1901 Release Notes

Date Prepared: 10/01/2019

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
Front of House ............................................................................................................................................................2
1.1. VSO #74661 Viewing & Printing Class Waiting Lists in Member Info #305284 ..........................................2
1.2. VSO #74943 Ski Pass Print export ...............................................................................................................2
Membership Management.........................................................................................................................................2
1.3. VSO #78179 NMW - Marketing Preferences Default To Not Set ...............................................................2
1.4. VSO #80136 NMW - Marketing Preferences Default To Not Set ...............................................................2
Web Reports ...............................................................................................................................................................2
1.5. VSO #70468 Reports Can Group By Hour / Minute ....................................................................................2
1.6. VSO #70488 "Reset Columns" Function In Report Writer ..........................................................................5
1.7. VSO #75831 Grouped Reports - Allow Grouping by Date ..........................................................................5
1.8. VSO #80326 Improve Error Message When User Has No Dataset Permission ..........................................7
Control Panel ..............................................................................................................................................................7
1.9. VSO #80164 Include Online Accounting information in Club Settings .......................................................7
1.10. VSO #80312 Services Move to Fixed Price For Recurring Members ......................................................7
Online Services ...........................................................................................................................................................8
1.11. VSO #78483 Support Defaults for communications preferences on joining..........................................8
1.12. VSO #73092 & 77268 Requesting a cancellation online.........................................................................8
Customer Communications ......................................................................................................................................11
1.13. VSO #59770 Editing campaigns ............................................................................................................11
1.14. VSO #70702 Removal of duplicate emails or texts in campaigns .........................................................11
1.15. VSO #75898 Email notification for DotMailer RETURNS A “LOCKED” status .......................................12
Event Management ..................................................................................................................................................12
1.16. VSO #78557 Day and Start Time in Events searches ............................................................................12
1.17. VSO #78558 Editing Event Type............................................................................................................12
Online Ticketing ........................................................................................................................................................12
 1.18. VSO #56691 & 76906 Ticketing Templates (creating and applying) ....................................................12
1.19. VSO #77041 Cancelling Sessions in Bulk...............................................................................................13
Sports Courses ..........................................................................................................................................................13
1.20. VSO #72401, 76625 & 26626 Bulk move Sports Courses Improvements ............................................13
1.21. VSO #63897 Updating Competencies After Course End ......................................................................13
1.22. VSO #76496 Assigning Bookability/Visibility Rules to Sports Courses .................................................13
Tasks & Customer Management ..............................................................................................................................13
1.23. VSO #72549 Freeze a membership.......................................................................................................13
1.24. VSO #78882 Adding Club & Location in Tasks / Contacts API ..............................................................15
1.25. VSO #73093 Processing a cancellation request ....................................................................................15
Bug Fixes ...................................................................................................................................................................16

FRONT OF HOUSE

1.1. VSO #74661 VIEWING & PRINTING CLASS WAITING LISTS IN MEMBER INFO #305284

You are now able to view and print member waiting list information in FOH > Member Info > Bookings > Waiting
List. There is also the option to move members into classes and remove them from the waiting list.

1.2. VSO #74943 SKI PASS PRINT EXPORT

Legend now supports label printing through Bartender integration.

MEMBERSHIP MANAGEMENT

1.3. VSO #78179 NMW - MARKETING PREFERENCES DEFAULT TO NOT SET

Marketing Preferences for New Joiners can now be configured in the Database. If you would like to set
Communication Preferences for new members, please contact Legend Support to organise this for you.

1.4. VSO #80136 NMW - MARKETING PREFERENCES DEFAULT TO NOT SET

Please note the above will also apply when using the API to create a new member.

WEB REPORTS

1.5. VSO #70468 REPORTS CAN GROUP BY HOUR / MINUTE

This new functionality is applicable to both User Defined Reports and New Dashboards. Please see the example
steps below to use the functionality:

USER DEFINED REPORTS

 Create new User Defined Report (Reports > Report Writer)

o Add a dataset which has a date/time field (e.g. Usage)
o Add filter
 Choose the date/time field
 "time of day is equal to"
 Enter a time
 Click OK
 Click Refresh
 The dataset will now be filtered based on the time filter

o Click the Edit button and change the "Template" dropdown to "Aggregated Columns"
 In the options section on the "Rows" dropdown, select Date Time
 Click the Cog button to the right of the dropdown

 Under "Grouping" select "Hour/Minute"

