1701 Release Notes

Date Prepared: 02/02/2017

Prepared by: QA

TABLE OF CONTENTS
1. Front of House ............................................................................................................................................... 2
1.1. VSO #42398 The Add Button In Stock Take Renamed ........................................................................... 2
1.2. VSO #42389 Stock Write Off Error Message ........................................................................................... 2
1.3. VSO #42663 A New Member Can Be Added With An Invalid Date Of Birth Via Front Of House .............. 3
1.4. VSO #36489 Selecting And Editing Sports Course Extras in FOH ............................................................. 3
1.5. VSO #40303 Rewrite Member Balance Processes To be Standard Everywhere ...................................... 3
1.6. VSO #40671 Manage Billing Groups In FOH ............................................................................................ 3
1.7. VSO #42112 FOH Update Course Move Re-Enrolment Process............................................................ 3
1.8. VSO #32466 Choice of Refund Or Credit for SC Unenrollment In FOH .................................................... 3
2. Bookings......................................................................................................................................................... 5
2.1. VSO #40692 Have To Close And Reopen Resource Sub-Type Screen When Making Multiple Sub-Types 5
2.2. VSO #40864 Bookings > File > Import Export > Timetable Options Turned Off ....................................... 5
2.3. VSO #40802 Class Name Can Not Be Changed ........................................................................................ 5
3. Membership Managment............................................................................................................................... 5
3.1. VSO #40672 Billing Groups In MM .......................................................................................................... 5
3.2. VSO #39035 // TM #237379 Marketing Preferences Confirmation Box NMW & FOH ............................. 5
3.3. VSO #41618 MM Statement Details - > To Date and All Details ............................................................. 7
4. Control Panel ................................................................................................................................................. 7
4.1. VSO #40507 Extended Inactive Club Functionality .................................................................................. 7
4.2. VSO #40849 Credit Note: GL Coding ....................................................................................................... 7
4.3. VSO #40591 Select GL account for tax category in tax manager ............................................................. 7
4.4. VSO #41343 New accounting tab............................................................................................................ 8
5. Price Management ......................................................................................................................................... 8
5.1. VSO #39610 // TM #245617 Security Restritions in PMT ........................................................................ 8
6. Reports........................................................................................................................................................... 9
 6.1. VSO #39548 Reporting values of manual discounts by operator............................................................. 9
7. Online Services ............................................................................................................................................... 9
7.1. VSO #36488 Selecting Extras In CMS ...................................................................................................... 9
7.2. VSO #39532 External Booking ID attached to Password Set URL Triggers Booking Process .................... 9
VSO #41681 Include Billing Groups In My Bills ................................................................................................. 10
8. Back Office ................................................................................................................................................... 10
8.1. VSO #36485 Creating and Administering Extra Bundles in Back Office ................................................. 11
8.2. VSO #40271 Event Management Confirm Booking Screen Asking For Authorisation Code .............. Error!
Bookmark not defined.
8.3. VSO #39539 Replying STOP Unsubscribes A User From Marketing Messages IN Customer Comms ..... 10
8.4. VSO #40295 Update CampaignResponses Dataset ............................................................................... 10
8.5. VSO #40841 MessageBird Templates Support Date Formatting ........................................................... 10
8.6. VSO #39953 Tasks List Status Filter Defaults To Open ....................................................................... 10
8.7. VSO #41292 Booking In Sports Courses Respects Waiting List .............................................................. 10
8.8. VSO #37434 Member does not get achievement when completing all comptencies for course ........... 10
9. Performance and InTerface Improvements ....................................................... Error! Bookmark not defined.
9.1. VSO #38064 Improve AtLocation Performance GET SportsCourse/get ... Error! Bookmark not defined.
10. Bug Fixes ...................................................................................................................................................... 11

1. FRONT OF HOUSE

1.1. VSO #42398 THE ADD BUTTON IN STOCK TAKE RENAMED

The Add button within the Stock Take screen has been renamed to Amend. The functionality remains the
same. FOH > Options > Stock Take

1.2. VSO #42389 STOCK WRITE OFF ERROR MESSAGE

If you are writing off an item of stock and do not enter a note you will receive an error message You must enter
a reference. The note field has been renamed to Reference. FOH > Options > Stock > Write Off Stock.

1.3. VSO #42663 A NEW MEMBER CAN BE ADDED WITH AN INVALID DATE OF BIRTH VIA
FRONT OF HOUSE

When creating a Quick Add Member (FOH > Quick Add) they can only be set up with a valid date of birth where
previously you are able to manually input a date of birth in the future. You will still have the ability to manually
enter a date of birth but it will only accept a valid date.

