Quality Products,
Excellent Service,
Reasonable Prices

Sales New Features

Sales New Features

Click here to see bug fixes

Version
Program/Option
Description
10.7.1
Adjustments
Added Sort Order to Adjustments. (51816)
10.7.1
Adjustments
Allow Adjustments in Cart Amount to be changed and add Max Cart Amount to Auto Adjustments. (50126)
10.7.1
End of Shift
Created a separate payment for each Vold, Return and Refunds in End of Shift. (51601)
10.7.1
Members
Added Organization Type and Primary Member to Advanced Search. (52108)
10.7.1
Members
Removed required Old Password when staff is changing a password for a member. (47967)
10.7.1
Membership
Changed to a date range instead of number of times when Holding a Membership. (46193)
10.7.1
MemberUX
Added columns and filters to improve the functionality of the Activity Screen on MemberUX. (48864)
10.7.1
MemberUX
Added Statement Billing as an option in Method of Payment Screen in MemberUX and allow transfer of Pending Transactions. (48490)
10.7.1
Messages
Added Begin and End Date to Messages. (52032)
10.7.1
Messages
Added Security Level to Message Types. (51536)
10.7.1
Payment Merchants
Added an Option in Setting to have multiple merchants. (48985)
10.7.1
Payment Returns
Added more variables to Notifications for Payment Returns. (51057)
10.7.1
Product Type
Restricted Recurring Billing date by Week of Month. (50869)
10.7.1
Relationship Type
Added Sort to Relationship Types. (52017)
10.7.1
Sales
Added a Promo Code option for Staff and Members. (51484)
10.7.1
Sales
Added user friendly error message when deadlock occurs. (49728).
10.7.1
System
Added to System Options under Member to include Salutation, Middle Name, Suffix and Nickname. (51992)
10.7.1
System
Added default Activity Time Frame. (50879)
10.7.1
System
Added an email to SGA when System Settings have been changed. (46112)
10.6.31
Make Payment Screen
Defaulted Transactions to All in Make Payment Screen. (51265)
10.6.29
Activities
Added a Sort on Member Name to the Family Activities Screen. (50875)
10.6.29
Adjustments
Added Duration to Adjustment Option and made it mandatory. (49964)
10.6.29
Check In
Check In Screen was changed to make a request to the local host for turnstiles..
10.6.29
Members
Added error message to show potential duplcates when adding a new member. (48485)
10.6.29
MemberUX
Displayed a Warning Message when removing a Payment Plan in MemberUX. (50874)
10.6.29
Payment Plan
Displayed Payment Plan dates on MemberUX Order Summary. (47251)
10.6.29
Sales
Added Payment ID Field to Receipts. (50791)
10.6.28
Sales
Changed the Next Sales Date to Next Billing Date for clarification. (49292)
10.6.23
End of Shift
Added an option for staff to print their End of Shift for Payment Batches. (44295)
10.6.16
Member
Improved load time of member-specific screens and Make Payment Screen. (50456)
10.6.16
Members
Added Filters Product ID range Unit ID range and 3rd Party on Activity and Transaction Screens. (50474)
10.6.16
Members
Added Active Override on Member Profile Status options. (50658)
10.6.16
MemberUX
Added an Other Amount option on the Make Payment Screen when applying a credit. (50468)
10.6.13
Billing Statements
Filters and Format changes for creating Statement Billing. (44813)
10.6.13
Billing Statements
Added the ability to get and print statements without leaving the member. (45188)
10.6.13
Member
Display Years and Months in Age on Member Profile. (47250)
10.6.13
MemberUX
Improved Make Payment Screen for Members so that the proper credits and payments are applied. (49142)
10.6.13
MemberUX
When adding a Method of Payment in the cart it now returns you back to the cart instead of Method of Payment Screen. (50017)
10.6.13
MemberUX
Added Payment History Options for Members on MemberUX. (46611)
10.6.13
Method of Payment
Added Statement Billing to Method of Payment Screen. (49483)
10.6.13
Payment Plan
Added validation to ensure it does not create an out of balance condition. (50217)
10.6.13
Payments
Added Filters and Sorting options on Make Payment Screen. (50220)
10.6.13
Product Unit
Removed the restrictions on Unit GL setup. (50399)
10.6.13
