Professional Documents
Culture Documents
F RONT
OF
Date prepared:
Prepared by:
17/12/2014
Ashley Smith & James Watling
Release No:
Application Name:
1411
Legend Suite
H OUSE
1. Ref TFS #16027 On-screen keyboard in Enter Amount windows if Custom Client is using a Keyboard Wedge
When a Keyboard wedge scanner is configured in Custom Client users can now use their keyboard to type in to
Enter Amount windows; previously they would need to use the on-screen keyboard.
2. Ref TFS #16154 Performance improvement for member search
Performance has been improved, meaning that searching for members in Front of House will be significantly faster.
3. Ref TFS #16219 & #16220 Configure new tender types
Custom tender types for use in Front of House are now available. To add a tender open Control Panel >> Data >>
Inventory/POS >> Configure Tenders >> New and select a FOH Tender Type from the drop down. Available tender
type are: Gift, Invoice, Other, Other2, Other3, Other4, Other5, Cash2, Cash3, Cash4 and Cash5. Cash2-5 are the only
options which will display change in Front of House. Each option may only be used once.
4. Ref TFS #16578 - Statement Improvements
Improvements have been made to the statement, to prevent payments showing before debt - previously it was
possible for a payment to show before the debt, if the debt was created and paid off in the first 30 seconds of a
given minute.
5. Ref TM #159887 // TFS #16880 Booking Club text
When using the Change Booking Club function, users will see Booking For: club name at the bottom of the screen;
previously this would only read Location:
Users can be forced to enter characters of a certain format by setting a regular expression. Once Capture Notes is
enabled, the prompt below will appear whenever a user attempts to sell the item in Front of House. The user cannot
click OK and proceed if nothing has been entered in the Note field. Product notes can be seen on the Transaction
Detail report.
M EMBERSHIP M ANAGEMENT
1. Ref TM #149807 // TFS #16153 Bank Details screen
The Bank Details screens in the Renewal and Upgrade wizards have been moved to appear before the Save screen.
2. Ref TM #157055 // TFS #16412 Unable to link online if title exceeds 10 characters
Members with titles exceeding 10 characters in length will be able to link online. Howeve4r their title will be cut
down to ten letters
3. Ref TFS #16507 Security tokens for user configurable fields
UCF administrators are able to create security tokens within control panel.
5. Ref TFS #16594 Billing items invoiced showing incorrect date in statement
It was possible for debts to be created and then show the wrong year for billing. This has now been resolved.
6. Ref TFS #16685 Club Specific membership number with no prefix causes error
The New Member Wizard will no longer error if a club does not have a prefix set (Control Panel >> Club Settings >>
General) and Include Club Prefix and Separate Numbering is turned on (Control Panel >> Global Settings >> Wizards
(1)).
7. Ref TFS #16767 Employer name field increased to 50 characters
The Employer name field has been increased to allow 50 characters; previously it only allowed 35.
8. Ref TFS #16905 Allow renewal of non-active agreements
In Control Panel >> Agreement Management >> Agreement >> Pricing>> Price >> Scope there is now a setting called
Allow Renewal When Inactive. If checked, members already on that agreement price can renew to it again, even if
the agreement price is currently inactive. The price option will not be displayed to members renewing from different
agreements or in the upgrade wizard. This will only be available for in-club renewals.
9. Ref TFS #16917 Return agreement prices of less than 1 month in Upgrade wizard
Agreements that last longer than one day will be shown in the upgrade wizard; previously there was a one month
minimum length.
10. Ref TFS #17078 Mandatory Mobile Number in New Member Wizard
Mobile number can be made mandatory in the New Member Wizard by enabling the Mobile Phone is Mandatory
option (Control Panel >> Global Settings >> Wizards (2)).
11. Ref TM #159689 // TFS #16992 - Token modifications to disable bank validation
MM_VALIDATEBANK Will now allow bank details to not be validated
12. TFS #17175 All statement tab to show booking notes for invoiced lines
The all tab within the member statement will now show the billing notes.
