1902 Release Notes

Date Prepared: 12/03/2019

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front of House ....................................................................................................................................................2
1.1. VSO #83538 Allow a service to be cancelled and subsequently updated to an earlier cancellation date if
required ..................................................................................................................................................................2
1.2. VSO #83924 Invoicing - Automated Invoice Emailing From FoH #235794 .................................................3
2. Membership Management.................................................................................................................................3
2.1. VSO #83926 Search results can be configured to respect user access at club and group levels #RFC 134
4
2.2. VSO #83411 Allow Manual Charges to have Club Selected .......................................................................4
3. Web Reports .......................................................................................................................................................4
3.1. VSO #83462 Improve Target Graphic Displays With Shading ....................................................................4
3.2. VSO #83314 REST API Upload .....................................................................................................................4
3.3. VSO #83153 Hide Dashboards/Reports Rather Than Deleting...................................................................6
3.4. VSO #80406 GDPR: UserAccessHistory - User Deletion .............................................................................6
3.5. VSO #80402 GDPR: UserAccessHistory - Report Writer .............................................................................6
3.6. VSO #80401 GDPR: UserAccessHistory - Record Datasets Used ................................................................6
3.7. VSO #80400 GDPR: UserAccessHistory - Object Deletion ..........................................................................6
3.8. VSO #80409 GDPR: UserAccessHistory - File Library Items ........................................................................6
3.9. VSO #80403 GDPR: UserAccessHistory - Dashboard/Target Drilldowns....................................................6
3.10. VSO #80407 GDPR: UserAccessHistory - Dashboard Item Exports ........................................................7
3.11. VSO #80405 GDPR: UserAccessHistory - Add Scheduled Reports ..........................................................7
4. Control Panel ......................................................................................................................................................7
4.1. VSO #70331 Bulk Pricing and Discounts Support Location Groups ............................................................7
5. Online Services ...................................................................................................................................................7
5.1. VSO #79150 Responsive Bookings improvements .....................................................................................7
5.2. VSO #76462 Applying Bookability rules to online Sports Courses .............................................................8
6. Invoicing..............................................................................................................................................................8
6.1. VSO #83332 New Statement Merge Token ................................................................................................8
6.2. VSO #80945 Cancellation of Block Booking Session Updates Related Invoice...........................................8
7. Back Office Configuration ...................................................................................................................................9
7.1. VSO #79657- Configure Cancellation Reasons ...........................................................................................9
8. Customer Communications ..............................................................................................................................10
8.1. VSO #81807 Cancellation warning when backing out of creating or editing a campaign ........................10
8.2. VSO #79919 duplicate contact warning ...................................................................................................10
9. Event Management ..........................................................................................................................................10
VSO #79902 RENTALS CANCELLATION REASON ...................................................................................................10
VSO #71984 Email Version ...................................................................................................................................11
10. Sports Courses ..................................................................................................................................................13
10.1. VSO #79942- Sports Courses Cancellation in BO has Cancellation Reasons ........................................13
10.2. VSO #60940 Joining and paying for a session after it's started in Back Office .....................................13
10.3. VSO #82448 Position on Programs Waitlist..........................................................................................14
11. Tasks & Customer Management ......................................................................................................................14
11.1. VSO #73090 Triggering a cancellation request from Contact Search in Back Office............................14
11.2. VSO #81057 Member Name is displayed during member freeze ........................................................14
11.3. VSO #72180 Show catch up schemes in BO .........................................................................................15
12. Performance and Interface Improvements ......................................................................................................15
12.1. VSO #79779/79781 Rentals performance improvements ...................................................................15
13. Bug Fixes ...........................................................................................................................................................15

1. FRONT OF HOUSE

1.1. VSO #83538 ALLOW A SERVICE TO BE CANCELLED AND SUBSEQUENTLY UPDATED TO AN

EARLIER CANCELLATION DATE IF REQUIRED

This uses the existing cancellation functionality, however now allows a future cancelled service to be
subsequently updated to reflect an earlier cancellation date if required.
 1.2. VSO #83924 INVOICING - AUTOMATED INVOICE EMAILING FROM FOH #235794

When a customer has a billing item against their account in FOH, in Member Info > Billing > Billings select the
item and tick invoice. You will see two new options ‘Email to Customer’ and ‘Template’. Both fields pull through
from invoicing. The ‘Email to Customer’ field will only be ticked if the customer has this option ticked as a
communication preference in Legend Invoicing. This field does not pull through from any other field within
Legend.