Sales
When selling Products made search faster when searching Membership eligibility. (47927)
10.6.9
Messages
Added a Display During option to Message Browse View. (46849)
10.6.9
Payment Batches
Added a Detail view to edit payment batches entries. (38808)
10.6.9
Payment Batches
Change End of Shift Defaul to All. (47916)
10.6.9
Payments
Adding a detailed Payment View with many filters. (38878)
10.6.9
Transactions
Added a field for Registration ID in G/L Transaction View. (49044)
10.6.9
Transactions
Hid G/L Transaction link for staff who do not have permission to view. (49428)
10.6.3
Sales
Added comment columns to G/L Account Transaction Screen. (45197)
10.6.1
Activities
When Displaying All Members with this Activity on the Family Activity Screen included a column for Organization Name. (49004)
10.6.1
Adjustments
Added Begin/End Dates, and Expiration time frame to manual adjustments. (48450)
10.6.1
Adjustments
Added a drop down for Duration which then displayed Date Range, Umlimited and Number of Times. (48496)
10.6.1
Billing
Switched to Version 2 of JetDirect to avoid duplicate entries. (44543)
10.6.1
Check In
Added Column ID for each field in Misc. Form in National Membership Reciprocity. (48372)
10.6.1
Miscellaneous Forms
Validated addresses used in Miscellaneous Forms. (45962)
10.6.1
Payments
Added Record Member ID to Jet Pay to be used in Jet Pay Reporting. (48257)
10.6.1
Payments
Added a Payments View option for Family. (47415)
10.6.1
Sales
Added a Mass Selection from the Activity Screen. (47309)
10.6.1
Sales
Added the option for Mass Adjustment to the Change Multiple option. (47268)
10.6.1
Sales
Added Mass Change of Days to the Change Multiple option in the Family Activities Screen. (47267) (
10.6.1
Sales
Added Mass Cancellations to Change Multiple Option from the Family Activites Screen. (47266)
10.6.1
Staff Options
Added a Change Password Option for Staff Security. (46685)
10.5.11
Sales
Added the ability to use percentage adjustments in the cart and the Member AR Transaction screen. (46328)
10.5.11
Sales
Default to All Dates when displaying transaction for a specific activity. (48504)
10.5.11
Sales
Removed required length in months on membership to allow more flexibility in entering end dates. (48439)
10.5.11
Transactions
Added logic to Recurring Billing to determine next cycle. (48386)
10.5.11
Wait List
Add a few features to Wait List which allows you to see and work with Family Activities on the same screen. (48300)
10.5.10
Sales
Added Date Range on Timeframe as an option for Family Activies, Transactions and G/L Transactions. (47279)
10.5.10
Sales
Member Profile discrepancy when selecting a Family IDs. Adding a Edit Site Menu Default. (47944)
10.5.10
Sales
Added Member ID to Recent Members List. (48166)
10.5.9
MemberUX
Added the ability to add a checking account on the MemberUX. (46976)
10.5.9
Messages
Added the ability to apply an expiration date to Messages. (46847)
10.5.9
Sales
Added comments to display on Payment Transactions. (41965)
10.5.9
Sales
Added Members address on Transactions. (44922)
10.5.8
Members
Added an email link on Members Profile. (47242)
10.5.8
Members
Changed sort order on Third Party Make Payment Screen , Last Name, First Name to be consistent with all Clients. (46841)
10.5.8
Payments
Removed a VOID option if they payment was ACH or EFT. (38904)
10.5.8
Settings
Added Terms and Condition options to ACH. (47077)
10.5.4
MemberUX
Rounded corners on Thumbnail in MemberUX so they don't look nicer and not so square. (47526)
10.5.4
Settings
Added a Search by Nickname. (46851)
10.5.4
Settings
Improving the look of the Payment Plan Screen when you delete a payment. (47032)
10.5.4
System
Changed sort order on Family Activity Screen , Last Name, First Name to be consistent with all Clients. (46959)
10.5.3
Method of Payments
In the Method of Payment Screen when adding an account, default the checkbox to be unchecked under Terms and Conditions. (46774)
10.5.3
Products
When in Recurring Billing View, Method of Payments should only display those that are active. (46883)
10.5.1
Member UX
MemberUX now shows draft dates and amount due. (44629)