1.4. VSO #36489 SELECTING AND EDITING SPORTS COURSE EXTRAS IN FOH

When purchasing a Sports Course there is now the option to purchase bundles containing extras which are just
POS items. Information on how to configure can be found under section 8.1 of the release notes.

1.5. VSO #40303 REWRITE M EMBER BALANCE PROCESSES TO BE STANDAR D EVERYWHERE

All balance calculation processes have been centralised to improve maintenance and allow for greater future
flexibility.

1.6. VSO #40671 MANAGE BILLING GROUPS IN FOH

Itll now be possible to pay for Billing Groups from within FOH by adding them to the basket from within
member control. Individual items are not displayed, only the group that they are contained in.

1.7. VSO #42112 FOH UPDATE COURSE MOVE RE-ENROLMENT PROCESS

A member may be moved from one course to another in Front of House. If there are any price differences
between the two courses, the amount can be added to the basket.

1.8. VSO #32466 CHOICE OF REFUND OR CREDIT FOR SC UNENROLLMENT I N FOH

When you un-enrol a member from a Sports Course, you now have the option to give a refund or a credit note
after the course has started. You will need the following security tokens;
SC_CAN_REFUND_AFTER_CUT_OFF,
SC_CAN_CREDITNOTE_AFTER_CUT_OFF
Please note: If the user group has the following token BK_ISSUECREDITNOTE_OVERRIDE, the user can still issue
a credit note, but only for a custom amount.
If the member was enrolled on the whole course or remaining sessions you can refund/credit the whole amount
or a prorate amount of what was paid for the remaining sessions left.

If the member has not yet paid you have the options to clear the debt, or keep the debt so they can pay the
balance later.

It is now possible to un-enrol a drop in member from the enrolee screen.

 2. BOOKINGS

2.1. VSO #40692 HAVE TO CLOSE AND REOPEN RESOURCE SUB -TYPE SCREEN WHEN M AKING
MULTIPLE SUB -TYPES

You no longer have to close and reopen the resource sub-type screen when creating multiple sub-types. Once
you have created a sub-type and clicked on the close button the screen will refresh automatically. You will then
be able to create your new sub-type.

2.2. VSO #40864 BOOKINGS > FILE > IMPORT EXPORT > TIMETABLE OPTIONS TURNED OFF

The timetable options Export Timetable and Import Timetable (Bookings > File > Import Export)
have been removed from Bookings.

2.3. VSO #40802 CLASS NAME CAN NOT BE C HANGED

A class name cannot be changed without the security token "BK_CAN_CHANGE_RESERVATION_NAME"

This token is granted to all upon release.

3. MEMBERSHIP MANAGMENT

3.1. VSO #40672 BILLING G ROUPS IN MM

In Membership Management under the All tab of the Statement, Billing Groups and Invoices now display as a
single line with the headers Standard Billing Group and Invoice.

The details of the individual items within the group can be seen by clicking on the All Details button once a
group has been selected.

Billing Groups and Invoices are also displayed in Front of House as outstanding payments.

3.2. VSO #39035 // TM #237379 MARKETING PREFERENCES CONFIRMATION BOX NMW &
FOH

In the New Member Wizard (NMW) there is a new tick box Marketing preferences requested? this can be used
to ensure staff have asked new members about their marketing preferences.
This field can be marked mandatory, which will prompt if not completed when trying to progress through the
wizard. If the tick box is not mandatory and not selected, Legend will create an event asking the user to confirm
the Marketing Information. The event will show in MM > Comms > Events and in FOH > Member Control. This
option can also be used when adding quickadd members through front of house.

To make these options mandatory please raise a Support Ticket via the Legend Support Portal.
 3.3. VSO #41618 MM STATEM ENT DETAILS - > TO DATE AND ALL DETAILS

The add button within Contact Groups has been renamed to All Details the functionality allows you to pick all
of the items within the statement instead of having to highlight each one that you require. An additional date
To field has also been added to enable a more accurate search.

4. CONTROL PANEL

4.1. VSO #40507 EXTENDED INACTIVE CLUB FUNCTIONALITY

When a club has been disabled, you can bulk delete Inventory Prices and Inventory Discounts. A new tab will
appear within Control Panel > Club Settings called Inactive Club Settings

4.2. VSO #40849 CREDIT NO TE: GL CODING

In addition to adding a GL code to a credit note reason, you can now add a Source GL account and an Expiry GL
account to the credit note for accounting and reporting purposes. These are added at the same time as
configuring a credit note reason.

4.3. VSO #40591 SELECT GL ACCO UNT FOR TAX CATEGORY IN TAX MANAGER

When adding a sales tax category within Tax Manager you can now assign a GL account for reporting purposes.
 4.4. VSO #41343 NEW ACCOUNTING TAB

The settings for Accounting Integrations have now moved to Control Panel > Club Settings > Accounts
Integration.

5. PRICE MANAGEMENT

5.1. VSO #39610 // TM #245617 SECURITY RESTRI TIONS IN PMT

The security tokens for Price Management have been extended to cover the following areas.
For Membership Price Changes
For Inventory Prices
For Membership Promotions
For Inventory Promotions

All areas of the tool (with the exception of Entitlements) now allow statuses to be governed individually, as
per the breakdown of tokens below. If you have the current tokens upon release, you will inherit the new
ones as standard.

Membership Discount
Token Description
PM_MEMBERSHIP_DISCOUNT_CANSETSTATUS_APPROVED Can Set Status To Approved
PM_MEMBERSHIP_DISCOUNT_CANSETSTATUS_DEPLOYED Can Set Status To Deployed
PM_MEMBERSHIP_DISCOUNT_CANSETSTATUS_DRAFT Can Set Status To Draft
PM_MEMBERSHIP_DISCOUNT_CANSETSTATUS_EDIT Can Set Status To Edit
PM_MEMBERSHIP_DISCOUNT_CANSETSTATUS_FIRSTAPPROVAL Can Set Status To First Approval
PM_MEMBERSHIP_DISCOUNT_CANSETSTATUS_REJECTED Can Set Status To Rejected
PM_MEMBERSHIP_DISCOUNT_CANSETSTATUS_REVIEW Can Set Status To Review

Membership Price
Token Description
PM_MEMBERSHIP_PRICE_CANSETSTATUS_APPROVED Can Set Status To Approved
PM_MEMBERSHIP_PRICE_CANSETSTATUS_DEPLOYED Can Set Status To Deployed
PM_MEMBERSHIP_PRICE_CANSETSTATUS_DRAFT Can Set Status To Draft
PM_MEMBERSHIP_PRICE_CANSETSTATUS_EDIT Can Set Status To Edit
PM_MEMBERSHIP_PRICE_CANSETSTATUS_FIRSTAPPROVAL Can Set Status To First Approval
PM_MEMBERSHIP_PRICE_CANSETSTATUS_REJECTED Can Set Status To Rejected
PM_MEMBERSHIP_PRICE_CANSETSTATUS_REVIEW Can Set Status To Review

Inventory Discount
Token Description
PM_INVENTORY_DISCOUNT_CANSETSTATUS_APPROVED Can Set Status To Approved
PM_INVENTORY_DISCOUNT_CANSETSTATUS_DEPLOYED Can Set Status To Deployed
 PM_INVENTORY_DISCOUNT_CANSETSTATUS_DRAFT Can Set Status To Draft
PM_INVENTORY_DISCOUNT_CANSETSTATUS_EDIT Can Set Status To Edit
PM_INVENTORY_DISCOUNT_CANSETSTATUS_FIRSTAPPROVAL Can Set Status To First Approval
PM_INVENTORY_DISCOUNT_CANSETSTATUS_REJECTED Can Set Status To Rejected
PM_INVENTORY_DISCOUNT_CANSETSTATUS_REVIEW Can Set Status To Review

Inventory Price
Token Description
PM_INVENTORY_PRICE_CANSETSTATUS_APPROVED Can Set Status To Approved
PM_INVENTORY_ PRICE _CANSETSTATUS_DEPLOYED Can Set Status To Deployed
PM_INVENTORY_ PRICE _CANSETSTATUS_DRAFT Can Set Status To Draft
PM_INVENTORY_ PRICE _CANSETSTATUS_EDIT Can Set Status To Edit
PM_INVENTORY_ PRICE _CANSETSTATUS_FIRSTAPPROVAL Can Set Status To First Approval
PM_INVENTORY_ PRICE _CANSETSTATUS_REJECTED Can Set Status To Rejected
PM_INVENTORY_ PRICE _CANSETSTATUS_REVIEW Can Set Status To Review

6. REPORTS

6.1. VSO #39548 REPORTING VALUES OF MANUAL DISCOUNTS BY OPERATO R

A new report is now available to audit users giving manual discounts to new memberships or upgrades to
existing memberships. This is found under Standard > Membership > Audit > Agreement Price Override
report.

7. ONLINE SERVICES

7.1. VSO #36488 SPORTS COURSES THAT HAVE EXTR AS CAN BE PURCHASED ONLINE

Sports Courses configured in Back Office with additional extras can be purchased online when making a
booking.

