1601 Release Notes

Date Prepared:
Prepared by:

N EW F UNCTIONALITY

21/01/2016
Ashley Smith

AND I MPROVEMENTS FOR

1601

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

1.

Ref TFS #18167 Acquiring token for Credit/Debit Card payments through PDQ machine ...................................... 2

2.

Ref TFS #23449 Email Receipts ................................................................................................................................. 3

3.

Ref TM #167360 // TFS #26586 Recurring Bookings: Add to Waiting List ................................................................ 3

Membership Management ...................................................................................................................................................... 4

1.

Ref TFS #25823 Duplicate Checking in New Member Wizard .................................................................................. 4

Reports ..................................................................................................................................................................................... 4
1.

Ref TFS #29100 E5 Online Income report & Historical Transaction detail to support external joining services ...... 4

Control Panel............................................................................................................................................................................ 4
1.

Ref TFS #27481 Mass Add Inventory Discounts ....................................................................................................... 4

2.

Ref TFS #27782 Patronage End Date ........................................................................................................................ 4

3.

Ref TFS #28049 Inventory Management: Search by Inventory/Product ID.............................................................. 4

Fee Collection ........................................................................................................................................................................... 5

1.

Ref TFS #18358 / 21174 Fee Collection: Credit Card Collections ............................................................................. 5

2.

Ref TFS #25201 Re-calculate Next Bill Date on collection completion ..................................................................... 5

3.

Ref TFS #28181 Discard incorrectly imported ADDACS and ARRUDS files ............................................................... 5

4.

Ref TFS #28352 Set Default Collection Service to Enterprise setting ....................................................................... 5

5.

Ref TFS #28464 Allow completion when all items are uncollectable ....................................................................... 5

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

1.

Ref TFS #21253 View and search by name and description ..................................................................................... 5

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

1.

Ref TFS #27573 Online Joining: Ethnic Origin is optional ......................................................................................... 6

Release 1601

Version: 1.0

Back Office ............................................................................................................................................................................... 6

1.

Ref TFS #25881 / 25991 Editing Fieldsets in Back Office .......................................................................................... 6

LEMS ......................................................................................................................................................................................... 6
1.

Ref TFS #19808 Inventory Items bookable outside of a resource ............................................................................ 6

2.

Ref TFS #19817 Edit Contacts ................................................................................................................................... 6

3.

Ref TFS #24716 Location specific header text in emails ........................................................................................... 6

4.

Ref TFS #24719 Emails sent from LEMS use the LEMS email ................................................................................... 7

5.

Ref TFS #24745 Merge Resource & Accommodation View ...................................................................................... 7

6.

Ref TFS #25152 Swap a continuous single booking with a series of bookings in the same timeframe .................... 7

Sports Courses.......................................................................................................................................................................... 7
1.

Ref TFS #25292 At Location App: Show progress of competencies ......................................................................... 7

2.

Ref TFS #26823 Set Capacity to 1 ............................................................................................................................. 8

3.

Ref TFS #27447 FOH Attendance .............................................................................................................................. 8

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

Ref TM #192257 // TFS #25898, 25899 & 25900 Standard club pricing in CMS/API ................................................ 8

2.

Ref TFS #27790 API: Bolt-on prorata and charge recording ................................................................................... 10

3.

Ref TFS #27901 Perkville: Gate Usage Perks .......................................................................................................... 10

Performance and Interface Improvements ........................................................................................................................... 10

1.

Ref TFS #25203 LEMS: Resource Category performance improvement ................................................................ 10

2.

Ref TFS #28052 LEMS: Contact Edit performance improvement ........................................................................... 10

3.

Ref TFS #28277 Fee Collection: Improvements to Bank Specific Configuration screen ......................................... 10

4.

Ref TFS #28324 Camps: Improvement to search interface .................................................................................... 10

5.

Ref TFS #28325 Programs: Improvement to search interface ................................................................................ 10

6.