10.5.1
Member UX
You can now select Access History in MemberUX. (44757)
10.5.1
Member UX
Members have the option to see and Edit their Miscellaneous Forms on MemberUX. (44758)
10.5.1
Member UX
When entering your Birth Date to register on the Member UX an error message would prompt. (45131)
10.5.1
Member UX
If no address was defined on MemberUX an error message would prompt. (45171)
10.5.1
Member UX
Added an Option to Edit and View your Miscellaneous Forms on MemberUX. (45997)
10.5.1
Member UX
Miscellaneous Forms were only displaying if they had Required Fields. You can now see all forms attached. (45998)
10.5.1
Member UX
Changed to recalculate correctly when using adjustments in Payment Plans on the Check Out Screen. (45998)
10.5.1
Member UX
Added some changes to the checkout screen to make Change Button links and not to display Billing Address if nothing is defined. ( 46004)
10.5.1
Member UX
MemberUX allowed alphanumeric in zip when not selecting USA. (46591)
10.5.1
Member UX
Added Page Content Areas on Cart and Checkout in MemberUX. (46674)
10.5.1
Members
Add date range to member messages. (41508)
10.5.1
Payments
Added to the Process Payments Due Log Total Attempted and Payments. (44551)
10.5.1
Payments
Process Payments now shows parameters selected. (44726)
10.5.1
Payments
While in the cart do not allow a negative down payment. (44801)
10.5.1
Payments
Cart was not using billable members primary email address. (46350)
10.5.1
Programs
If Price in Program Offerings is blank it now defaults as Varies if Variable in not No. (44442)
10.5.1
Reporting
Fixed the Scroll Bar so it appears regardless of your screen setting in MS Reporting services. (45862)
10.5.1
Reporting
Change Grant Reporting to reflect changes in Grant Accounts that automatically adds zeros in PCS when not keyed. ( 45680)
10.5.1
Sales
Added the ability to see all Transactions for a Product Type from the Activity Screen. (44005)
10.5.1
Sales
Remove the link to click on the Third Party MemberID on the Family Activity Screen for the Third Party. (45931, 44432)
10.5.1
Sales
In Payment Returns, add option for number of credit card attempts. (46225)
10.5.1
Sales
Removed the Dialog Box on MemberUX when selecting a Payment Plan. It now redirects you back to the cart automatically. (45435)
10.5.1
Sales
If you enter a Nickname for a member, it prompts when you use Check In. (45450)
10.5.1
Sales
Added a Print function to the GL Account Transactions Screen. (45533
10.5.1
Sales
When using Auto-Adjustments removed the option to Apply to Family as it does not work. (46001)
10.5.1
Sales
Do not allow the next bill date to be manually changed to a date that is on or before any sales already created. (46000)
10.5.1
Settings
Made an option for All in Misc. Information Product Types. (44115)
10.5.1
Settings
Added All Product Types when adding new Cancellation Reasons. (44602)
10.5.1
Settings
Changed Override Registration Dates to Override Period Dates on Step 6 of Program Offerings. (45607)
10.5.1
Settings
When creating a Relationship when selecting a Relationship Type before hitting Add, it was not keeping your selection on the next screen. (46359)
10.5.1
Settings
We now display a Message when Emailing a receipt to a Member from the Cart. (46427)
10.5.1
Settings
Selling an Expired or Cancelled Member the Same Membership Type came up as new and not Renew and also did not give you the billing frequency options. (46645)
10.5.1
Settings
Added Unit ID, Year and Period to Sub-Products in Step 5 of Offerings. (43686)
10.5.1
Settings
In Sub-Products added a checkbox to determine if defaulted and allow mandatory to be different for member versus staff. (46691)
10.5.1
System
When in Member Search the system would freeze and spin if an invalid character was entered in the name fields. (46123)
10.5.1
System
Added the version of software to site headers on Staff site. (46723)
10.5.1
Transactions
When cancelling a product have 3 options: All, From (cancel date) forward. If One Time Fee omit the From option. (44804)
10.5.1
Transactions
