1803 Release Notes

Date Prepared: 30/04/2018

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front of House ....................................................................................................................................................2
1.1. VSO #61821 Mandatory extras in FOH .......................................................................................................2
1.2. VSO #63393 Per Session Extras in FOH.......................................................................................................2
1.3. VSO #61823 Cancellation of items with per session extras in FOH............................................................3
1.4. VSO #65388 Amendments to FOH sports course receipts .........................................................................3
1.5. VSO #65768 Improvements to Stock Search in FOH ..................................................................................4
2. Bookings .............................................................................................................................................................5
2.1. VSO #62254 Musco Lighting Integration ....................................................................................................5
2.2. VSO #67775 MODIFY Prompts for courses in FOH .....................................................................................5
3. Membership Management.................................................................................................................................6
3.1. VSO #65515 All Changes to Communications Permissions are Audited ....................................................6
3.2. VSO #66430 Lapsing or cancelling membership lapses or cancels dependant services ............................6
4. Reports/Legend Reports.....................................................................................................................................7
4.1. VSO #59871 File Library & User Defined Reports organisation .................................................................7
4.2. VSO #62171 New Reports File can be uploaded to Google Drive ..............................................................8
4.3. VSO #66223 Legend Reports Spreadsheet should support more Excel features and not paging (Legend
REPORTS) ................................................................................................................................................................9
5. Control Panel ......................................................................................................................................................9
5.1. VSO #62730 Disable Month in Hand when Price Type is Weekly ..............................................................9
6. Online Services ...................................................................................................................................................9
6.1. VSO #64547 Support for Verifone for stored cards and payment plans and refunds .............................10
6.2. VSO #66407 Selecting stored payment method for paying for a basket (Verifone) ................................10
7. Back Office Configuration .................................................................................................................................10
7.1. VSO #56702 Cancelling a Program in Back Office that was Bought with a Payment Plan .......................10
7.2. VSO #63134 Subsidy from Cancelled Course is Returned Pro Rata to Subsidy ........................................10
 7.3. VSO #61853 Changes to Payment Plan Template ....................................................................................11
8. Sports Courses ..................................................................................................................................................11
8.1. VSO #62311 Reserving resources in different clubs when configuring Programs ...................................11
9. Tasks & Customer Managment ........................................................................................................................11
9.1. VSO #40165 Customer Management to support Month(s) in Hand ........................................................11
9.2. VSO #43487 Customer Management Joining to support MCD ................................................................11
9.3. VSO #49809 Promo Codes in CM when changing membership and renewals ........................................12
9.4. VSO #57552 Email verification when adding a prospect ..........................................................................12
9.5. VSO #62310 Task view defaults to todays & previous tasks ....................................................................12
9.6. VSO #36630 Rescheduling Appointment Tasks ........................................................................................13
9.7. VSO #44195 Entering a reason when "Blow Out" in Customer Management .........................................13
10. Event Management ..........................................................................................................................................14
10.1. VSO #54498 online 'name' is hard coded for an event type ................................................................14
11. Performance and Interface Improvements ......................................................................................................14
11.1. VSO #58955 Back office "Feedback" buttons links to the Support Portal............................................14
12. Bug Fixes ...........................................................................................................................................................14

1. FRONT OF HOUSE

1.1. VSO #61821 MANDATORY EXTRAS IN FOH

Front of House will now support mandatory extras against sports courses. Mandatory extras against courses
will be marked with an asterisk to differentiate from optional extras. When cancelling, you have the option to
include mandatory extras in the refund process.

1.2. VSO #63393 PER SESSION EXTRAS IN FOH

Per session extras are now also supported through Front of House. Any extras that are set per session will be
indicated in brackets, ie Arm Bands (per session). If the item is selected, the quantity will show per session, so if
there are 10 sessions the quantity will automatically change to 10. This updates as the sessions pass, so
someone enrolling on the last 3 sessions will have the quantity of 3. Per session extras still apply per session
even if Whole Course enrolment is chosen.
 1.3. VSO #61823 CANCELLATION OF ITEMS WITH PER SESSION EXTRAS IN FOH

Per session extras can be refunded when cancelling courses/session. You have the choice of refunding a
monetary value or credit note with the full amount or prorate as per the usual refund process. You can also
choose no refund/credit note.