13. TM #158905 // TFS #17669 Removal of bank details in Upgrade Wizard
Upgrading a member will now populate the bank details into the member wizard when they are valid (New, First
payment, Ongoing)
B OOKINGS
1. Ref TM #84210 & #94750 // TFS #13265 Cancellation period
The booking cancellation period can now be set to a specific number of hours ahead of an activity. This is done in
Bookings >> Resource Details >> Misc tab, as shown:
Users can configure a default time in Control Panel >> Club / Group / Global settings >> Bookings. The default time
can be applied to existing resources by click Update Resource in Club Settings >> Bookings.
2. Ref TFS #16884 Return only appropriate resource groups
If a resource group is not used by the club the resource group will no longer be shown on the left of the screen.
3. Ref TFS #17161 Booking Workspaces
Booking workspaces (shown just below the Today, Tomorrow etc. options in Bookings) are now configurable in
Control Panel >> Club Settings >> Booking Workspaces.
4. Ref TFS #16763 Prevent poor booking configuration
Users will now see warning messages when attempting to save a poorly configured resource, highlighting the area of
concern.
R EPORTS
1. Ref TFS #14693 New Report: Reenrolment Status
The Reenrolment Status report has been added to the Sports Courses folder (Standard >> Bookings). This report
provides details of all members who have been re-enrolled in the given range. The default columns for this report
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are Club Name, Old Course Discipline, Old Course Name, Old Course Level, New Course Discipline, New Course
Name, New Course Level, Old Course Start Date, New Course Start Date, Movement Plan, Course Move Status,
Course Move Booking Status, Move Notes, Course Price, Course Balance, Member No, First Name and Last Name.
2. Ref TFS #16155 New Reports: Booking Bans, Booking Strikes, and Booking Strike Summary
Three new reports have been added to the Booking Penalties folder (Standard >> Bookings). Access to this folder is
controlled by the new security token RP_CANVIEWBOOKINGPENALTIESFOLDER. This token will not be enabled by
default upon release.
Booking Bans lists all members with a ban in the given range. The report can be run for any range, and can be set
to include inactive as well as active bans. The default columns for this report are Club Name, Member No, First
Name, Last Name, Email Booking Penalty Name, Active Strikes to Ban Member, Banned From, Originally Banned To,
Banned To, Ban Active, Ban Overridden, Overridden By, Total Number of Bans, Number of Bans Overridden, and
Home Address.
Booking Strikes lists all members with a strike in the given range. The report can be run for any range, and can be
set to include inactive and overridden strikes as well as active strikes. Note that members will be listed once for each
strike they have against their account, so they may appear multiple times for multiple strikes. The default columns
for this report are Club Name, Member No, First Name, Last Name, Email, Strike Active From, Strike Active To, Strike
Configured Length, Strike Name, Strike Active, Strike Overridden, Overridden By, Strike Override Reason, Raised By,
Strike Source, and Strike Source Time.
Booking Strike Summary summarises all strikes against a member in the given range. This report can be run for any
range, and can be set to include members with inactive bans as well as active bans. The default columns for this
report are Club Name, Member No, First Name, Last Name, Email, Number of Active Strikes, Total Strikes, Number of
Strikes Overridden, Banned From, Originally Banned To, Banned To, Ban Active, Ban Overridden and Home Address.
3. Ref TFS #16156 New Report: Sports Hall Timetable Errors
The Sports Hall Timetable Errors report has been added to the Booking Configuration folder (Standard >> Bookings).
Access to this folder is controlled by the new security token RP_CANVIEWBOOKINGCONFIGURATTIONFOLDER. This
token will not be enabled by default upon release.
This report has been designed to identify bookings configuration which may cause the overnight run to fail. The
report will give the resource which is causing the failure and one of the three error reasons shown below:
The resources in this subtype have more than 1 duration between them. All resources in the same subtype
at the same club have to have the same duration
The resources in this subtype have more than 1 inventory item between them. All resources in the same
subtype at the same club have to use the same inventory item
The activity is linked to more than 1 item on the linkage tab. This is not allowed there needs to be 1 activity
and 1 subtype per linked resource
The default columns for this report are Error Date, Club Name, Resource, Inventory, Inventory Description, Resource
Duration, Subtype, Resource Last Edited, Resource Last Edited By, Error Reason, and Detail Message.