Current due on Activity Screen now reflects the whole family not just the family member have selected. (44913)
10.4.38
Credit Cards
Added a new message prompting you when you add an invalid account. (46267)
10.4.38
Void
Do not allow a Void on an EFT Payment. (44832)
10.4.36
Payment Method
Change message to say Deleted instead of Suspended when the payment method is both deleted and suspended. (46284)
10.4.35
Sales
Cancellation Fee in Sub-Table did not work and only allowed an amount not a percentage. (45923)
10.4.34
Misc. Forms
Expanded the Text Option character length to allow amply space for wording. (45897)
10.4.27
System Options
Added an order for members names. Last/first name, first name/last name. (45153)
10.4.23
Payment Returns
Change code in comment to be Jet Pays code instead of SGA. (44905)
10.4.22
Sales
Defaulted Member A/R Transactions to show all family members. (44740)
10.4.21
Payment Plan
When creating a Payment Plan if Begin Date is Blank make the date to be a year from today. (44642)
10.4.21
Payment Plan
When product type date was set to No Change it does not let you finalize purchase. (44363)
10.4.20
Sales
When Creating Recurring Sales & Process Payments, send an email notification if error occurs. (43977)
10.4.19
Payments
Added an option to not Process Payments dates past today. (44519)
10.4.18
Sales
Added an option to Edit Payment Plans. (44466)
10.4.12
Sales
Added the original members name to Third Party Transaction for Receipts. (43992)
10.4.10
Sales
When making a manual adjustment on a Recurring Billing we changed the default to Number and if selected you must add a number of times apply for each payment. (44200)
10.4.9
Sales
Do not let payment plan exceed the bill date. (43845)
10.4.8
Sales
Allow return charges to apply to more than one branch. (44196)
10.4.4
Offerings
Replaced Age Filter with a Birth Date Filter. (43882)
10.4.3
MemberUX
Redirect back to products when joining or creating an account in MembeUX. (42273)
10.4.3
Sales
Sub-Products now allow Payment Plans. (44109)
10.4.1
Check In
Allow for restriction of Access Branches and Access Points. and include Edit and Delete function. (42084)
10.4.1
Check In
Happy Birthday message prompts when it is members birthday and they check in. (43916)
10.4.1
Check In
Added an Active Membership column to checkin search screen. (42062)
10.4.1
Member Access
When in Member Access searching by relationship we added the member's name to the return. (38742)
10.4.1
Members
A Join Date now appears on the Member 's Profile and it allows you to change the date if needed. (40461)
10.4.1
Members
Added a confirmation prompt before you can delete a member's photo. (44203)
10.4.1
Members
Moved member's picture to the right in search screen. (43570)
10.4.1
Membership
Added an auto-cancel option to memberships so when they expire it marks them as cancelled. (43701)
10.4.1
MemberUX
Added the ability to see the adjustment descriptions in the Cart in MemberUX. (43368)
10.4.1
MemberUX
Added Payment Plan option to MemberUX (44278)
10.4.1
MemberUX
Added an Option in System for no robots. (41632)
10.4.1
MemberUX
Added an Option in System for no robots. (41632)
10.4.1
Payments
Allow filter to process payments by MemberID. (42198)
10.4.1
Payments
Added the ability for credit cards and ACH for 3rd Party. (41858)
10.4.1
Products
Recalculated adjustments in cart when a Misc. Form fields or Relationship were linked to an auto adjustment. (43824)
10.4.1
Products
Added 2 new sorts to Members Activity Screen. (43936)
10.4.1
Products
Adding the ability to receive notfications when a member register for a Product in Product Offerings. (42271)
10.4.1
Reporting
Created Relationship Reports by Count and in Detail. (41357)
10.4.1
Reporting
Created 3 Misc. Info Reports by Type and Details. ( 44080)
10.4.1
Reporting
Created new report for Total Enrollment for Progams or Product Types. (44259)
10.4.1
Reporting
Created Termination Report by Product Type. (43835)
10.4.1
Reporting
Created a Payment Method Summary Report. (45568)
10.4.1
Reporting
Created a Report with a Fit Start default filter. (43619)
10.4.1
Reporting
Created a Promotions Report with branch. (44153)