2. MEMBERSHIP MANAGEMENT
 2.1. VSO #83926 SEARCH RESULTS CAN BE CONFIGURED TO RESPECT USER ACCESS AT CLUB
AND GROUP LEVELS #RFC 134

The Member Search functionality can now be enabled/disabled at club and region level. Locations are Control
Panel > Regional Settings > Group Details and Control Panel > Club Settings > Club Policy

2.2. VSO #83411 ALLOW MANUAL CHARGES TO HAVE CLUB SELECTED

When raising charges in Membership Management, it is now possible to select a club to raise charges against
using the security token MM_CHARGE_ALLOW_SELECT_CLUB.
If this security token is not selected for your user group, your workstation club will be used by default, and the
option to select a club will not be presented to you.

3. WEB REPORTS

3.1. VSO #83462 IMPROVE TARGET GRAPHIC DISPLAYS WITH SHADING

When creating a dashboard, there have been improvements to displays when using the “Target Time Group”
and “Target Progress Time Graph” options.

3.2. VSO #83314 REST API UPLOAD

It is now possible to upload data to a REST API:

 Setup > Upload Targets

 Create a new upload target of type "Http Endpoint"
 Fill in the "Location" field
 Under "Parameters" add the parameters of your choosing
 Select “Save”
 3.3. VSO #83153 HIDE DASHBOARDS/REPORTS RATHER THAN DELETING

When Dashboards and User Defined Reports are deleted in the User interface, there is still a log kept of the
reports in the Database.

If you need to see this log, then please contact Legend Support.

3.4. VSO #80406 GDPR: USERACCESSHISTORY - USER DELETION

When a user is deleted from Web Reports, there will still be a record of the User in the Database.

If you need to see this log, then please contact Legend Support.

3.5. VSO #80402 GDPR: USERACCESSHISTORY - REPORT WRITER

Whenever “Report Writer” is used within Web reports, it is now logged in the Database so that the information
can be accessed later.

If you require this information, please contact Legend Support.

3.6. VSO #80401 GDPR: USERACCESSHISTORY - RECORD DATASETS USED

Whenever a Report or Dashboard is run, the Datasets used will be recorded in the Database.

If you require this information, please contact Legend Support.

3.7. VSO #80400 GDPR: USERACCESSHISTORY - OBJECT DELETION

Previously, when a report or dashboard is deleted the associated history was deleted in the Database. This has
now changed, and the database will store the information even when the associated object is deleted.

If you require this information, please contact Legend Support.

3.8. VSO #80409 GDPR: USERACCESSHISTORY - FILE LIBRARY ITEMS

Whenever a File Library item is accessed in Web Reports it will be recorded in the Database.

If you require this information, then please contact Legend Support.

3.9. VSO #80403 GDPR: USERACCESSHISTORY - DASHBOARD/TARGET DRILLDOWNS

When you drill down into either a Dashboard or a Target this will be recorded in the Database.
If you require this information, then please contact Legend Support.

3.10. VSO #80407 GDPR: USERACCESSHISTORY - DASHBOARD ITEM EXPORTS

When a dashboard item is exported from Web Reports, this is recorded in the Database.

3.11. VSO #80405 GDPR: USERACCESSHISTORY - ADD SCHEDULED REPORTS

Whenever a scheduled report runs it will be logged in the Database.

4. CONTROL PANEL

4.1. VSO #70331 BULK PRICING AND DISCOUNTS SUPPORT LOCATION GROUPS

Bulk Inventory Pricing and Bulk Inventory Discount now support location groups in the same way as Inventory
Pricing and Discounts. This can be accessed via Control Panel -> Data -> Inventory/POS -> Mass Add (Inventory
Price/Discounts).

5. ONLINE SERVICES

5.1. VSO #79150 RESPONSIVE BOOKINGS IMPROVEMENTS

Improvements have been made to the responsive online bookings page, and they are as follows.

Once a booking has been selected the member now has the following options;
 Close
 Add and book another
 Add and continue to basket
Viewing Timetable
 More characters of the class name are displayed.
 The class tile takes up less vertical space.

5.2. VSO #76462 APPLYING BOOKABILITY RULES TO ONLINE SPORTS COURSES

Bookability Rules now apply when purchasing Sports Courses online. Please note that when enabling the
Bookability Rules in Control Panel > Data > Bookings > Setup Advanced Booking Notice Periods visibility in Online
Services and enrolment in Back Office are not respected currently and will be available in a future release. The
booking rules will apply when moving members.