Ref TFS #28589 Reporting Overnights: Performance improvements ..................................................................... 10

F RONT

OF

H OUSE

1. Ref TFS #18167 Acquiring token for Credit/Debit Card payments through PDQ machine
Front of House can now capture card details for later use in payments of cycle fees in Fee Collection. This is done by
clicking the Register Payment Card button, in the options screen. When this is clicked you can either insert the card in to
the PDQ machine (if the member is present) or enter the details manually on the PDQ. Note that the user will need the
new security token FOH_PAYMENTCARD_REGISTER enabled and the PDQ must be integrated and running at least Ocius
version 3 for this button to be available. Collections can be run against this card using Fee Collection (see item Ref TFS
#18358 // 21172 Credit Card Collections in the Fee Collection section below).

Release 1601

Version: 1.0

Please note that you will need the latest version of Legend Custom Client (available from
www.legendware.co.uk/download) and that this functionality can only be enabled by Legend. If you would like this
functionality please log a ticket with Legend Support and they will pass it to the relevant team.
2. Ref TFS #23449 Email Receipts
Previously printed receipts can now be emailed to members using the Retrieve Transaction functionality. This
functionality is controlled by the new Allow to send transaction receipt in email setting in Control Panel >> Global
Settings >> FOH (2) tab. Note that you must fill in the Email From to send receipt email field.
Once this setting is enabled and an email has been set you will be able to send email receipts. To send an email receipt
open Front of House >> Options and click Retrieve Transaction. Search for the appropriate transaction, either by member,
date or transaction ID. Highlight the transaction you want and click Send Email:

From here you can edit the email address the receipt will be sent to before sending the email. Once youve confirmed the
email address is correct click Send Email. An example of an emailed receipt is shown below:

3. Ref TM #167360 // TFS #26586 Recurring Bookings: Add to Waiting List

When recurring a members booking (by clicking the two arrows icon in Member Control next to the appropriate booking)
users will now be given the option to add the member to the waiting list if the class is full. If Allow recurring to multiple
Release 1601

Version: 1.0

occurrences from Member Control (FOH) is enabled (Control Panel >> Global Settings >> Bookings tab) the user will be
able to add the member to the waiting list for any full session selected.

M EMBERSHIP M ANAGEMENT
1. Ref TFS #25823 Duplicate Checking in New Member Wizard
The Show Possible Duplicates On Saving setting (Control Panel >> Global Settings >> Wizards (3) >> FOH Settings) now
applies to the New Member Wizard as well as Front of House. When a new member is enrolled through the wizard (either
from Membership Management or Sales) the wizard will check for any possible duplicates. If duplicates are found the
user will be shown a list and be able to either choose a duplicate record or ignore and create a new member.

If the user ignores the duplicates and creates a new member an event will be raised on the members account indicating
that the user overrode the duplicate member check.
The duplicate checking is based on Surname, Postcode and Date of Birth.

R EPORTS
1. Ref TFS #29100 E5 Online Income report & Historical Transaction detail to support external joining services
The E5 Online Income report (Financial Reports >> E5 Reports folder) and the Historical Transaction Detail report
(Standard >> POS Reports) now include members who have signed up through external services. The Historical
Transaction Detail report also includes a new option in the Transaction Location filter (Range tab) for External Online.

C ONTROL P ANEL
1. Ref TFS #27481 Mass Add Inventory Discounts
The Mass Add Inventory Discount function (available under Data >> Inventory/POS >> Mass Add Inventory Discounts) will
now ask if you want to add more discounts using the same selection when creating a discount. If you click Yes the
options you previously selected will remain and you will be able to add more discounts.
2. Ref TFS #27782 Patronage End Date
In Control Panel >> Club Settings >> Bookings tab there is now an option for Patronage Recording End Date. Once this is
set patronage will not be recorded for the club once the end date has passed. Please note that if the date is set in the past
then old patronage will not be deleted.
3. Ref TFS #28049 Inventory Management: Search by Inventory/Product ID
In the inventory filter in Inventory Management now also searches the inventory ID. This will allow you to easily check
inventory items in the event of a product ID 123 cannot be found error.
Release 1601

