Links Modular Solutions Version 2017.6 Release …...Links Modular Solutions Version 2017.6 Release...

Links Modular Solutions

Version 2017.6 Release Notes

Prepared by:

Andrew Preston – Product Manager

May 2018

Release Notes 2017.6 May 2018 1

Table of Contents

Links Modular Solutions .............................................................................................................................. 0

Version 2017.6 Release Notes .................................................................................................................. 0

POS Changes .............................................................................................................................................. 2

Ability to search for a Customer based on Credit Card or Bank Account Number ................. 2

Confirmation Message when sending Emails from the Customer Screen .................................. 4

Ability to turn on the Associated Customers Feature ...................................................................... 5

Admin Changes ......................................................................................................................................... 8

Ability to Export Registration Fees Allocations from Classes Bulk Processes History ................... 8

Ability to Reverse Bulk Class Registrations .......................................................................................... 9

Show Inactive Classes Terms Option ................................................................................................ 10

Reporting Changes .................................................................................................................................. 11

External Receipt Added to the Export of the Transactions Report ............................................. 11

Marketing Fields added to the Export of Membership Reports................................................... 13

Integrated Payments Manager Changes ........................................................................................... 15

Changes to LinksGateway Settlement Report ............................................................................... 15

Automated Email for Other Purchases Debit Runs ........................................................................ 15

Kiosk Changes ........................................................................................................................................... 16

Added support for Centralised Customer Accounts (CCA) ....................................................... 16

Consult.Link Changes .............................................................................................................................. 17

Previous Assessments in Consult.Link can now be opened and edited ................................... 17


POS Changes

Ability to search for a Customer based on Credit Card or Bank Account Number

On the Customer DD Search screen, a search can now be performed by using the Credit

Card or Bank Account details.

In POS, open Customer DD Search

Search for a Credit Card Number


Or search for a Bank Account Number


Confirmation Message when sending Emails from the Customer Screen

When sending an email from the Customer screen, a confirmation message is now displayed.


Ability to turn on the Associated Customers Feature

This feature allows you to associate customers for the purposes of extending online pre-

requisite discounts to related customers.

Note: The Online Pre-Requisite Discount Feature is not yet available.

To activate this feature:

1. Go to Admin > Site > Site Setup > Auditing/Other

2. The Associated Customers feature can then be switched ON


This activates the Associated Customers panel on the Customer screen – Others tab.


Admin Changes

Ability to Export Registration Fees Allocations from Classes Bulk Processes History

There is now the ability to Export Details in this process so if you need to reconcile this process

you have the ability to. Right-click on a Registration Fees Allocation line to Export Details.

The Export fields that will be exported are shown below.


Ability to Reverse Bulk Class Registrations

If an error is made during the Bulk Class Registrations process, you are now able to reverse it.

Select a Registration Fees Allocation line, and click Reverse.

A prompt to confirm this action is displayed.

If Yes is selected, the reversal will be performed and the Details updated to show the

Reversal.


In the case where one or more registrations on a bulk registration allocation are already

paid, this message will be displayed:

To resolve this, the payments of these registrations will need to be voided; otherwise, just the

unpaid registrations can be manually removed.

Show Inactive Classes Terms Option

By default, the Setup Terms list does not show Inactive Terms. Inactive Terms can optionally

be viewed by clicking the checkbox.


Reporting Changes

Note: For Sites using Debitsuccess Full Service, the Booking Reference can be used to look up

the account in the Debitsuccess Self-Service Portal.

Booking Reference added to the Export of Family Details by Student Report

For Sites using Debitsuccess Full Service, the Booking Reference can be used to look up the

account in the Debitsuccess Self-Service Portal.

The Booking Reference is now displayed in a new export column, as shown here as

‘HEREISAREF’.

Booking Reference added to the Export of Family Details by Family Report


‘HEREISAREF’.

Booking Reference added to the Export of the Absentee Analysis Report


‘HEREISAREF’.

External Receipt Added to the Export of the Transactions Report

The Transaction External Receipt from PC EFTPOS or Tyro is now exported as a new column for

reconciling purposes.


Marketing Fields added to the Export of Membership Reports

There are now marketing fields included when exporting Membership Reports. These include:

New Contracts

Renewed Contracts

Current Members

Expired Contracts

Cancelled Contracts

The marketing fields included are shown below.

Marketing Tab> First Contact, Source, Type and Promotion.


Extras Tab> Extra Fields 1, 2, 3 & 4.

Contract Marketing> Sale Initiated from, Membership Movement, Comments, Source, Type,

Promotion.


Integrated Payments Manager Changes

Changes to LinksGateway Settlement Report

There is now a Token field when this report is run for easier reconciliation with the

Debitsuccess settlement report.

Automated Email for Other Purchases Debit Runs

The staff member configured in IPM to receive error notifications will receive an email for any

scheduled Other Purchases run that contains any exclusions. Some example reasons for

exclusions:

Missing or invalid debit details

The amount to collect doesn't match the overall balance of the account

(known as Allocation Issues)

The detail of the exclusion in this case will be something like:

There is a discrepancy between Balance of the Customer Account ($10) and the sum of

balances of outstanding charges. ($11)

This indicates the Customer Account has an allocation problem, so check the account in

Links and perform a reallocate of the account. It will then be included in the next scheduled

debit run.


Kiosk Changes

Added support for Centralised Customer Accounts (CCA)

If your site is enabled for Centralised Customer Accounts, Kiosk functions will now support this.

When a Customer makes a purchase from a Payment Kiosk, the Kiosk will look for a Customer

Account at the CCA Location. If no Customer Account is found, the Kiosk will create a new

Customer Account at the CCA Location and proceed with payment.


Consult.Link Changes

Previous Assessments in Consult.Link can now be opened and edited

If you choose to view a previous assessment, these can now be opened, changed, and

saved.

You first need to ensure that Security Group permissions are enabled in Admin> Security>

Security Group Setup and selecting ‘The user can edit assessments’ permission.


Once this is completed, go to Admin > Site > Site Setup > Auditing/Other and select ‘Can

edit assessments in Consult Link’.

Links Modular Solutions Version 2017.6 Release …...Links Modular Solutions Version 2017.6 Release...

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