6. INVOICING

6.1. VSO #83332 NEW STATEMENT MERGE TOKEN

“Original Invoice Amount” has now been included as a merge token that can be added to a customer’s
statement.

6.2. VSO #80945 CANCELLATION OF BLOCK BOOKING SESSION UPDATES RELATED INVOICE

You will now be able to amend an invoice for a block booking if one of those sessions is cancelled. To do this,
you will need to contact Legend Support and ask to enable the setting:
“AutoAdjustInvoiceOnBookingCancellation”.
  When cancelling a session from a block booking you will be able to choose;
o To cancel the session and amend the associated invoice by the session amount.
o To cancel the session without amending the associated invoice.
 The invoice total is amended by the amount of the cancelled session.
 The desired invoice template can be selected by you.
 The amended invoice is generated automatically by Invoice Management.

7. BACK OFFICE CONFIGURATION

7.1. VSO #79657- CONFIGURE CANCELLATION REASONS

Reasons for Cancellations of Enrolments or Withdrawal from Camps and Courses can now be configured in
Legend Back Office.

To configure the Cancellation Reasons feature the Security Token 'BO_CAN_UPDATE_CANCELLATION_REASONS'

needs to be assigned to a users Security Group.

Open Legend Back Office >> Configuration >> Cancellation >> Cancellation Reasons.

Select 'Add New' and enter a 'Name' and 'Description' and select the ‘Assigned Applications’ for the reason.

The Assignable Applications are:

 Event Withdraw
 Sports Course Withdraw
 Internal Sports Course Cancel
 Client Facing Sports Course Cancel

Select Save and see the new Cancellation Reason is now read only.

Once created the Cancellation Reason can be modified by selecting the 'Edit' action.
 8. CUSTOMER COMMUNICATIONS

8.1. VSO #81807 CANCELLATION WARNING WHEN BACKING OUT OF CREATING OR EDITING
A CAMPAIGN

When a user selects Cancel when creating or editing a campaign the following warning is now displayed

This will stop a user losing their changes accidentally.

8.2. VSO #79919 DUPLICATE CONTACT WARNING

Customer communications gives an improved warning when you have duplicate email addresses when doing a
run.
The message reads ‘Multiple contacts found for this email address’.

9. EVENT MANAGEMENT

VSO #79902 RENTALS CANCELLATION REASON

You can now record the reasons for the Cancellation of Events and Schedules in Event Management. To turn on
this feature the configuration setting 'Toggle Event Cancellation Reasons' must be set to ‘Enabled’. This can be
found in Legend Back Office >> Configuration >> Event Management >> Settings and is editable when the
security token EM_CAN_TOGGLE_CANCELLATION_REASONS' is applied to a users security group.

Note: This setting is Disabled by Default.

When this setting is enabled users will be prompted to select a Cancellation Reason when Cancelling an Event or
Schedule. This is also applied to Bulk Cancellations of Events.

The Cancellation Reasons displayed are those configured to include the Assigned Application ‘Event’.

VSO #71984 EMAIL VERSION

It is now possible to email Contract Versions to the Main Contact of a Schedule. This can be actioned from
‘Create Contract Version’ by selecting the ‘Email to Main Contact’ Checkbox.

For existing Contracts selecting Actions >> Email on the ‘Contract Versions’ page will send a copy of the existing
contract.
These options are only available when the Main Contact has an email address configured. If the email is not
configured for the main contact this checkbox is disabled.

Additional text can be added to the email when it is created using the ‘+Create New Contract Version’ action. To
do this select the ‘Add message to email’ checkbox which is displayed when ‘Email to main contact’ has been
checked. Sending an ‘Additional message’ when the user has the
EM_CAN_ADD_CONTRACT_VERSION_EMAIL_MESSAGE security token. If a user selects the checkbox and does
not have this token a user with the token can override on behalf of the user by entering their Username and
Password.

When checked the ‘Additional message’ field is available with a max character limit of 2500. The text is added to
the email using {{CustomMessage}} field configured in Back Office>>General Settings>> Email Template and
Selecting the ‘EventManagement Email’ option from the Category dropdown and editing the
‘EventManagementContractVersionEmail’ file.

Example:

Dear {{FirstName}} {{LastName}}

Please find attached your contract version {{VersionName}} created on {{Helper-shortDate

VersionCreatedDate}}.