Version: 1.0

F EE C OLLECTION
1. Ref TFS #18358 / 21174 Fee Collection: Credit Card Collections
Fee Collection can now process collections against credit/debit cards, provided that you have captured the card details in
Front of House (see Ref TFS #18167 Acquiring token for Credit Card payments through PDQ machine). To collect against
cards select the Credit/Debit card processing option from the Collection Service drop down and process as normal.
2. Ref TFS #25201 Re-calculate Next Bill Date on collection completion
Members next bill dates will now be calculated when a collection is completed based on the current Monthly Collection
Date in their active agreement, to account for any changes to the collection date.
3. Ref TFS #28181 Discard incorrectly imported ADDACS and ARRUDS files
Unprocessed ADDACS and ARRUDS files can now be discarded. To do this highlight the file you wish to discard and click
Discard.
4. Ref TFS #28352 Set Default Collection Service to Enterprise setting
The Collection Service loaded by default in Fee Collection will now match the Enterprise level setting, set in General
Configuration. This will be reflected in the Search, New Collection and Collection Template screens.
5. Ref TFS #28464 Allow completion when all items are uncollectable
When all items are marked as not collectable Fee Collection will now give the user an option to move on to the
Complete stage or to discard/refresh the collection.

P RICE M ANAGEMENT
1. Ref TFS #21253 View and search by name and description
Search screens for Promotions and Price schemes have been enhanced to support filtering by Name, Description, Notes
and Status. These filters allow free text to be entered and start to filter as soon as the user begins typing. In addition, the
Price Scheme search screen now includes an additional drop down to filter by Scheme Type.

Release 1601

Version: 1.0

O NLINE S ERVICES
1. Ref TFS #27573 Online Joining: Ethnic Origin is optional
The Ethnic Origin field in Online Joining can now be turned on/off by updating the Ethnic Origin option in CMS admin.

B ACK O FFICE
1. Ref TFS #25881 / 25991 Editing Fieldsets in Back Office
Fieldsets can now be viewed and edited in Back Office. To edit a field set/field definition, open Configuration >> User
Defined Fields and select either Field Definitions or Fieldsets. Click Actions >> Edit next to the item you want to edit.

LEMS
1. Ref TFS #19808 Inventory Items bookable outside of a resource
In the Resources tab (shown when viewing a booking) there is now a section called inventory. This allows you to add
inventory items to the booking without associating them with a resource.
2. Ref TFS #19817 Edit Contacts
When you have created or edited a booking and selected a contact, there is now an edit contact button at the top of the
form. You can also edit the contact from the booking / event contacts list.
3. Ref TFS #24716 Location specific header text in emails
You can now configure some location specific text to appear at the top of booking/event summary emails. To configure
email text, log in to Back Office and open Event Management >> Settings >> Email Configuration Settings. From here you
can enter some header text to appear at the top of Booking or Event emails.
Release 1601

Version: 1.0

4. Ref TFS #24719 Emails sent from LEMS use the LEMS email
Emails sent from LEMS will be sent from the LEMS email address, configured in Settings (left hand menu when logged in
to Back Office >> LEMS).
5. Ref TFS #24745 Merge Resource & Accommodation View
The Resource and Accommodation views have now been merged, to allow you to easily switch between views:

6. Ref TFS #25152 Swap a continuous single booking with a series of bookings in the same timeframe
You can now swap a continuous single booking with a series of bookings in the same timeframe by browsing to the
booking and clicking Swap/Move.