10.4.1
Reporting
Added sort to all headings in EFT To Be Paid Report. (44240)
10.4.1
Reporting
Created a Receivables Aging Report. (44423)
10.4.1
Reporting
Created a Payment Return Report. (44537)
10.4.1
Reporting
Created a Active Membership Count by Price Type. (43848)
10.4.1
Reporting
Created Membership Product Adjustment Report. (43986)
10.4.1
Reporting
Created a Campaign Summary Report (44004)
10.4.1
Reporting
Added allow all branches to REturned Payment Branch Charges. (44196)
10.4.1
Reporting
Added transaction date filter to Camp Doc Report. (43817)
10.4.1
Reporting
Added two Campaign Reports. One detail by member and the other summary amounts by branch. (43367 & (43439)
10.4.1
Reporting
Added a new report under Rosters call Members by Frequency. (43308)
10.4.1
Reporting
Created New Membership Report that give you most recent Join Date option. (43486)
10.4.1
Reporting
Added an option in Rosters to only show credit balances. (44367)
10.4.1
Reporting
Added a report so you see members who participated in programs before you go live. (40960)
10.4.1
Reporting
Added Override Name to Program Offering Reports. (43285)
10.4.1
Reporting
You can now Print Billing Statements and View Statements in the new Billing Reports. (43975)
10.4.1
Reporting
Added a Payment Returns Report in the Reporting System. (43315)
10.4.1
Reporting
Added a new SignIn/Sign Out report. (44229)
10.4.1
Reports
Made all reports to filter like Rosters. (41315)
10.4.1
Sales
When selling a Product with a Group Option you now can change or edit that group after it has been purchased. (41833)
10.4.1
Sales
Login Level has been change so who can browse and sign up for programs are now separated. (41819)
10.4.1
Sales
Added payment plan for subproducts. (44109)
10.4.1
Sales
Added options All Day and Vary to Times in Product Offerings. (43553)
10.4.1
Sales
Added Comments to Invoices on manual adjustments instead of transaction code. (44066)
10.4.1
Sales
Replace Age filter with a Birth Date filter in Offerings. (43882)
10.4.1
Sales
For third party receipts we added the original members name. (43992)
10.4.1
Sales
When applying a manual adjustment default to a number of times instead of unlimited forcing staff to add a number to this field. (44200)
10.4.1
Sales
Allowed option to select and display pricing in Offering screens. (41357)
10.4.1
Sales
Recalculated Recurring Sales that are a percentage. (43334)
10.4.1
Sales
Added a Reciprocity link to open in a new tab. (44007)
10.4.1
Sales
Added a option to edit Payment Plans for Recurring Sales. (44466)
10.4.1
Sales
Separated permissions for Voiding and Returning a payment. (43579)
10.4.1
Sales
Change registration dates to always be the offering dates when using Sub-Products. (43836)
10.4.1
Sales
Create a message so that Payment Plan not to exceed the end bill date of a Product. (43845)
10.4.1
Sales
Payment Plans can now be edited or changed as long as it equals the balance. (43946)
10.4.1
Sales
Display Age next to birth date in Product Offering for members. (42210)
10.4.1
Sales
Added the word Wait List next to classes that were full so members and staff can see it before selecting the product. (41971)
10.4.1
Sales
Added first Recurring Payment Date on MemberUX. (44134)
10.4.1
Sales
Formatted the Misc. Forms so they sort and print correctly. (44221)
10.4.1
Settings
Allow more than one, third party. (40790)
10.4.1
Settings
Added Audit to Product Adjustments. (40791)
10.4.1
Settings
Added Logic in Member Search to more efficiently search members by last name. Also added search options in System Settings (34113)
10.4.1
Settings
Change Product Periods to have a default end date of 12/31/9999. (43841)
10.4.1
Settings
In System Options there is a setting that allows you to add a heading as Dear Member to Receipts, Bills and Invoices. (43938)
10.4.1
Settings
Staff are hidden from seeing Terms and Conditions for Credit Cards and Bank Accounts. (44068)
10.4.1
Settings
Added Holidays to attached to products or Product Types so that the fee for that day or days are eliminated from billing. (41759)
10.4.1
Settings