If your overnight run has failed Legend Support will contact you via a ticket.
4. Ref TFS #16157 New Report: Transaction Discounts
The Transaction Discounts report has been added to the POS discounts folder (Standard >> POS Reports). Access to
this folder is controlled by the new security token RP_CANVIEWPOSDISCOUNTSFOLDER. This token will not be
enabled by default upon release.
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This report details the discounts given against transactions in the specified range. The Discount column shows the
amount of money discounted by using the discount listed in Discount Name. The report can be set to run for specific
inventory items and discount types. The default columns for this report are Transaction Number, Sales Date, Sold At
Club, Discount, Discount Name, User Authorised By, User Authorised By Name, Transaction User, Transaction User
Name, Inventory, Inventory Description, Main Category, Sub Category, Member Number, First Name, Last Name,
and Email.
5. Ref TM #111387 // TFS #16217 Aged Debtors report to show linked and add-on members
The aged debtors report now shows linked and add-on members. Two new columns Has Links or Addons and
Addon and Linked members List have been added to the default columns.
6. Ref TFS #16221 New Report: Category Summary Additional Tenders
The Category Summary Additional Tenders report has been added to the POS Reports folder. This report works in
the same way as the Category Summary report, including any additional tenders that have been created (see item 3
in the Front of House section above) and set to be included in income reports (Control Panel >> Data >>
Inventory/POS >> Configure Tenders >> Select Tender >> Properties >> Is included in income reports).
If a tender has been created against Other but set the short name to Tender Branson, Tender Branson will be
the column name shown on the report, not Other.
7. Ref TM #156069 // TFS #16295 Sports Courses Online Debt Payments will not show in Income Journal
Online Sports courses income will not show in the income journal and income journal detail reports if it is not paid
off on the day that it is raised. Previously no online payments could be made on a different day to when the billing
was created; this report has been updated to cope with new Legend functionality.
8. Ref TFS #16574 Amendments to column names
The column names Text, Email, Phone and Mail in the Transaction Detail and Active Member reports have
been amended to Marketing by Text, Marketing by Phone etc. There are also new additional columns for 3 rd
party marketing; Marketing by Text 3rd Party, Marketing by Phone 3rd Party etc.
9. Ref TFS #16579 Payment Notes column added to Payment reports
A column for Payment Notes has been added to the MM Payments This Month, MM Payments This Week, MM
Payments Today, and MM Payments Yesterday reports. This column will show any notes that were added when the
payment was made.
10. Ref TFS #16580 & 16582l New Report: Inventory Audit
The Inventory Audit report has been added to the Configuration >> Inventory folder. This report logs any changes to
an inventory items:
Tax;
Selling Price;
Active/Inactive dates;
Selling Periods
Discount type
Selling Period
Automatic/Optional
Redemption scope
The default columns for this report are Inventory, Inventory Description, Change Process, Change Type, Value
Changed, Changed by User Name, Changed by Name, Change Date, Pre Change Value, Post Change Value and
Change Application.
11. Ref TFS #16906 New Report: Club Details report
The Club Details report has been added to the Club Details folder (Standard >> Configuration). Access to this folder is
controlled by the new security token RP_CANVIEWPOSDISCOUNTSFOLDER. This token will not be enabled by
default upon release.
This report provides the club IDs, location IDs and GUIDs. The default columns for this report are Club Name, Usage
Club ID, Main Location ID, Online Location ID, Location GUID, Region Name, Agreement Region Name, Inventory
Region Name, Club Email, Club Phone, Club Address (1-3).
12. Ref TFS #16907 Historical Category Summary sub category filter error
Errors will no longer occur when running the Historical Category Summary report (Standard >> POS Reports) with a
filter on the sub category.
13. Ref TFS #16918 Web Income Journal Rewrite
The Web Income Journal report (Financial Reports) has been rewritten to include bill payments and online ticketing
income.
14. Ref TFS #16919 Scheme Utilization Summary Report
The Scheme Utilization Summary report (Standard >> Bookings >> Course Reports) now includes a Course Status
filter in the Selection tab.