S PORTS C OURSES
1. Ref TFS #25292 At Location App: Show progress of competencies
The At Location App will now show the enrolees competency progress, as shown:

Release 1601

Version: 1.0

Please note that this is only for the app, the web application does not have this. You will need to download the latest
version of the app to get this functionality.
2. Ref TFS #26823 Set Capacity to 1
The capacity for a Sports Course can now be set to 1, to allow for one-to-one swimming lessons.
3. Ref TFS #27447 FOH Attendance
When an attendee swipes their membership card at a gate/workstation using Front of House their status can be updated
to Attended. Any member who has a status of Booked for a course starting in the Booking Attendance Period (configured
in Control Panel >> Global Settings >> FOH (1) >> Booking Swipe Attendance/Member Group Interest section). An event
will also be created on the members account, indicating they have been set to Attended.
This functionality can be enabled at Enterprise, Group and Club Level. At Enterprise level it is set in Control Panel >>
Global Settings >> FOH (1) >> Mark Sports Courses as attended on swipe. At Group/Club level it is set in Control Panel >>
Group/Club Settings >> Bookings >> Mark Sports Courses as attended on swipe.

O THER
1. Ref TM #192257 // TFS #25898, 25899 & 25900 Standard club pricing in CMS/API
You can now create external pricing categories which will be used by Legend APIs. The API will return every price for every
inventory item where both the inventory item and the selling period are marked as visible in web price list. The
categories are used to group the items.
To configure this you will first need to set up external price categories. These are configured in Control Panel >> Data >>
Inventory/POS >> Configure Website Price Categories. Note that you will need the new security token
CP_EDITINVENTORYWEBSITEPRICECATEGORIES in order to access the Configure Website Price Categories option.

Release 1601

Version: 1.0

From here you can create website categories to group your inventory items. Once youve created your categories, open
Inventory Management >> Inventory item >> Availability tab. You can then mark the inventory item as visible in the web
price list, choose an appropriate category and set an external descripton, which will be returned by the API.

Finally, selling periods will need to be marked as visible and given a description (Control Panel >> Data >> Inventory/POS
>> Configure Selling Periods >> select selling period >> General tab):

Release 1601

Version: 1.0

Once all the above steps are completed the prices for the selected inventory item and selling period will be returned by
the Pricing api (pricing/categories and pricing/pricelist/{locationid}).
You can also add a macro which will show this inventory pricing on your website. To do this, log in to CMS admin and
navigate to Online Services Config >> General Config and search for Pricing. Mark the new option Enable Facility Pricing in
CMS Content as on and update. To add the macro select Site Content >> Add Content >> SSMacro. From here you can
configure the inventory pricing display.
2. Ref TFS #27790 API: Bolt-on prorata and charge recording
The Joining/RecurringFee API can now initiate charging of a direct debit bolt-on and record any upfront charges including
prorata. The full price of the bolt-on will be recorded if the bolt-on is pay-in-full.
3. Ref TFS #27901 Perkville: Gate Usage Perks
You can now configure Perks on a per gate basis. These perks can be in combination with the previous club perks or
configured separately. This is done through Control Panel >> Data >> 3rd Party Integrations >> Perkville Gate Access. From
here you can assign perks to individual gates. If no perk is assigned then the gate visits will not be sent to Perkville.
There are two new security tokens which control this area: CP_EDITTHIRDPARTYINTEGRATIONS for enabling 3rd party
integrations and CP_EDITTHIRDPARTYPERKVILLEGATES for enabling the Perkville Gates Option

P ERFORMANCE

AND I NTERFACE I MPROVEMENTS

1. Ref TFS #25203 LEMS: Resource Category performance improvement

2. Ref TFS #28052 LEMS: Contact Edit performance improvement
3. Ref TFS #28277 Fee Collection: Improvements to Bank Specific Configuration screen
4. Ref TFS #28324 Camps: Improvement to search interface
5. Ref TFS #28325 Programs: Improvement to search interface
6. Ref TFS #28589 Reporting Overnights: Performance improvements

Release 1601

Version: 1.0

10