1.4. VSO #65388 AMENDMENTS TO FOH SPORTS COURSE RECEIPTS

Sports courses receipts will now have the information as follows;

All receipts display

 Course name
 Instructor
 Location
 Duration
 Pricing information
 Header & footer info
Whole Course & Remaining Sessions receipts display
 Course day/s
 Number of remaining sessions
  Date & time of next session
 Date & time of last session
Individual Sessions receipt displays
 Course day/s
 Date & time of each session booked
Continuous Courses receipt displays
 Course time
 Course day/s
 Sessions:
o Block = Date & time of each session booked is displayed
o Direct Debit = “ongoing from date & time of 1st session” is displayed

1.5. VSO #65768 IMPROVEMENTS TO STOCK SEARCH IN FOH

The “Add Stock” and “Set Warning Levels” options in Front of House have been modified to perform quicker.
The adding stock system has been changed to a grid system which allows you to add singular inventory items or
box quantities.

Here, as standard, you have the option to update the single amount of stock, or, if an item has a box configured
against it, the number of boxes you are updating the system with.

Both options now also include an advanced search option. To use the search, press the filter icon on the field
you would like to search, i.e. Inventory name or main category, press custom, and see you have the search
options as below.
Once you press OK, the items will be filtered as per your query.

2. BOOKINGS

2.1. VSO #62254 MUSCO LIGHTING INTEGRATION

The new tab 'External Information' has been added to the resource details section of physical resources in
Legend Bookings. This has 5 available text fields that can be updated with any information that can be relevant
to external integrations. This can also be exported/imported via resource export/import.

2.2. VSO #67775 MODIFY PROMPTS FOR COURSES IN FOH

In Front of House > Member Info > Sport Courses there is now a button for Booking Data which when selected
will show the field set options configured against the course the member is enrolled in.

If your user has the token SC_CAN_EDIT_BOOKING_DATA you will be able to edit the fields within booking data.
Once edited, an event will be created on the member account of 'Sports Course Booking Data Changed'
 3. MEMBERSHIP MANAGEMENT

3.1. VSO #65515 ALL CHANGES TO COMMUNICATIONS PERMISSIONS ARE AUDITED

All changes to a member's communication preferences are now audited within the database. The areas that
communication preferences can be changed and are audited are as follows:

 Membership Management
 Customer Management
 FOH (Quick Add)
 Online services
 API

Work has been scheduled for a future release to show the audited information within Membership
Management.

3.2. VSO #66430 LAPSING OR CANCELLING MEMBERSHIP LAPSES OR CANCELS DEPENDANT

SERVICES

If a member has a service on their membership, the service will now be lapsed with the membership if the lapse
date is before the end of the service. Upon selecting the termination wizard on the member, there is a now an
option to have the service terminated with the agreement if desired.

For a PIF service which has been paid for, users with the security token
MM_CAN_CREDIT_PIF_SERVICE_ON_CANCELATION are able to refund the amount left of the service which is
calculated with how far through the membership the member is at the time of cancellation and the cancellation
date.
 4. REPORTS/LEGEND REPORTS

4.1. VSO #59871 FILE LIBRARY & USER DEFINED REPORTS ORGANISATION

You can now associate a colour scheme to your file libraries, so they'll show differently when there are reports
waiting to be read and any that are outstanding.

To configure, navigate to the following location: File Libraries > Create

“Foreground” will change the colour of the font and “Background” will change the colour of the folder.

Click the check box and a HEX Code box will show. Click the Hex Code box and you will be given a colour selector.

You can edit the colours later if you require by navigating to File Libraries > File Library Name > Edit.
Examples

Reports Read

Reports Outstanding

The User Defined Reports groups can now be collapsed and expanded when necessary, by simply clicking the
arrow highlighted below.

4.2. VSO #62171 NEW REPORTS FILE CAN BE UPLOADED TO GOOGLE DRIVE

When a report is scheduled and generated you can now have the report automatically upload to your Google
Drive instead of being sent to an email address or stored in a file library.

To configure this, please contact the helpdesk.

 4.3. VSO #66223 LEGEND REPORTS SPREADSHEET SHOULD SUPPORT MORE EXCEL FEATURES
AND NOT PAGING (LEGEND REPORTS)

When the excel button in Legend reports is pressed, the Full Gears control replaces the cut down control,
allowing saving, printing and more advanced formatting amongst other processing.

