Features

Charts: Added note to 'Charting' clarifying that charts are generated by invoice date.

In View Menu > Redpoint Insights 'Charting' (Tab)

Billing: Added a new filter to Dues Posting & Billing to filter by Customer Segment in billing window.

In View Menu > Dues Posting & Billing > Filter > 'Limit to customer segment' (Dropdown)

Allows for easily adding dues (such as late fees) for a specific customer segment.

Segments: Added a form of Customer Activity when making a Customer Segment: 'Notes' condition.

In Manage Menu > Customer Segments & Requirements > Create New Customer Segment > Builder > Add Condition > Customer Activity (Tab) > 'Notes'

Allows for Customer Segment to include 'Notes' as search criteria.

Search within Notes' content for specific words. Filter by 'Contains,' 'Equals the following,' or 'Starts with the following.'

Course Email: Added 'Toggle All' option when selecting email recepients.

In Calendar Module > Select a Course > Send Course Email

Added a toggle checkbox allowing the option to Deselect and Reselect all email recipients.

Customer Segments: Optional ‘Group’ can be assigned for added ease of organization.

In Manage Menu > Customer Segments & Requirements > Create New Customer Segment > Group

When managing Customer segments, an optional Group can now be assigned for additional organization and specificity when creating and utilizing segments.

Groups will appear in [Bracketed] labels for ease of identification.

Improvements

Cart: Disallow cross-facility returns through the cart.

Ensures accurate accounting when issuing refunds in a multi-gym environment. Prevent partial refunds from going into another gym's cart.

Line item returns/partial refunds cannot be done from a remote location.  These refunds must be done in the facility where the invoice originated. Go to the invoice, and return by line item using the arrow to the left of the line item and return via the cart.

For full invoice returns, when an invoice is one of many paid by a single payment (ie, when a billing pays for multiple invoices at once).  Then returning one of those invoices must be done in the facility where the invoice originated.  Go to the invoice, Return invoice, and select Return in Cart.

Reports: Plan Enrollment Count report columns could be shifted.

Fixed alignment of Plan Enrollment Count results.

In View Menu > Charting > Redpoint Insights 'Reporting' (Tab) > Standard Reports (Tab) > Metrics (Dropdown) > Plan Enrollment Types

Calendar: Prevent 'Complete Booking' when tokens are involved in the transaction.

When tokens are in use, 'Complete Booking' button is now disabled for $0 transactions.  Transactions involving amenity tokens must go through the cart.

Fixes

Credit Card Processing: Error messages are now “Credit card processor says..” instead of “Gateway says…”

On the customer portal, when a customer adds a credit card as a payment method, a $0 authorization is done and their card company either returns a successful authorization OR the card declines (or other error occurs). 

This error was previously shown as a 'Gateway error.." but has been renamed to say "Credit Card Processor says..." to more clearly convey that the issue is with the credit card.  The customer must contact their card company if they feel they reach this in error.

Course Emails: Exclude draft contracts.

In Calendar Module > Select a Program > Send Course Email

Now correctly excludes program emails from draft contracts (Contracts 'In Progress' from customer carts or Kiosk transactions that have not been tendered) when emailing from course.