Features

Customers: Enhanced security measures for transferring stored payment methods between customer records.

The system will now trigger alerts when transferring payment methods if:

• The account has an active recurring contract.
• There is an outstanding balance on the profile.

Users will need override permissions to bypass these checks.

Enrollment Segments: Add query condition within Enrollment Segments for 'Contract Promotion existence/expiration'.

Query through Enrollment Segments if a Contract has an active or expired Promotion attached.

In Manage Menu > Customer Segments & Requirements > Customer Segments 'Enrollment Segments' (Tab) > + Add/Edit Enrollment Segment (Button) > Builder (Tab) > + Add Condition (Button) > Contract (Tab) > Contract Promotions

Currency: Added Canadian Dollars (CAD) currency option to Global Settings.

Reports: New Accounting Report added for 'Gift Cards - Balances As Of Date'.

Report and View remaining balance of outstanding Gift Card Balances as of a certain date.

In View Menu > Reporting > Redpoint Insights 'Reporting' (Tab) > Standard Reports (Tab) > Accounting (Dropdown) > Gift Cards - Balances As Of Date

Fixes

Plans: Resolved an issue where invalid plan configurations could prevent the calendar from loading, causing a system error.

Contracts: Fixed an issue where enrollment type had to be active on a plan to allow bulk transfers.

Contracts: Posting Dues Row detail from 'Dues Posting & Billing Errors (Tab)' sometimes returned a service notice.

In View Menu > Dues Posting & Billing > Dues Posting & Billing 'Dues Posting & Billing Errors' (Tab)

Customers: Properly assign toggle value from 'Plan Question set to update an attribute' to customer attribute.

Fixed an issue that would not display correct value from Plan Question in profile summary.

Customer Portal: When opening a document, the document image did not consistently load at the top of the page.

Customer Portal: Hide waiver video instructional text when viewing on smaller devices, eliminating issues with text overlaying on top of video.