5. CONTROL PANEL

5.1. VSO #62730 DISABLE MONTH IN HAND WHEN PRICE TYPE IS WEEKLY

If a Price type (Payment Cycle) is set as "Weekly" against an agreement, the Month in Hand option for that price
type is now automatically disabled (This is in the 'Terms' tab of an Agreement Price). Notice the option is greyed
out and you are unable to edit the number.

Note: For this to work, 'Months in Hand Processing' needs to be turned on in CP > Global Settings > Enterprise
Settings (Radio button in bottom right)

6. ONLINE SERVICES
 6.1. VSO #64547 SUPPORT FOR VERIFONE FOR STORED CARDS AND PAYMENT PLANS AND
REFUNDS

If you are a Verifone user, on the customer website we have added the ability to capture your card details for
use in basket purchases, and to pay for payment plans. Legend never receive or store the card details typed in,
only a token generated by Verifone. This token can then only be used for payments when the customer re-
presents their security code.

Please note that the Payment Options page is responsive and will require your theme to be so. Please contact
Legend Support to discuss your options.

6.2. VSO #66407 SELECTING STORED PAYMENT METHOD FOR PAYING FOR A BASKET
(VERIFONE)

When a member’s card details are captured, they can select to pay for basket using that card. At the Payment
Summary Page there will be a drop down where you can select the card you wish to use.

7. BACK OFFICE CONFIGURATION

7.1. VSO #56702 CANCELLING A PROGRAM IN BACK OFFICE THAT WAS BOUGHT WITH A
PAYMENT PLAN

It is now possible to see when a program has been purchased with a Payment Plan, cancel it and issue a refund.
The time for the next direct debit withdrawal is shown if it cannot be cancelled in time.
Payments are cancelled from the next payment date but the booking itself is cancelled immediately.

7.2. VSO #63134 SUBSIDY FROM CANCELLED COURSE IS RETURNED PRO RATA TO SUBSIDY

Subsidy payments made to a Program are now refunded pro rata if the Program is cancelled. The subsidy/credit
split is displayed clearly to staff and a cancellation email indicates subsidy returned to the member. Balance will
not be added back into the account if the subsidy has expired.
 7.3. VSO #61853 CHANGES TO PAYMENT PLAN TEMPLATE

When creating a Payment Plan template, the min and max offsets may now be set to zero. It will also default to
Active when saved.
Each item in the template will now show the percentage in the row listing them.

8. SPORTS COURSES

8.1. VSO #62311 RESERVING RESOURCES IN DIFFERENT CLUBS WHEN CONFIGURING

PROGRAMS

It is now possible to reserve a resource at another club when creating a Program. This can be done on the
template, when creating, editing and adding sessions.

When purchasing a program, it will state the location where the session is held if the address is populated on the
resource.

9. TASKS & CUSTOMER MANAGMENT

9.1. VSO #40165 CUSTOMER MANAGEMENT TO SUPPORT MONTH(S) IN HAND

Customer Management now supports Month(s) in Hand when joining a member. If you wish to enable Month(s)
in Hand please contact Legend Support and they can lend assistance.

9.2. VSO #43487 CUSTOMER MANAGEMENT JOINING TO SUPPORT MCD

If you have multiple collection dates configured, you can now select a collection date in Customer Management.

You will need the security token EDIT_MCD to change the collection date.

9.3. VSO #49809 PROMO CODES IN CM WHEN CHANGING MEMBERSHIP AND RENEWALS

Customer Management now supports promotional codes when a member changes or renew their membership.

9.4. VSO #57552 EMAIL VERIFICATION WHEN ADDING A PROSPECT

When creating a prospect and you enter an email address, you will be asked to enter the email address again to
confirm it is correct. If the email addresses do not match a warning is displayed and you will not be able to
proceed until it has been corrected.

Copy & paste into the confirmation text field has been disabled.

When editing a member, the confirmation text field will not show until the email address has changed.

Please contact Legend Support to enable the setting BackOfficeDoubleEntryEmailVerification for you as it is
turned off by default.

9.5. VSO #62310 TASK VIEW DEFAULTS TO TODAYS & PREVIOUS TASKS

The task view page now defaults to todays & previous tasks, so you can see all tasks to be completed today.

