Features

Customer Portal: 'Action Required' section added to summary page for uploading attachments.

Within the Customer Portal, when a customer has a plan with a customer requirement that requires them to upload a document, a visible alert is now shown on the check in screen.

Tickets: Always show paging on tickets page.

The 'Tickets' list now displays page count for ease of navigation

Contracts: New pricing history grid added to view all pricing changes of any contract.

In Manage Menu > Contracts > Pricing History

View a generated grid of all pricing changes.

Contracts: New tab on Manage Contract to show promotion history within customer profile.

In Customer Profile > Contracts > Memberships > 'Expand membership type' > Promotions

View a list of previously redeemed promotions utilized by customer.

Email Automations: SendGrid templates can now be used for email body.

In Manage > Notifications > Manage Notifications > Email Automations (Tab) > + New Email Automations > Email Content (Tab) > Select 'Sendgrid Template' > Use Dropdown Menu to select Template

*Requires SendGrid integration

Custom Email Templates from SendGrid can now be used to populate email bodies within Email Notifications.

First, create Dynamic Template within SendGrid

• Once created, you can select that template to use on any email in Redpoint:
  • Manage > Notification > Email Automations
  • Manage > Notification > Template Emails
  • Manage > Plans > Customer Notifications > Custom Templates

In the Email Content Tab, Toggle on: Use SendGrid Template and find your dynamic templates by name

NOTE: All SendGrid templates must have {{enhanced_email_footer}} replacement field at bottom so the unsubscribe can be added. If not you get this error message:

Improvements

Check-in: When customer had multiple active contracts with requirements there could be extra warnings.

Staff will now be prompted with multiple alerts if multiple attached contracts require action.

Front Desk: Remove 'Quick Add' functionality from front desk inventory pane.

Added a permission check for 'Quick Add' Function in the Front Desk POS window (accessed when clicking the name of the product in the cart) to reduce chance for error during inventory management.

Also removed Quick Add from front desk inventory grid.