Features

Customers: Added 'Last Visit Date' as a column in customer grid and to customer header within customer profile.

Charts: Added a Promotion Label filtering to 'Product Revenue' and 'Product Quantity' charts.

In View Menu > Redpoint Insights 'Charting' (Tab) > Products (Dropdown) > Revenue/Quantity > Promotion Label

Customer Portal: Schedule future thaw date from customer portal.

Allows customers to alter their membership plan via the customer portal for membership 'Thaw.' (Resume recurring billing following a Freeze).

Ticket: Manage notification emails when 'Contact Us' form is received.

Generate custom automatic email responses when a ticket is received via the 'Contact Us' button.

In Manage Menu > Notifications > Manage Notifications 'Templates' (Tab) > Tickets (Dropdown) > 'Contact Us' Ticket Received

Default facility settings will set Master Toggle for Ticket Notifications to 'ON'

In Manage Menu > Notifications > Manage Notifications 'Settings' (Tab) > Select Facility (Dropdown) > Ticket Notifications for 'Contact Us'

Chartings/Sales Grid: New 'Promotion' filter now available in Revenue charts and in the Sales grid for Product reporting/charting.

In Products Module > Manage Products 'Sales/Cost Grid > Filter > Promotions

Notifications: Add customization of gift card certificate.

Add customized or default email notifications when a gift card is purchased.

In Manage Menu > Notifications > Manage Notifications 'Templates' (Tab) > Gift Card Certificate (Dropdown) > Email

Reporting: 'Plan Enrollment Count' report now has promotion grouping. 

New Report Grouping for listing active Promotions within 'Plan Enrollment Counts' report. Filter by: Plans, Plans and Promotions, or only Promotions.

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

QuickBooks Online: Redpoint HQ now integrates with QuickBooks Online (QBO), with supported online transfers.

In Manage Menu > Organization & Facility Settings > Integrations (Dropdown) > QuickBooks Online

Once integrated, a new Tab will appear in View > Accounting > Accounting 'QuickBooks Online Transfer' (Tab)

Fixes

Payment Methods: Prevent transfer of stored payment methods while pending token migration.

Disallows transferring stored payment methods between customer profiles during the token migration process.

Contracts: Show all enrollment types (including active and non-active) in 'To Enrollment Type' and 'From Enrollment Type' lists when making Bulk Changes to Enrollment Type.

All enrollment types not populate the dropdown list when making bulk changes, when previously only active enrollment types would appear.

In Manage Menu > Contracts > Manage Contracts 'Bulk Recurring Changes' (Tab) > Enrollment Type Changes (Tab) > Enrollment Selector

Customer Portal: Any contract with a start date in the future threw an error on the CPX.

Resolved an issue that arose when attempting to manipulate any contracts with a future start date from the customer portal.