The fields will default to the following,

Field Defaults To
Tasks All
Location Current logged on users' location
Category All
Status Open
 On or after Left blank
Before Tomorrows date
Owner Current logged in user
Sort by Scheduled for

All the filters can be manually changed if required.

9.6. VSO #36630 RESCHEDULING APPOINTMENT TASKS

It is now possible to reschedule a task if it has not been completed on the day.

View the task and click the Reschedule button an example is shown below

Any child tasks are also rescheduled if not completed. Rescheduling is audited and recorded in in Back Office >
Audit > User

9.7. VSO #44195 ENTERING A REASON WHEN "BLOW OUT" IN CUSTOMER MANAGEMENT

When a prospect is marked as a "Blow Out" you will be able to select a reason. The original objections reasons
will be maintained (Control Panel > Data > Prospect > Objections).
Reports datasets have been amended to include the blow out reason.

10. EVENT MANAGEMENT

10.1. VSO #54498 ONLINE 'NAME' IS HARD CODED FOR AN EVENT TYPE

Event types can now be configured to have a field name for events that are created online.
When this is set the online users can't edit the name when booking or editing the event.

11. PERFORMANCE AND INTERFACE IMPROVEMENTS

11.1. VSO #58955 BACK OFFICE "FEEDBACK" BUTTONS LINKS TO THE SUPPORT PORTAL

When you click the 'Send Feedback' button in Back Office, a new tab now opens in your web browser and the
Support Portal page will load.

12. BUG FIXES

 VSO # 40174 CM takes remainder of balance on fees if promo code is not removed before agreement
start date is changed.
 VSO 65386 CMS - Online signup DOB box is not set to read only and users to access age restricted
agreements
 VSO 51785 Sports courses - Unenrolment problem #278618
 VSO #60305 QAI: Errors in recording sports hall booking in Universal Basket
 VSO 61481 No course booking found when moving on reenrolment
 VSO #65476 Members with a preferred LocaleLanguage can't login online (Member online services)
 VSO #Various Items Missing French translations
 VSO #50984 ClubName - Event Management Merge Field
 VSO #50986 CreatedByUserName - Event Management Merge Field
 VSO #59581 Event Management - Print PDF Summary requires SC_STARTUP security token
 VSO #63107 QAI: Resource Calendar day view merges sports courses
 VSO #63133 From Address settings in Events do not work. Appears to pull from enterprise config table
setting
 VSO #63631 Config against session to show or hide the end time in ticketing #291837
 VSO #66274 Event Management - Rentals do not allow 30min booking
 VSO #66716 Waiting List emails add location many times #297130
 VSO #67322 Rentals deposit written-off rather than reversed
 VSO #67323 Rentals deposit refunded without being paid
 VSO #67324 Rentals BillingPayment records are created with a NULL lgdBillingSourceTypeID
 VSO #65844 FOH - Divide by zero error when loading member into passport #313114
 VSO #67410 Rationalise Service Cancellation
 VSO #64832 Balance showing to 4 decimal places in Course details page in FOH
 VSO #65471 FOH - CC Mandates show as 'Direct Debit'
 VSO #66362 MM account search issues
 VSO #66382 FOH - Genders are hard coded and cannot be modified
 VSO #66897 Error when selecting MemberInfo in FOH
 VSO #51165 GLL Online booking - Incorrect Clubs Available
 VSO #58047 NET Tax not displayed in online signup
 VSO #64179 Adding a class to your basket from a waiting list looks up the incorrect class
 VSO #67308 Sports Courses - Email confirmation for Sports Courses duplicate data
 VSO #65737 Online Ticketing - Can't sell more than 9 tickets at a time
 VSO #65208 Backoffice Configuration - Unable to edit email templates if user does not have enterprise
access
 VSO #63024 Responsive CMS - Excluded/Inactive clubs are not filtered from online services
 VSO #48272 New basket does not populate OnlineTransactionID in OnlinePurchase table #270950
 VSO #68087 Configurable text request impact live performance
 VSO #67000 Changes to Self Service receipts
 VSO #64813 Email receipts do not display correctly on mobile
 VSO #56100 Online Signup - Members can sign up for a DD at any age
 VSO #58992 When Extending A Cont Sports Course it's not named correctly in Bookings
 VSO #65306 CMS - Online signup DOB box is not set to read only and users to access age restricted
agreements
 VSO #68569 Fraction of Pence PosDetail Selling Records Still Being Created