 Under "Columns"
 Add a column
 Give it any name you like - default "Row Count" is fine
 Click Refresh
 A report will now be generated showing one field per minute
DASHBOARD

 Create a new Dashboard (Dashboards > User Defined Dashboards > Create)
o Add a new Dashboard Item (Comparison Text)
 Add a dataset which has a date/time field (e.g. Usage)
 Select a value for "Rows" (i.e. Site Name)
 Add filter
 Choose the date/time field
 "time of day is equal to"
 Enter a time
 Click OK
 Click Refresh
 The dataset will now be filtered based on the time of date that was entered

o For "Rows", select the time field

 Hit the cog next to the field and select "Hour/Minute"
 "OK", then refresh the preview
 The date will now show one row per time of day
 1.6. VSO #70488 "RESET COLUMNS" FUNCTION IN REPORT WRITER

Within Web Reports there is now a button to reset columns after editing a report. This can be found within the
Column list section when creating a new report.

 Reports > Report Writer

o Add a dataset
o The column list to the right-hand side should populate
o Make some changes to the columns (remove some)
o Click the new "Reset Columns" button (similar to a "refresh" icon)

o All changes should be reset

o Add another dataset to the report
o None of these columns are displayed automatically
o You will need to select the columns that you wish to add from the new dataset
o Click the new ‘Reset Column’ Button
o Columns from the new dataset will now be displayed

1.7. VSO #75831 GROUPED REPORTS - ALLOW GROUPING BY DATE

You can now group report data based on date fields. Please see below for details how to do this:

 Reports > Report Writer

 Select a dataset - any with a date field (e.g. Usage)
 Template = "Grouped List"
 In the top right, you'll see "Grouping", use the + to add a group field
 Add a date field i.e. Visited Date and then click ‘OK

 You'll see that the data lists below grouped by the field you've entered
 1.8. VSO #80326 IMPROVE ERROR MESSAGE WHEN USER HAS NO DATASET PERMISSION

When a staff member attempts to run a report containing a dataset that they don't have permission to access,
an error message appears. The clarity of this message has been improved, it now reads “The current user does
not have access to one or more datasets used in this report.”

CONTROL PANEL

1.9. VSO #80164 INCLUDE ONLINE ACCOUNTING INFORMATION IN CLUB SETTINGS

In Control Panel > Club settings there are new fields for entering online accounting information.

1.10. VSO #80312 SERVICES MOVE TO FIXED PRICE FOR RECURRING MEMBERS
Prior to this release, should the inventory item of a service change price, it would affect existing members using
this service. Now a service will remain a fixed price to a member as per their sale date. When the price changes
they will not be affected until they renew their service . This is reflected in Forward Billing and Fee collection.

ONLINE SERVICES

1.11. VSO #78483 SUPPORT DEFAULTS FOR COMMUNICATIO NS PREFERENCES ON JOINING

Online Joining now respects Communication Preferences defaults from Control Panel.

1.12. VSO #73092 & 77268 REQUESTING A CANCELLATION ONLINE

A member can now request to cancel their membership online. They can submit the request by going to the
Cancel Membership page (location will differ depending on your configuration). The Cancel Membership menu
item and responsive theme will need to be enabled by Legend Support. Please contact Legend Support to
enable this feature.
The warning text will display the members obligation date, and if there is a charge to cancel their agreement.
The warning is fully configurable and can be edited in Back Office > Configuration > Stock Text > Website Text >
Membership_OnlineCancellationWarning.

The setting Limit Cancellation dates to Multiple Collection Dates (MCD) located in Control Panel > Global
Settings > Additional (2), controls what day the member can select to cancel their membership.
 ON: Will display a dropdown with a list of dates available to cancel on (today included).
 OFF: A date picker will be displayed to select dates in the future (today included).
You can configure a grace period for cancellations. For example, it will take 3 days for you to process the
cancellation, so it will stop members from logging a request for the next 3 days. E.G. today is the 18th, members
will not be able to put another request for cancellation until the 21st. If the cancellation is approved their
agreement will terminate on the 21st.

Members will be able to select a cancellation reason which are the same as you would use in MM. You will need
to inform Legend Support of which ones you wish to be customer facing and appear online.
Members will also be able to add any additional information in the comments box.

Members on a PIF agreement will not be able to cancel their membership. Members with a balance can still
submit a request, it will be down to the club to approve or reject the cancellation.

Once the request has been submitted a message will be displayed to the member.

They will receive email confirmation of their request. An unassigned task will also be created in the Tasks
application in Back Office, for your membership team to contact the member and process their cancellation
request.

