H OUS E

1. Ref VSO #29109 See Admin/Members in Contact Groups

When viewing Contact Groups in Front of House (Member Control >> Member Info >> Groups >> Contact Groups), you
will now be able to see the group administrator if the current member is not the administrator, or all members in the
group if the current member is the administrator.

Release 1603

Version: 1.0

To view the members of a group click View Members. The administrator will be highlighted in bold:

M EMBERS H IP M A NAG EMENT

1. Ref TM #205110 // VSO #27482 Month In Hand Processing
Month-in-hand processing is a mechanism by which members will be charged for extra months at the start of the
membership to act as a termination buffer at the end of the contract. Upon termination of the contract, the termination
date will be calculated to include the months-in-hand. These months cycle fees are covered by the upfront charge and
will not be charged to the customer, any other charges due will still be charged. If the membership is reactivated then any
months-in-hand remaining will be kept and used during subsequent termination requests.
This functionality is configured in Control Panel >> Global Settings >> Enterprise Settings >> Enable Cancellation Options:

Release 1603

Version: 1.0

By default One Month In Hand and pre-defined Termination Dates will be selected, as this is the current functionality.
Changing the setting to Configurable Month(s) In Hand Processing will enable the new functionality.
Please note that you will need the new security token CP_EDITCANCELLATIONOPTIONS enabled in order to edit this
functionality. If the token is not enabled the Enable Cancellation Options section will be shown but the user will be
unable to change the options.
Once the new functionality is enabled, you will need to specify the number of months in hand you want to charge
upfront. This is set in Control Panel >> Agreement Management >> Agreement Name >> Pricing Tab >> Price >> Terms Tab
>> Months In Hand field.
2. Ref VSO #30315 Reason Code from BACS advice shown in the Termination area
When a member is terminated via a returned advice, the termination reason (as configured in Fee Collection) will show in
the Termination reason drop down in the Agreement tab. If a termination reason is not configured DD Return Advice
will be shown.
3. Ref TM #216794 // VSO #32007 Round off Prorate Fee
Prorate fees can now be rounded off to any value between 1.00 and 0.01 (or 1.00 - 0.01). This is configured in
Control Panel >> Global Settings >> Wizards (2):

Release 1603

Version: 1.0

R EP ORTS
1. Ref VSO #30781 Stock Valuation Report
The Stock Valuation report (Standard >> POS Reports >> Stock Reports folder) will now take the item scope into account,
so that club specific items will not be shown at clubs where they cannot be sold.
2. Ref VSO #30889 Purchase & Access Eligibilities Report
Three new columns for Email, Date of Birth and Gender have been added to the Purchase & Access Eligibilities report
(Standard >> Memberships >> Member List Report >> Purchase And Access Eligibilities). These columns will be included
by default when running the report.
3. Ref VSO #30907 New Report: Enterprise Voucher Configuration
The Enterprise Voucher Configuration report has been added to the Standard >> Configuration >> Vouchers folder. This
shows all the vouchers configured in Control Panel >> Data >> Configure Vouchers. The default columns for this report ar e
Voucher Name, Voucher Type, Quantity, Voucher Description, Linked Item number, Linked Inventory, Linked GL Account,
Is On Demand, Validity Type, Validity Period, Voucher Source, Active Date, Inactive Date, Voucher Is Active and
Redemption Scope. Please note this report is only designed to be run at Enterprise level.

C ONTROL P A NEL
1. Ref VSO #31619 Extra Fields in User record
Three new fields for Additional 1 3 have been added to the Notes tab in Control Panel >> User Management >> select
username. These fields will be visible in the Staff Details Combined report (Reports >> Standard >> Configuration >> Users
folder). Please note that the maximum length of these fields is 100 characters.

P RICE M A NA G EMENT
1. Ref TM #221956 // VSO #30996 New Security Tokens
Two new security tokens have been added to control deployments in Price Management. The tokens are
PM_CAN_DEPLOY_PRICE_SCHEME, which controls the users ability to deploy a price scheme and
Release 1603

Version: 1.0

PM_CAN_DEPLOY_PROMOTION, which controls the users deploy a promotion. If the appropriate token is disabled the
Deploy button will be greyed out when selecting a Price Scheme or Promotion respectively. Please note these tokens will
be disabled by default on release.

O NLINE S E RVICES
1. Ref TM #199342 // VSO #27729 Remove Instructor from Online Bookings
The Instructor column shown when a user views the booking timetable in Online Services (Log in >> Make A Booking >>
select an activity >> View Timetable) has now been removed at the request of customers.
2. Ref VSO #30115 Blind Copy Online Services & Back Office emails
All emails sent from Back Office and Online Services can now be blind copied to a specified email address. This
functionality is either on or off, you cannot turn it on for Back Office but not for Online Services or vice versa. If you wo uld
like to enable this functionality please log a ticket with Legend Support.

