Links Modular Solutions Release Notes Version 2019.2 ... Version 2019.2 Release 03 Prepared by: Paul

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  • Version 2019.2 Release 03

    Prepared by:

    Paul Mustchin – Business Analyst

    April 2019

    Links Modular Solutions

    Release Notes

  • Table of Contents

    Admin Changes ............................................................................................................................................. 3

    Ability to configure email server details per Location instead of per Database .......................... 3

    Ability to set Return/Refund as a Security Group permission ............................................................ 4

    Classes Changes ............................................................................................................................................ 5

    Ability to Change a Student Booking Cease Date ............................................................................. 5

    Ability to set Part-Day Public Holidays (US Clients Only) ................................................................... 14

    Allow a Student Booking with an Outstanding Balance to be moved ......................................... 15

    Calculate and Display the Student Bookings Make-Up Balance................................................... 15

    Highlight Customer Account or Membership Outstanding Balance for a Family ...................... 19

    Deny Access to a Student when their Family has a Customer Account Balance ..................... 20

    Integrated Payments – LinksGateway Changes ................................................................................... 22

    Allow Customer Accounts to be debited ........................................................................................... 22

    Mark transactions as ‘Rejected’ if Debitsuccess returns ‘Duplicate External Ref Error’ ............. 22

    More clarity in highlighting the debit run ............................................................................................ 23

    Show Transaction Reference on the Integrated Payments Manager Reports ........................... 23

    Share Debitsuccess Account for multiple Links Accounts (US Clients Only) ................................ 26

    Handle Debitsuccess New Schedule Payment Stopped ................................................................ 27

    Easier Identification of Instant Rejections from Debitsuccess ......................................................... 28

    Integrations - Data Analytics Changes ................................................................................................... 28

    Links to DataHub Integration ................................................................................................................. 28

    LinksCore ....................................................................................................................................................... 28

    New Custom Database View - Get all Members who have accessed a Facility ...................... 28

    New Custom Database View - Students who have Moved Class Bookings ................................ 28

    Hide the Left Hand Toolbar by Default ................................................................................................ 28

    Remove support for SQL SERVER 2008 and 2008R2 ........................................................................... 29

    Members Changes ...................................................................................................................................... 30

    Highlight Customer Account or Family Account Outstanding Balance for a Member ............ 30

    Deny access to a Member if they have a Customer Account Balance ...................................... 30

    Reporting Changes ..................................................................................................................................... 31

    Student Tenure Reporting – Time in Classes ........................................................................................ 31

    Add Student Booking Reference to the Export Family Details by Student Reports .................... 33

  • Admin Changes

    Ability to configure email server details per Location instead of per Database

    Each Location is now able to set their own email server Settings, instead of being limited to one

    email server for all Locations. This allows each Location to specify their own reply-to address to

    directly manage emails related to their Location, rather than all reply emails going to a

    common email box.

    To configure, open screen: Admin > Site > Setup Email

    The Setup Email screen allows you to individually or bulk set email server details for each

    Location:

  • Ability to set Return/Refund as a Security Group permission

    The Permission to allow POS Return/Refund transactions is now configurable in Admin Security

    Groups. This permission used to be configured in the POS Setup screen and this was set per

    machine. By moving this permission to Security Groups, the permissions are set based on who

    is logged in rather that what machine is being used.

  • Classes Changes

    Ability to Change a Student Booking Cease Date

    Class Booking Cancellations are now more flexible.

    A cancellation can now be reversed so it is no longer cancelled, without having to create a

    new booking. This can be useful if the Student decides to continue their lessons. The cease

    date of a cancelled booking can now be moved earlier to reduce the number of remaining

    lessons.

    The cease date can also be moved forward so you can add more lessons before the

    cancellation takes effect. The Student wants to have more lessons before stopping, for

    example, to complete the level once the assessment is passed.

    You can also move a booking to another day or time whilst maintaining the correct number of

    remaining lessons.

    Note that these changes are available to Term and Perpetual Classes, but not for Squads,

    Holiday Programs, or Trial Bookings.

    Specify a cease date when creating a new booking - Perpetual Booking

    This is where the Student knows how many lessons they will take when creating the booking.

    When creating a new perpetual booking, you can specify the last lesson date in the ‘To’ field

    of the Booking Details section. The date needs to be on the same day of the week as the first

    lesson. The No. of lessons field will automatically calculate to show how many lessons will be

    booked.

  • Specify a cease date when creating a new booking - Term Booking

    When creating a new term booking, the last lesson date of the term is shown in the ‘To’ field of

    the Booking Details section. The date can then be changed to a date on the same day of

    week as the first lesson.

    The date cannot be later than the end of term. The No. of lessons field will automatically

    calculate to show how many lessons are booked.

    Changes to the booking cancellation screen

    The ‘Cancellation’ button on the Family screen has been renamed to ‘Manage

    cancellation’. This reflects the change in features from not only being able to cancel a

    booking but now also able to change (or manage) the cancellation.

  • Click the Manage cancellation button and a new screen is displayed. Enter the new cease

    date, adjustment reason, and click OK.

    The Lessons field (defaults to 0) is calculated only when you are changing the cease date of

    an already cancelled booking, so in this case it is 0 or NA.

    The Clear button will clear the cease date (used when the booking is being un-cancelled).

    After clicking OK, the Cancel Student Bookings screen is displayed. The cease date entered

    on the previous screen is shown in the Last date the student will attend field. You can proceed

    to cancel the booking as per usual.

  • Move the cease date of an already cancelled booking

    For a cancelled booking where the cease date is in the future, the cease date can be

    changed using the Manage cancellation function.

    When reducing the number of lessons (cease date is earlier), the booking will be re-

    cancelled. When adding more lessons, a new booking will be created for the extra lessons.

    Click the Manage cancellation button. The current cease date is shown in the cease date

    field:

  • Reduce number of Lessons

    Moving the cease date 1 week earlier, the Lessons is now -1:

    Enter an adjustment reason and click OK, the Cancel Student Bookings screen

    displays. Cancel the booking as per usual.

  • Increase number of Lessons

    Moving the cease date 2 weeks later, the Lessons is now 2:

    Enter an adjustment reason and click OK, the Create New Booking screen displays.

    The ‘From’ and ‘To’ dates will cover the extra 2 lessons that the Student wants.

  • After completing the new booking, the Student will now have 2 bookings, one that ends on

    31/01, and one that starts on 7/11 for 2 lessons only.

    Uncanceling a Previously Cancelled Booking

    Select a booking, and click Manage cancellation: