Features
Customer Portal: Online payments can now be accepted for customers located outside of the United States.
Contracts: The Customer Portal now enforces minimum contract length requirements when members attempt to submit a termination request.
Minimum contract length for online terminations can be defined in Termination Terms of Plan settings:
Invoices: Invoice notes can now optionally be made public on customer-facing receipts, printed invoices, emailed invoices, and on the Customer Portal.
An invoice note can be made public by adding a '+' before any note on that invoice.
In Any Customer Record > Invoices > Public Note
This note can now be viewed publicly from the Customer Portal:
This not can also be viewed in emailed invoices:
Invoices: Invoices and receipts now support tax-inclusive pricing, providing a clearer experience for customers where tax is included in the charged price.
Reports: The Key Memberships Report now include additional filters for Active, Frozen, and Dues statuses for more precise reporting.
In Insights Menu > Reports > Redpoint Insights 'Reports' (tab) > Standard Reports (Tab) > Metrics (Dropdown) > Key Memberships Report
Reports: The Plan Enrollment Counts Report now include additional filters for Enrollment Type, making it easier to analyze participation across different plans.
In Insights Menu > Reports > Redpoint Insights 'Reports' (Tab) > Standard Reports (Tab) > Metrics (Dropdown) > Plan Enrollment Counts Report
Plans: Added a new section to Termination Terms, allowing facilities to enforce termination restrictions when staff use the terminate button in a contract. Staff with the 'Manual Status Change' permission can override these restrictions when necessary.
Customer Portal: Customers on plans with Custom Dues can now submit termination requests directly through the customer portal.
Customers: International customer phone numbers are now properly formatted according to localization settings.
Fixes
Staff: Staff grid now correctly displays and applies active/inactive status filters.
Customers: Resolved an issue where the 'Exclude from Manual Billing' permission was incorrectly required when creating a new customer record.
Customers: Resolved an issue where creating new customers incorrectly required the 'Exclude from Manual Billing' permission.
Contracts: Resolved an issue in the Bulk Pricing Updater where moving a contract from Custom Dues to Plan Pricing could leave the contract in an inconsistent state.
Storefronts: Resolved an issue where storefront descriptions were not correctly displaying in the Storefronts grid.
Storefronts: Custom URL identifiers now automatically replace spaces with dashes when saved.
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