7.2. VSO #39532 EXTERNAL BOOKING ID ATTAC HED TO PASSWORD SET UR L TRIGGERS
BOOKING PROCESS

When a member has completed the sign up or joining process and sets a password for their online account, it
will now redirect them to your booking page, making it a smoother journey for them.

Please contact Legend Support to have this setting turned on.

VSO #41681 INCLUDE BILLING GROUPS IN MY BILLS

Billing groups are now included in My Bills for ease of payment online.

8. BACK OFFICE

8.1. VSO #39539 REPLYING STOP UNSUBSCRIBES A USER FROM MARKETING MESSAGES IN
CUSTOMER COMMS

If a member wishes to unsubscribe from a SMS marketing campaign, they can now reply to the message using
STOP. This will automatically unsubscribe them.

8.2. VSO #40295 UPDATE CAMPAIGNRESPONSES DATA SET

The Unsubscribed field has been renamed to Unsubscribed in Channel. Also email marketing preference has
been added.

8.3. VSO #40841 MESSAGEBIRD TEMPLATES SUPPORT DATE FORMATTING

The template for a SMS campaign in Customer Communications Configuration > Customer Communications >
SMS now supports the following date format yyyy-MM-dd which will give the following date 2017-02-01, and
the will respect the character count.

8.4. VSO #39953 TASKS LI ST STATUS FILTER DEFAULTS TO OPEN

On the Tasks page the status drop down now defaults to Open.

8.5. VSO #41292 BOOKING IN SPORTS COURSES RESPECTS WAITING LIST

For any courses with the waiting list type Specific or Any with preference to specific, if there are more
enrolees and members on the waiting list than the capacity of the course, members will be unable to book onto
the course online. Staff members will be shown a warning when attempting to enrol more members onto the
course if there are any members on the waiting list.

8.6. VSO #37434 MEMBER DO ES NOT GET ACHIEVEMENT W HEN COM PLETI NG ALL
COMPTENCIES FOR COURSE

Once you have completed all of the competencies within the selected course the achievements are updated
straight away these can be viewed in the members Achievements section.
 8.7. VSO #36485 CREATING AND ADMINISTERING EX TRA BUNDLES IN BACK OFFICE

It is now possible to create and assign extras in Back Office, you can specify if you wish to sell these items
singular or as multiple purchase.

To create a bundle navigate to Configuration > General Settings > Inventory

Click Create Bundle and you will then be asked to enter a name. Once you are happy click on create. You are
now able to assign inventory items by clicking add new extra > select. You can override the inventory name to
something more customer friendly. If you do not override the name it will inherit the inventory discerption. You
can then choose if you wish to sell this as single or multiple item. The enabled option is on as default, I you do
not wish to sell this item yet you can disabled it, and reactivate it at a later date.

Can edit any part of this at any time by clicking Actions > Edit

This can be assigned to a Sports Course by creating or editing a template.

9. BUG FIXES

VSO #38710 Drop In Inventory Cancellation Price Incorrect

VSO #39717 // TM #228877 Moving A Provisional Member Using ReEnrolment Management Changes
Status To A and Clears Charges
VSO #39718 // TM #246769 Sports Courses Credit Notes Are Set Against The Booked Member Not The
Paying Member
VSO #39730 // TM #242289 Waive Prorate To Month End Doesnt Get Taken Into Account Online
VSO #39762 DD Course Moves Uses The Same Billing Record Twice
 VSO #41323 // TM #20223 Error On Charges Screen In MM
VSO #42087 // TM #252972 Sports Courses Column Max Character Length Mismatch Causes Updates
In Back office To Fail
VSO #42207 // TM #253507 Inventory Import Does Not Update Wholesale/Retail Price And Does Not
Enter Audit Records
VSO #42373 Error When Clicking Accommodation Within Event Management Settings
VSO #43017 Non-Attendance Debt Report Shows Late Cancellation Charges Too
VSO #41349 Receipt notes do not show on Booking Items
VSO #40732 Entering a promo code not valid for selected agreement in MM returns all agreements for
that promo code
VSO #40562 Promotion Descriptions of more than 50 characters causes a truncation in the new member
wizard
VSO #41433 Fix of various display issues in Sports Course Course details page
VSO #40637 Fix to warning message when scheduling a block booking in Bookings
VSO #41383 Small amendment to message displayed when applying a charge in Membership
Management
VSO #42062 Provisional sports course bookings are now routinely cleared down if booked through FOH
VSO #41383 MM Sports Courses charges - When applying part of the payment the message displayed is
incorrect #251209
VSO #42411 Paying Off Online Invoices - Debt Still Shows #233671