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C ONTROL P ANEL
1. Ref TFS #16212 New Security tokens
New security tokens have been added to control access to all areas of Control Panel. Please note that all the listed
tokens will be enabled for all security groups upon release.
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CP_ALLOWIMPORTSSIGNOFF - controls ability to access File >> Import >> Signoff Imports
CP_EDITAGREEMENTACCESS controls ability to access Data >> Agreement >> Agreement Access.
CP_EDITDATAPROTECTIONITEMS controls ability to access Data >> Member >> Data Protection Items
CP_EDITDEFAULTAGREEMENTPRICES controls ability to access Data >> Agreement >> Default Agreement
Prices
CP_EDITINVPOSCASHLIFTOVERRIDEREASONS - controls ability to access Data >> Inventory/POS >> Cash Lift
Override Reasons
CP_EDITINVPOSITEMTYPEDISCOUNTS - controls ability to access Data >> Inventory/POS >> Configure Item
Type Discounts
CP_EDITINVPOSSELLINGPERIODS - controls ability to access Data >> Inventory/POS >> Configure Selling
Periods
CP_EDITINVPOSSTOCKBOXSIZES - controls ability to access Data >> Inventory/POS >> Stock Box Sizes
CP_EDITINVPOSSUBCATEGORY - controls ability to access Data >> Inventory/POS >> Sub Category
(Reporting)
CP_EDITINVPOSTENDERTYPES - controls ability to access Data >> Inventory/POS >> Configure Tenders
CP_EDITMEDICALALLERGIES - controls ability to access Data >> Medical Information >> Medical Allergies
CP_EDITMEDICALCONDITIONS - controls ability to access Data >> Medical Information >> Medical
Conditions
CP_EDITMEDICALDISABILITIES - controls ability to access Data >> Medical Information >> Medical
Disabilities
CP_EDITMEDICALIMMUNISATIONS - controls ability to access Data >> Medical Information >> Medical
Immunisations
CP_EDITMEMBERELIGIBILTIES - controls ability to access Data >> Member >> Member Eligibilities
CP_EDITMEMBEREVENTS - controls ability to access Data >> Member >> Member Events
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CP_EDITMEMBERRECURRINGFEES - controls ability to access Data >> Member >> Member Recurring Fees
CP_EDITOWNUSERACCOUNT controls ability for the user to edit their own account in User Management
CP_EDITPAYMENTCALENDARS - controls ability to access Data >> Member >> Payment Calendars
CP_EDITPROSPECTACTIVITYSESSIONS - controls ability to access Data >> Prospect >> Activity Sessions
CP_EDITPROSPECTENQUIRYTYPES - controls ability to access Data >> Prospect >> Enquiry Types
CP_EDITPROSPECTHIDEFIELDS - controls ability to access Data >> Prospect >> Hide Fields
CP_EDITPROSPECTMANDATORYFIELDS - controls ability to access Data >> Prospect >> Mandatory Fields
CP_EDITPROSPECTSTATUS - controls ability to access Data >> Prospect >> Prospect Status
CP_EDITTERMINATIONREASONS - controls ability to access Data >> Member >> Termination Reasons
CP_EDITTICKETOVERRIDEREASONS - controls ability to access Data >> Ticket Price Override Reasons
CP_EDITUSERSCLUBACCESS controls ability to edit club access for any user in User Management
CP_EDITUSERSGROUPACCESS controls ability to edit group access for any user in User Management
CP_EDITUSERSUSERGROUPACCESS controls ability for the user to edit their own group access in User
Management
CP_EDITWAITINGLISTCOMMUNICATIONFLAGS - controls ability to access Data >> Member >> Waiting List
Communication Flags
CP_IMPORTEXPORTBOOKINGSTIMETABLE - controls ability to access both File >> Import >> Bookings
Timetable and File >> Export >> Bookings Timetable
CP_IMPORTEXPORTINVENTORYITEM controls ability to access both File >> Import >> Inventory Items and
File >> Export >> Inventory Items
CP_NEW_AGREEMENT controls ability to access File >> New >> New Agreement
CP_NEW_DOCUMENT controls ability to access File >> New >> New Merge Document
CP_NEW_INVENTORYITEM - controls ability to access File >> New >> New Inventory
CP_NEW_PAYMENTCALENDAR - controls ability to access File >> New >> New Payment Calendar
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CP_NEW_SECURITYTOKEN - controls ability to access the New Security Token screen through File >> New
>> New Security Token
CP_NEWSERVER - controls ability to access File >> New >> New Server
Contactable Online
3. Ref TFS #16247 Agreement Price Types can be available online and offline
The Agreement Price >> Scope tab now has separate options to allow agreements to be made available online,
offline or both, meaning the same agreement can now be sold in-house and online.