Added to the Required Certain Products functionality in Access Points to include both and, and or products. (43301)
10.4.1
Settings
Added an option in Product Branch to select unattending specific days. (41677)
10.4.1
System
Allow permissions for MemberUX like who can login, who can register, who can add family members. (43534)
10.4.1
System
In System Settings under Sales a new option was added to allow you to select a sort for Product Offerings. (41749)
10.4.1
System
Added a Saved Searches in Producg Offering Table Files. (41002)
10.4.1
System
Added the ability when printing invoices to fit into envelopes. (41334)
10.4.1
Transactions
Displayed reference number for checks and last 4 digits of credit cards in transaction screens. (43634)
10.3.1
Adjustments
Add default product type range (41048)
10.3.1
Cart
Pro-rate during purchases (40466)
10.3.1
Holidays
Add Product Type, Product ID, and Unit ID filters (41359)
10.3.1
JetPay
Get last 4 digits of ACH routining number and account number to display (38388)
10.3.1
Member Site
Make home page variable with site page content (41707)
10.3.1
Member Site
Added member account balance (41280)
10.3.1
Message Types
Allow Edit of Member Message Type names (40691)
10.3.1
Misc Info
Added print and excel feature when viewing Misc Info (40167)
10.3.1
Offering setup
Days per week pricing by dollar amount (40465)
10.3.1
Offering setup
Clone includes prices (41699)
10.3.1
Offering setup
Default current year in range
10.3.1
Product
Organization Branch added to default showing products that are available to all branches (41685, 41475)
10.3.1
Product Categories
Added permissions (40697)
10.3.1
Product Details
Show max capacity (41001)
10.3.1
Product Offerings
Added month range in addition to years for age. (41685)
10.3.1
Products
Daily Prices - Made an option to specify this by dollar amount or percent (40803)
10.3.1
Products
Can now clone descriptions and images (41830)
10.3.1
Recurring Sales
Restrict Next Bill Date to specific days of the month or days of the week (40903)
10.3.1
Reporting
Monthly Membership Fees
10.3.1
Reporting
Statsistics / By Branch by Product (41729)
10.3.1
Reporting
Member Access / Member Access Detail Count (41756)
10.3.1
Site
Option to not index site (41681)
10.2.1
JetPay
Account Updater (Case# 39466)
10.2.1
Member Mesage
Show edit user on the Member Mesage Index screen (Case# 40692)
10.2.1
Misc Info
Added new data types (Case# 40161)
10.2.1
Products
Customize columns / default sort (Case# 41077)
10.2.1
Reporting
New Report - Members due for Renewal (Case #41379)
10.2.1
Reporting
Active Membership Count (Case# 40906)
10.2.1
Reporting
Add sorting ability in the column headers to reports (Case# 41247)
10.2.1
Reporting
Payment Returns (Case# 40891)
10.2.1
Reporting
Total Members (Case# 40906)
10.2.1
Reporting
Member Product Adjustments Anomalies (Case# 41173)
10.2
Reporting
Created a report showing Member Product Adjustments Anonmanlies. (41173)
10.1.1
Report for End of Shift Totals
Enhancements (Case# 40143)
10.1.1
ACH
Allow a file to be sent to the bank manually separate from JetPay (Case# 40480)
10.1.1
Cancellation
Allow to cancel an already cancelled product so that you can change the cancellation date (Case# 38149)
10.1.1
Cart
Change Billable Member (Case# 38950)
10.1.1
Check in
Access ID - Make alphanumeric (Case# 40441)
10.1.1
Check in
Apply default field to member search dialog (Case# 40502)
10.1.1
JetPay
Make TransactionID unique for refunds (Case# 40111)
10.1.1
Member
Included columns in Relationships that allow you to see the branch and Relationship Count. (39999)
10.1.1
Member Details
Display billing info for recurring and then link to payment plan if billing exists (Case# 40019)
10.1.1
Member edit
Add contact details - default the Linked checkbox when adding (Case# 40460)
10.1.1
Member Edit
Added Check-In Function (Case# 40339)
10.1.1
Member Site
Password matching and verification (Case# 40073)
10.1.1
Member Site
Add Current Member's name on mobile view when logged in as staff (Case# 40434)
10.1.1
Member Site
Default search field (Case# 40160)
10.1.1
Member Site
Redirect after changing password (Case# 40353)