The member will be notified on their home page that their cancellation request is under review.

The flag to make the termination reasons online can be found in the dbo.refterminationreasons table.

CM_CancellationGracePeriodDays can be found in the dbo.configuration table.

 CUSTOMER COMMUNICATIONS

1.13. VSO #59770 EDITING CAMPAIGNS

It is now possible to edit a campaign. You will need the security token CC_CAN_CREATE_CAMPAIGN.

To edit view the campaign and click Edit.

Or click Actions > Edit in the campaign search.

You will now be able to edit all elements once the campaign has been created. Please note that you will not be
able to edit the channel.

All future schedules will use the updated campaign. All changes will be audited. Please contact Legend Support if
you need to view audit information around campaign edits.

If you change the template it will treat the campaign as follows:

 If it requires more field mapping, the campaign will fail to run until this is resolved and you will be
notified of what field mapping is missing
 If it requires less field mapping but they are the same fields, the campaign will send
 If it requires less field mapping but different data fields, the campaign will fail until this is resolved and
you will be notified of what field mapping is missing

1.14. VSO #70702 REMOVAL OF DUPLICATE EMAILS OR TEXTS IN CAMPAIGNS

You can now choose whether to send one or multiple emails and texts to members who have the same contact
details. An example would be partners that have the same email address or mobile number.

Depending on the order of the data in the report the first record will be sent the campaign.
To configure, enable Allow duplicate contacts setting when creating or editing a campaign. It is enabled by
default when creating a campaign. When setting this option, it will also apply to existing campaigns.

1.15. VSO #75898 EMAIL NOTIFICATION FOR DOTMAILER RETURNS A “LOCKED” STATUS

When DotMailer returns a “Locked” status, an email will be sent to the address which is configured in the
Support email field so you can take the appropriate action.

EVENT MANAGEMENT

1.16. VSO #78557 DAY AND START TIME IN EVENTS SEARCHES

There is now an option in the search pane to filter searches by one or more days of the week, by default all days
are selected.
You will also have an option in the search pane to filter searches by the start time, the default is set to any time.

1.17. VSO #78558 EDITING EVENT TYPE

You will now be able to edit the Event Type in the Event Summary, you will need the security token
EM_UPDATE_EVENT_TYPE.
A warning will show if the events are not linked to the Event Type or if it is unavailable. Events that are edited
will be set to amended status and Billing Required will show on the event if a balance is due.

If you do not have the security token EM_VIEW_ALL_LAYOUTS_FOR_RESOURCE you will get a breakdown of all
the layouts that have not assigned the selected event type. You will not be able to proceed with processing until
you have the security token.

To update the event type you will need the security token EM_UPDATE_EVENT_TYPE, if you do not have this
then you will be presented with the option for an authorised staff member to override the security token.
If event type is set to be mandatory you will require EM_CREATE_EVENT_WITHOUT_EVENT_TYPE to remove the
event type.

ONLINE TICKETING

1.18. VSO #56691 & 76906 TICKETING TEMPLATES (CREATING AND APPLYING)

Online Ticketing now has the option to create a template and then use that template to create ticketing
sessions, you will need the security token OT_CAN_CREATE_SESSION_TEMPLATE to create a template and you can
configure them in BO > Online Ticketing > +Add New Session Template
 1.19. VSO #77041 CANCELLING SESSIONS IN BULK

You can now quickly remove/cancel ticketing sessions that are incorrect or not needed, to do this you will need
the security token OT_CAN_CANCEL_SESSIONS. Please note, this only applies to items with no bookings.

SPORTS COURSES

1.20. VSO #72401, 76625 & 26626 BULK MOVE SPORTS COURSES IMPROVEMENTS

When completing a bulk move, you will be asked if you want to issue a prorate custom amount credit note or
refund. There is also an option not to issue a refund. When a staff member has the token SC_CAN_OVER_BOOK,
they can bulk move members to take the course over capacity. A move event will be added to the member once
the bulk move has been completed.

1.21. VSO #63897 UPDATING COMPETENCIES AFTER COURSE END

It is now possible to view and update member competencies after a course has ended.

1.22. VSO #76496 ASSIGNING BOOKABILITY/VISIBILITY RULES TO SPORTS COURSES

Note: This is the first part of the work and is not yet fully implemented.
Visibility rules can now be set on a template or sports course so that you can control who can see and book
sports courses online, and when they can be seen and booked.

