Features
Charts: Added “Tickets Received” chart
View > Charting
Improvements
Tickets: Anonymous Tickets
When tickets are submitted anonymously with just an email address, a customer record is attempted to be assigned using the following heuristics: single matching customer, matching profile email, single matching adult, single matching contract holder.
Tickets: Incoming Tickets Customer Matching
Be smarter about matching customer records in case of multiple customers matching incoming email address. Heuristics in the event of multiple customer matches: single matching customer, matching profile email, single matching adult, single matching contract holder.
Customer Transfers: Improve ability to transfer customers of declined cards
Previously a $0 auth was performed for stored payment transfers, but that meant declining cards failed to transfer, which prevented customers from being transferred. Changed so only ‘invalid token’ messages prevent the transfer.
Update to the payment method transfers. When transferring a customer, a $0 authorization was performed which prevented declined cards from transferring. Now declined cards can still be transferred and only those with invalid tokens will be blocked.
Implemented following logic:
- One matching email, use that customer
- Duplicate emails, but one matching profile use that customer
- Duplicate emails, but one adult use that customer
- Duplicate emails, but one active contract holder, use that customer
Fixes
Products: Transferring Inactive Products
Warn if transferring products that are inactive at target facility
Previously, transferring a product to a facility where that product is inactive would “hide” the inventory in the inactive product. The system now warns if you are transferring into a gym where the same product is inactive.
Products: Transferring Possible Negative Quantity Products
Warn if transferring products would result in negative quantity at source facility
Warning if a transfer will result in a negative quantity in the transfer out facility. Still lets you proceed but warns first.
Notifications: Skipped emails no longer go out during daily maintenance
Previously if staff skipped a freeze or terminate notification on an enrollment, it would still go out as part of daily maintenance. Now if they skip it, it will also NOT go out as part of DM later that night.
Skips only the email that was skipped. For example, if you skip a Future Terminate Requested email when adding a terminate status in the future to a customer, the Terminate Effective email will still send (as that is a separate email notification than the one skipped).