C US TOMER C OMMUNICA TIONS

1. Ref VSO #29002 Schedule Improvement
The Campaign list can now be filtered by active/inactive status, campaign schedules can now be edited and an option for
last day of the month has been added to the monthly schedule.
2. Ref VSO #30133 Data Mapping Enhancements
An extra option for Use Fixed Text has been added to the field mapping section, allowing you to use free text as your
mapping, rather than a report column.
3. Ref VSO #30169 Send Campaign Test
When running a campaign, you will now have the option for a test send, which will ask you for a single email address,
and email the first result in the campaign run to the specified email address. Test runs will not be recorded in Back Office.
4. Ref VSO #31330 Field Name dropdowns in Field Mapping
The Field Mapping section of Customer Communications will now automatically populate the Contact Field options with
dropdowns containing the report columns that the campaign is based on, so you can easily select the correct field from
the list.
5. Ref VSO #31519 Support for Mandrill
Customer Communications now supports Mandrill, as well as Dotmailer.

C US TOMER M A NA G EMENT
1. Ref VSO #25813 Configuration for Prospect/New Member Mandatory Fields
Mandatory fields for Prospects/New Members can now be configured in Back Office >> Configuration >> Customer
Management >> Mandatory fields.

Release 1603

Version: 1.0

Please note that access to this area is controlled by the security token CM_CONFIGURATION.
2. Ref VSO #25839 Linking to an existing membership
Customer Management now supports linking a new member to an existing membership as an add-on or linked member.
Please note that this is on-going work, and that work for getting the appropriate prices/raising the correct charges in
Membership Management is not yet complete.
3. Ref VSO #28868 Saving a partially joined member
Members can now be saved after selecting a direct debit agreement without entering bank details. The member can be
set to Pending in Back Office and Membership Management when saving, provided the NOAC event severity (in
Control Panel >> Data >> Member >> Member Events) meets the threshold for setting a member to Pending. If a member
is set to pending a warning will be shown in Back Office when viewing the member.

Clicking Complete Membership will let you enter bank details. Once bank details are entered and the member has been
saved, they will be set to Active.
4. Ref VSO #30280 Delete Email Footers
Release 1603

Version: 1.0

Email footers, configured in Configuration >> Tasks >> Emails, can now be deleted. When a footer is deleted the next
appropriate footer will be used (i.e. if you delete a club specific footer and no region footer is configured, the enterprise
footer will be used). Please note that access to this area is controlled by the security token
CM_CHANGE_EMAIL_CONFIGURATION.
5. Ref VSO #30850 Check for potential duplicates when joining
Customer Management now checks for potential duplicates when signing up a prospect. Duplicate checks are based on:

An exact match on mobile number;

A match on both first name and email address;

A match on both the email address and date of birth;

A match on all of the post code, first name and date of birth fields.

6. Ref VSO #31078 Validate Bank Account when joining

Bank account details will now be validated once all fields are complete when joining in Customer Management.

S P ORTS C OURS ES
1. Ref VSO #31468 Add Fields to Attendance Register
The attendance register will now include the following information, displayed at the top of the PDF:

Course start and end date;

Short code;

Whole course price (actual price rather than inventory name);

Capacity (e.g. 16/20).

The individual attendees will also have a field for Home phone number.

T A S KS
1. Ref VSO #31651 Tasks require a contact
A contact must now be selected when creating a task.

O TH ER
1. Ref TM #205111 // VSO #27471, 27484 & 31665 API: Configure channels for joining
Agreements/price types shown by the API can now be grouped, allowing you to only show certain services, to a third
party for example. These groupings are referred to as channels.
Channels are configured in Control Panel >> Data >> Agreement >> Channels. To add a new Channel, click Add. This will
show you the screen below, where you can enter a channel name and description:

Release 1603

Version: 1.0

If you do not tick the Active tick box the channel will not be available to select when assigning channels to agreements
and price types.
Once you have created your channels, you will be able to assign them at either agreement level or at price type level,
through either Agreement management > > Select agreement >> Channels Tab or Agreement management >> Select
Agreement >> Pricing Tab >> Select Price >> Channels Tab respectively.

All active channels will be pulled through to this section and set to unassigned by default. You can click Assign in the
bottom left to assign this channel to the Agreement. Upon clicking Assign another window will open allowing you to
create the agreement channel for the specific agreement, add a description and assign any events to the channel to show
within Legend when the channel is used.
At price type level you have three options: Inherits, Override and Disable. Inherits means that the price type
inherits the settings configured at agreement level, Override allows you to set a new name, description and web
description as well as allowing you to add different events to the price type and Disable will remove this price type from
the agreement channel. Please note that price type level channels override agreement level channels. If no price type
level channel is specified, the agreement level channel will be inherited.
2. Ref VSO #30846 API: Online profile New Endpoint
There are scenarios where a joiner can have an email which has an online profile, but isnt found by the search (when the
surname or DOB is different - a wife or a child, for example). The solution for this is a new end point in the API which
checked for the existence of the online profile. The EndPoint will be called HasOnlineProfile and take an email address.
Please note the following: email address is now used as a parameter, API returns false if email not an online profile, API
returns true if email is an online profile plus.

P ERFORMA NCE

A ND I NTERFA CE I MP ROVEMENTS

1. Ref VSO #27848 Online Services: Pool Timetables interface improvements

2. Ref VSO #31551 Back Office: Improve Contact Search Performance
3. Ref VSO #30712 Customer Management: General interface improvements
4. Ref VSO #30810 Online Ticketing: Improve time taken to delete a session
5. Ref VSO #31705 Customer Management: Standardise date format across Customer Management

Release 1603

Version: 1.0