{{CustomMessage}}
 10. SPORTS COURSES

10.1. VSO #79942- SPORTS COURSES CANCELLATION IN BO HAS CANCELLATION REASONS

You can now record the reasons for the Withdrawal of Sports Courses. To use this feature the configuration
setting 'Toggle Course Cancellation Reasons' must be set to ‘Enabled’. This can be found in Legend Back Office
>> Configuration >> Sports Courses >> Settings and is editable when the security token
'SC_CAN_TOGGLE_CANCELLATION_REASONS' is applied to a users security group.

Note: This setting is Disabled by Default.

When this setting is enabled users will be required to select a Cancellation Reason when Withdrawing a Sports
Course.

Image TBC

The Cancellation Reasons displayed are those configured to include the Assigned Application ‘Program
Cancellation’.

10.2. VSO #60940 JOINING AND PAYING FOR A SESSION AFTER IT'S STARTED IN BACK OFFICE

If a user has the security token SC_CAN_ENROL_LATE they will be able to join a member from the previous
session in Back Office but they can only join from the previous session, e.g. if a course is on session 3/8 then a
user can join a member from session 2/8.
The new option will show in Back Office when you enrol a member.

10.3. VSO #82448 POSITION ON PROGRAMS WAITLIST

Members will be able to see the position they are in on the waiting list when registering for a sports course
online.
 The information shows in the Course Details page
 This only applies to courses with specific waiting lists

11. TASKS & CUSTOMER MANAGEMENT

11.1. VSO #73090 TRIGGERING A CANCELLATION REQUEST FROM CONTACT SEARCH IN BACK
OFFICE

If you have the Security token CM_CANCEL_MEMBER then you are able to cancel them rather than requesting a
cancellation. If you do not have the token then you can trigger a cancellation request when using the member
search function.

11.2. VSO #81057 MEMBER NAME IS DISPLAYED DURING MEMBER FREEZE

When freezing a member their name will be displayed under the Agreements tab to make it easier to identify a
member instead of just displaying the member number.

11.3. VSO #72180 SHOW CATCH UP SCHEMES IN BO

Catch up schemes that are applied to members are now visible when you view a member in Back Office.

12. PERFORMANCE AND INTERFACE IMPROVEMENTS

12.1. VSO #79779/79781 RENTALS PERFORMANCE IMPROVEMENTS

Performance improvements have been made to Bulk Copy and Creating Schedules in Event Management.

13. BUG FIXES

 VSO #63385 BCC for online services can't be removed

 VSO #77670 Fieldset questions over 40 characters are cut off in FoH
 VSO #76051 Bulk log clear balance error
 VSO #81617 MM bank account name validation
 VSO #82661 Error message when trying to save Global Settings if Accounting Journal has blank fields
 VSO #81894 CMS - Multiple accounts can be linked to the same email
 VSO #83887 Unable to cancel events in bulk
 VSO #83888 CM does not respect Regex help text
 VSO #46788 Support re-enrolment and paying for enrolment in Universal Basket
 VSO #79792 API Contacts/Tasks - The ‘OwnerID’ is not set on dbo.Contact when posting a contact task.
 VSO #79850 CPA Transit Codes not being accepted in Customer Management
 VSO #81660 3rd Party communication preferences do not show in CM
 VSO #81886 Sports Courses discipline configuration doesn’t show in IE 11
 VSO #83367 Sports Course next block capacity check issue
 VSO #83978 No way to back out of editing a task type
 VSO #83977 Note Is Publicly Visible stays enabled when making multiple Schedules
 VSO #81953 Export Grouped Time Graph: Stack
 VSO #81954 Export Grouped Time Graph: Order
 VSO #84047 Customer Comms - Unsubscribing from Email or SMS updates the wrong field
 VSO #79070 Technogym change to get UserIDs from MyWellness
 VSO #80942 Cancel Changes button in Cancellation Rules does not stand out/consistent with the rest of
BO
 VSO #81407 FOH - Online ticketing types are not displayed in alphabetical order
 VSO #80227 Incorrect Spelling of resource in CP_CAN_UPDATE_RESOURCE_CUTOFF_TIME tokens
description
 VSO #83479 Provisional camp bookings not clearing after 30 minutes
 VSO #77802 Back Office - Sports course 'Quick Search' does not filter by selected location #340872
 VSO #81010 Bulk Edit change button stays active when all actions are "Skip"
 VSO #64549 When max age is lower than max age on the course template it doesn't warn you until you
create a course