10.1.1
Member Site
Add Authorization checkbox to Add/Edit checking account (Case# 40008)
10.1.1
Payments
15 Days (Case# 39942)
10.1.1
Reciprocity Report
Done and working (Case# 39921)
10.1.1
Recurring Billing
Clear the Next Bill Date after the membership expires or a cancellation (Case# 40125)
10.1.1
Relationships
Various enhancements (case# 39999)
10.1.1
Report Product Offering Review
Added additional info (Case# 33251)
10.1.1
Reports - End of Shift
Various changes (Case# 40586)
10.1.1
Reports - Expiring Memberships
Various enhancements (Case# 40130)
10.1.1
Reports - Rosters and Wait List
Added a filter to Include Cancellations (Case# 40338)
10.1.1
System Options
Added membership renewal days (Case# 40193)
10.0.51
Member Messages
Allow sounds for different kinds of message types (Case #39434)
10.0.51
Member Profile
Added billing frequency and made the Membership a link to the activities screen (Case #39382)
10.0.51
Member UX - Checkout
Added button to allow users to edit email from the checkout (Case #34000)
10.0.51
Member UX - Checkout
Added the primary members address to the checkout screen with the ability to edit (Case #39294)
10.0.51
MemberUX - Credit Card Edit
Added the ability to swipe the credit card
10.0.51
Reporting
The Member Access Detail report and the "Today's Check Ins" screen now have gender & age filters & columns (Case #39426)
10.0.51
Reporting
Payment Returns, EFT Reports - Serperated expiration month and year into two columns for sorting purposes (Case #39037)
10.0.50
Reporting
Payment Details report - Added a filter to Include Returns, Added new columns (Case #39467, #39468)
10.0.46
Reporting
Unit by Alpha with Addresses report - Added (All) as a filter option for Branch (Case #39241)
10.0.46
Reporting
Payment Returns Report - Add Membership Status column (Case #39353)
10.0.46
Reporting
New System Log report (Case #38969)
10.0.45
Genders - Site wide
Make available genders variable (Case #39264)
10.0.42
Cancellation Reasons
Added default "Choose one..." to the top of the drop-down list (Case #38547)
10.0.42
Reporting
Cancellations & New Memberships - report updates - Added member address & email (Case #39193)
10.0.42
Reporting
Expiring Membership updates - Added member addresses and e-mail to the report (Case #39046)
10.0.42
Reporting
New Report - Membership Statistics - Membership Retention (Case #39047)
10.0.42
Sales
Fixed returned payment to create reversal transactions for an adjustment. (38892)
10.0.41
Billing Statements
Changed the format for Billing Statements so it can be folded easily and placed in a window envelope. (38870)
10.0.41
Make Payments
Added "Show all activities with a zero balance" link to the filter (Case #39033)
10.0.41
Reporting
New Report - Membership Statistics - Cancellations (Case #38345)
10.0.41
Reporting
New Memberships - Updated report to link to the Member Profile screen (Case #38392)
10.0.41
Reporting
Billing Statement - Redesigned report for printing and mailing (Case #38870)
10.0.41
Reporting
Product Offerings - Added hyperlinks to Product Offering Step 6 screen (Case #38885)
10.0.41
Reporting
New Report - Members with Lockers (Case #38953)
10.0.41
Reporting
Added new report which included Locker numbers. (38953)
10.0.41
Statements
Added converted balances to Member's Statements. (38934)
10.0.40
Reporting
New Report - Rosters - Sports Roster with T-Shirt Size (Case #38869)
10.0.40
Reporting
Added Price Types to Roster. (38721)
10.0.39
Member Access - Today's Check Ins
Added Access number to the screen (Case #38631)
10.0.39
Reporting
Roster With Amounts report - Added filter for Product Type, Branch, & to show only those with a balance (Case #38023)
10.0.39
Reporting
New Report - Manager Reports - End Of Shift (Case #38720, #37359)
10.0.39
Reporting
Member Access - Today's Check Ins - Added relationship with Member filter (Case #38370, #38552)
10.0.39
Reporting
New Report - End Of Shift (Case #38732)
10.0.39
Reporting
Allowed the option in the Edit Shift Report to drill down to the transactions. (38732)
10.0.38
Process Payments Due
Add Product Type filter (Case #38575)
10.0.38