4. Ref TFS #16581 Bulk adding/removing users from a club
Users can now be added and removed from a club in bulk, through Control Panel >> Club Settings >> Staff. There are
three new buttons, Add Club To All Users, Add Club To Enterprise Users (which will grant access for every user who
has Enterprise Access ticked in User Management) and Remove Club From All Users. Access to these buttons is
controlled by the new security token CP_BULKCHANGEUSERCLUBASSIGNMENT. This token will not be enabled by
default on release.
5. Ref TFS #16808 Option to show and hide inactive users
A Show Inactive Users check box has been added to the Select User screen (which shows when clicking User
Management) allowing users to Show/Hide Inactive users.
6. Ref TFS #16908 Change icon for Inactive Prices and Discounts
The icon for inactive prices and discounts has been changed to include a small red cross.
A field for Club URL has been added to Club Settings >> General tab.
11. Ref TFS #16497 Enable or restrict inventory discounts by club or region
Optional and Automatic discounts can now be set to include or exclude members from a specific club or region.
12. Ref TFS #17089 Membership filtering
Users can now restrict agreements available within online joining; if an agreement requires a pool and the site has a
pool configured then the agreement will be available for that club.
Agreement restrictions are added by assigning the behaviours located within ACM, to get to the settings you need to
go to Configure behaviours > Generic Item properties > Agreement properties > Agreement restrictions.
Setting a club to require behaviours is within Control panel >> Club settings >> Online.
13. Ref TFS#17313 Allow enrolment fees for online upgrades/renewals to be set to 0
2 new setting in Global settings > Wizards (2) > Features Frame
Do not charge Enrolment fee on Renewal Online
Do not charge Enrolment fee on Upgrade Online
15. Ref TFS#17316 - Show users with access to a group and bulk add/remove those users
In the group settings there is now a tab to show all users who have that group selected.
P RICE M ANAGEMENT
1. Ref TM #161857 // TFS #17575 Ordering of regions and clubs alphabetical
In price management in the various trees and club/group drop downs there was no ordering applied and so it could
be difficult to find the correct clubs/groups.
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F EE C OLLECTION
1. Ref TFS #18094 Representation Discard Workflow
When representing a collection, once you have clicked to represent it, you are committed to completing that
collection. The ability to discard a representation has therefore been removed to avoid the possibility of user error.
ACM
1. Ref TFS #16633 Fast Track display changes
The buttons for Add Fast Access Allocation and Edit Fast Access Allocation have been moved to the bottom of the
screen. It is also no longer possible to double click an item and change the Active and Inactive dates, as this did not
alter the dates until the user edited the item using the Edit Fast Access Allocation button.
2. Ref TFS #16883 Kiosk redemption scope
Within fast access configuration a new option has been added that, when set, allows only members who have a
home club below the location specified (e.g. in the same region or from a specific club) will be shown this fast access
option.
O NLINE S ERVICES
1. Ref TFS #12506 Court selection in online bookings
Members are now able to select a specific court to book.
2. Ref TFS #14624 Club finder by postcode error
Club Finder by postcode will now return results correctly.
3. TFS #14756 CMS Authentication timeouts do not redirect pages
Authentication timeouts in CMS now correctly redirect.
4. Ref TFS #15325 Online bills paid by another member display in statement
If a member pays the debt of another member then the My Bills option will indicate:
The text on the Renewal Summary page has been changed from Monthly for X months or for Y months to
Monthly until DD/MM/YYYY or Prepaid until DD/MM/YYYY as appropriate.