 You can select multiple bookability / visibility rules on a sports course template
 You can select which rule will be the default
 You can override on the sports course
 You can see the rules on the course details page
 You can edit the template and the sports course
 If a rule has been made inactive it will not appear in drop downs / lists of rules when editing templates
or courses
 If a rule becomes inactive after being added, it will show in the list of rules, but be clearly marked as
inactive
 An inactive rule can be removed from the list

TASKS & CUSTOMER MANAGEMENT

1.23. VSO #72549 FREEZE A MEMBERSHIP

A membership operator can now freeze a membership in Customer Management, just like they would in
Membership Management. Please note that weekly freezing will become available in a future release.
You will need the following security tokens
 MM_UNCHK_FREEZE
 MW_FREEZE_ALLOWCUSTOM Will need setting AllowFeeOverrideFreeze
 MW_FREEZE_ALLOWZERO
 MW_FREEZE_ALLOWZEROMAXMONTH
 MM_CAN_FREEZE_CONTRACTED_MEMBER

Customer Management will use the Freeze Type (Control Panel > Data > Agreement > Freeze) and Freeze
Reasons (Control Panel > Data > Member > Member Freeze Reason) that you already have configured.

To Freeze a member, you can use two methods:-

Member Search
Actions > Freeze Member

Member Details
Edit Contact > Freeze Member
 1.24. VSO #78882 ADDING CLUB & LOCATION IN TASKS / CONTACTS API

You can now send a LocationID and ClubID in the Tasks and Contacts API. If the entered IDs are invalid, a task is
created using the Contact Location.

1.25. VSO #73093 PROCESSING A CANCELLATION REQUEST

You will need to create a cancellation task type (Enquiry, phone call etc.) and any resolutions you require.

To set the cancellation request - default task type by navigating to Back Office > Configuration > Tasks > Task
Configuration.

When a member has submitted a cancellation request online, an unassigned task will be created. It will schedule
the task for the date they have requested to cancel their agreement.

Upon viewing the request you will be able to see the member’s agreement details and any notes they have
added.

When approving the cancellation, you can override the reason and termination date if needed. A message will
be displayed reminding you of the member’s obligation date.

If the member account has a balance then a warning will be displayed stating the amount they owe, and you will
not be able to proceed with the cancellation until the balance has been settled.
BUG FIXES

 VSO #64819 Legend Reports stops responding when exporting a report using CSV
 VSO #73874 Control Panel Help does not work in CA
 VSO #74568 Returns a value in ProrateFee when ProrateDays are returned as zero
 VSO #77509 MM - Upgrades after fee collection run but before the cutoff gives incorrect NBD for new
agreement
 VSO #78240 Transaction code '470' isn't automatically generating for upgraded members in MM
 VSO #78562 Price management - promotion - discount scheme - fix override issue
 VSO #78603 Selling Period Specified Time window says "Add Access Time"
 VSO #75579 Max Number of Files Issue
 VSO #77587 Improve Error Message - Filter Fail
 VSO #77869 Unable to refund course in FOH
 VSO #78459 Contact groups wrapper slider not visible
 VSO #78543 Double Encoding on Scheduled Report List
 VSO #79549 ContactAccount microservice high resource usage in Wakefield
 VSO #79634 Contact API - RegEx values are not checked on contact creation
 VSO #79636 Contact API - Marketing source cannot be added but can be mandatory in Customer
Management
 VSO #79935 Leading Spaces in Filters
 VSO #80058 Invoice Template Issue
 VSO #80454 Check Leading Space When Setting Groups
 VSO #80520 MM - Communication preferences display 'Description' instead of 'ShortDecription'
 VSO #75823 Customer Segmentation cleanup job not cleaning up
 VSO #78578 Add support for merge field documents in Customer Management
 VSO #77629 One day holidays (holiday management) are not respected by LEMS
 VSO #77702 Invoice MicroService Timeout when loading a large amount of invoices in a schedule
 VSO #79065 Backoffice dll and new microservice ticketing checks are different
 VSO #80347 Postcode Mandatory is not respected in Responsive
 VSO #64830 When cancelling a session in edit a course you only get the option to not credit the member
even if they have paid
 VSO #79763 Can save Sports Course template without session duration which causes ErrorPreviewing
when creating course
 VSO #80550 Quick Search in SC returning created courses only
 VSO #80570 Pressing enter in SC search doesn’t return the options you’ve entered
 VSO #80750 Sports course remaining session countdown
 VSO #79935 Leading Spaces in Filter