Reporting
New Report - Membership Statistics - Expiring Memberships (Case #38469)
10.0.37
Edit Address, Email, and Phone Number
The user will be able to link or set members to a given contact detail all at once. (Case #38389)
10.0.37
Member
Added the option to select family members ont he contact edit. (38389)
10.0.37
Reporting
New report - Membership Statistics - More Than One Membership (Case #38416)
10.0.36
Reporting
Updates to Summer Camp Roster - Check In Sheet - Added columns, filters, total lines, page breaks (Case #38642)
10.0.35
Member Access
Limited search results to 3000 and added relationship filter on the view for "All Members" (Case #38397)
10.0.35
Recurring Sales & Process Payments Due
Add progress bar (Case #38351)
10.0.35
Reporting
New Report - Memership Statistics - Cancellations (Case #38345)
10.0.35
Reporting
New Report - Membership Statistics - New Memberships (Case #38392)
10.0.35
Reporting
Request to put the days and times of the program on all of the rosters (Case #38342)
10.0.35
Reporting
New rosters for camps - Check In Sheet, Director Version (Case #38228)
10.0.35
Reporting
GL summary by Day - add totals for month, year & account range (Case #38054)
10.0.33
Check In
Implement code to allow checks to be scanned into system (Case #38045)
10.0.33
Reporting
New Product Offerings report (Case #38103)
10.0.33
Reporting
New Members-Fit Start report (Case #38187)
10.0.31
Check In
Add feature that allows an entire family to be checked in with one access code scan (Case #38181)
10.0.31
Reporting
New Report - Member EFT Schedule (Case #37954)
10.0.31
Reporting
Product Offering Prices - Make report columns link to Product Offering Step 3, 4 and 6. (Case #38074)
10.0.31
Reporting
Roster with Amounts - Add ranges for product type and branch (Case #38023)
10.0.31
Reporting
Create new Member EFT Schedule report without totals (Case #38213)
10.0.31
System Options
Added options to send emails for invoice and receipt (Case #38194)
10.0.29
Check In
New Check In screen that allows members to scan Access ID cards (Case #38071)
10.0.28
Check In - Today's Check Ins
Created a new Member Access screen that shows recent check ins for all members (Case #38063)
10.0.28
Member Messages
Added a date column to the Member Message table (Case #38129)
10.0.27
Check In
Made the member name larger/bolder (Case #38072)
10.0.27
Check In
Added new red and green thumbs up/down icons (Case #38122)
10.0.24
Product Cancellation
Change wording in dialog for Product Cancellations (Case #37619)
10.0.24
Reporting
Updating Reports (Case #37905, #37903)
10.0.24
Reporting
Update reports and filter defaults (Case #37890, #37917)
10.0.23
Sales - Refunds
Added a permission for this (Case #37869)
10.0.14
Transactions
Third Party link should filter down to member (Case #37469)
10.0.13
Cart
Credit card swiping (Case #37599)
10.0.12
Credit Card Edit
Select Billing Address table needed some padding (Case #37553)
10.0.12
Logo
Use new Y logo everywhere, R instead of TM (case# 37150)
10.0.12
Member Profile
Moving fields around (Case #37412)
10.0.12
Member UX - Add Credit Card
Hide "Select an existing address" button (Case #37610)
10.0.12
Member UX - Product Details
Fixed alignment on price section (Case #37583)
10.0.10
Make Payment
For third party payments add 3rd party member name to screen
10.0.10
Cancel Product
Inform user that a Mandatory Product cannot be cancelled immediately
10.0.10
Cart
Move change due to under Payment Total, plus other visual improvements
10.0.10
Credit Card/Bank Account Edit
Displays the families name in page title
10.0.10
Invoice
Price Type added
10.0.10
Invoice
Added Next Recurring Billing Date
10.0.10
Invoice/Receipt
Remove account balance
10.0.10
Member Profile
Add Next Billing Info
10.0.10
Member Profile
Moved "No Primary Email" message
10.0.10
Member Profile
Account balance was added and made prominent
10.0.10
MemberUX Misc Info
Required fields now easier to ID
10.0.10
Misc Info
Add help text to Mandatory field
10.0.10
Price Type
Change "Custom" word to "Everyone"
10.0.10
Receipts
Put the YMCA staff name of who did the transaction on receipts