6. Ref TFS #16685 Club Specific membership number with no prefix causes error
Previously if a club did not have a prefix set (Control Panel >> Club Settings >> General) and Include Club Prefix and
Separate Numbering was turned on (Control Panel >> Global Settings >> Wizards (1)) online sign up could fail. This
has now been resolved.
7. Ref TM #158769 // TFS # 16777 My Bills online payments incorrect for part paid debt
My Bills will now display the outstanding balance for debts, rather than the original amount, to prevent
overpayment of part paid debt.
8. Ref TM #159888 // TFS #16881 Members with court debt prevented from booking online
If Legend is configured to prevent bookings for members with debt, members with debt for cancelled sports hall
bookings will be prevented from booking online.
9. Ref TFS #16910 Online Purchase process improvements
Changes have been made to improve its reliability and performance online purchase process.
10. Ref TFS #141375 - Cancellations outside cancellation period not charged if space is resold
An Enterprise setting in control panel has been added which has changed the cancellation charge process. If a slot is
resold then the member will not be charged.
If, after a cancellation if the space is taken up by another booker the canceller is not charged a cancellation fee. If
the booking is for a court, then the first booking releases my charge
If the booking is for a class, the charge is only released if the class was full when I cancelled. If the class fills up later I
am still charged
If there are several cancellations and bookings in a class then, the first booking will refund the first cancellation in
time order.
When a booking is cancelled in FOH or Bookings the current functionality is that the operator is told there 'has' been
a charge. If the overnight option is turned on.
11. Ref TFS #17463 Booking horizon incorrect for next day online
The logic for the online booking horizon is now correct, previously 0 and 1 selected today 2 would select today
tomorrow and the following day.
12. Ref TFS #16451 Online Class descriptions not appearing
An issue has been fixed which prevented online class descriptions from appearing.
13. Ref TFS#16993 Display MyWellness activities in legend Online
If you have your MyWellness token you have the option to view your MyWellness activities within legend online
services.
14. Ref TFS#16439 Next 7 days online includes today, therefore it is only the next 6 days
This will now show the next 7 days.
15. TFS#17307 Online Member Services, Fee Breakdown
Fee breakdown remained visible after selecting another club (when the membership is unselect) this has now been
resolved
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I NVOICING
1. Ref TM #146757 // TFS #16441 Archived Invoicing Customers still returned in search
Customers with a status of Archived will no longer be returned in search results.
2. Ref TFS #17442 Inactive users shown as unknown
The details of inactive users, including usernames, will still be shown against relevant invoices.
3. Ref TFS#17411 Bulk invoice payment tender method
Tender displayed for bulk payment now displays correctly.
LEMS
1. Ref TFS #14788 Email validation warning not clear
When confirming a LEMS booking the user will be a warned if there is an issue with an email address.
O NLINE T ICKETING
1. Ref TFS #17437 Activities longer than 50 characters
Activity names can now be longer than fifty characters without crashing Front of House.
S PORTS C OURSES
1. Ref TFS #11996 Send Feedback in Back Office
The Send Feedback option now works appropriately.
2. Ref TFS #14012 At Location: Exception when alternating between Passed and Failed for competencies
Previously, when an attendee was selected in At Location and the user alternately clicked between the Passed and
Failed options multiple times an error would occur. This has now been corrected.
3. Ref TFS #15610 Quick search: Contacts with no address are not returned
When searching for contacts using the Quick Search option on the left hand side of Back Office, any members
without an address will now be shown in the search results.
4. Ref TFS #15712 Error on Re-Enrolment
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O THER
1. Ref TM #122381 // TFS #16360 Mobile Number field
Users can be forced to enter phone numbers in a specific format. The format is set in Control Panel >> Global
Settings >> Wizards (3) >> Phone number format:
This will accept 5 numbers, a space, 3 numbers, a space and 3 numbers or 4 numbers, a space, 3 numbers, a space
and 4 number. For example 01904 529 575 or 0161 123 1234 would be accepted. Optional brackets are also allowed
round the phone number so (01904) 529 575 and (0161) 123 123 would be valid.
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