ShapeNET September 2014 Software Update
This is the 10th release of 2014. We continue to enhance your ShapeNET to make it more effective to run your business.
Brivo – Prospect IDs
Functions, Users, Brivo Card Bank for Prospects; can now add CardIds in bulk
CRM – Contacts
- Duplicate Contact Record issue resolved
- Popup Removed from Contact History click Aqua bar to Log a contact.
- Override options are available
- Upen entry of future cancel date, Electronic Entry Access will not be locked until the cancel date
- Pending Cancel, Clearing Balance Upon Cancel, clearing balance will zero all scheduled payments beyond the cancel date
Scheduled Payments – Secondaries
Duplicate scheduled payments on secondary membership upon roll, caused by the secondary membership starting later than the primary has been addressed.
When purchasing a membership and overriding a Service Fee, the roll into membership Service Fee value will update.
POS – Discount Codes
- Dollar value discount codes now work properly
- POS, Product List, Download, Added the ability to download POS Product List
3 additional Checkin Reports now account for Multi-facility Checkins
- Reports, Misc/Stat, Check-in Activity Analysis
- Member Check-in Detail
- Member check-in Summary
Reports, Misc/Stat Checkin Details
- Updated Results Display
Reports, Misc/Stat Member Analysis
- Updated with ability to sort by Member Type.
- Added dropdown for Member type.
- Updated Results Display and provided a PDF download option
- EFT Analyzer, spelling correction
- Open Balance (Prepaid), Will no longer detail zero balance accounts.
- Financial Summary Write Offs will now be included in Non-Receivables
- Non-Receivables has been moved to the bottom of the report.
- Trainer Payroll, Updated with New Calendars, Pie and Bar charts
- New Membership Financials Added dropdown for Payment Frequency & Checkboxes to limit results to EFT Memberships and EFT Services
Membership Cancel Report
- Updated detail display
- PDF download added
- Bar and pie graphs available
Trainer (Session) Activity
- Pie and Bar Graph Options, Drill down into Date
- Download Activity, Drill down into trainer to download Activity
Services – Training History
From Actions, Updated Results Display, Added new fields, Status, Training name.
Scheduler – Appointments with Balance Due
On Schedule Matrix, an Open balance is indicated with a black bar on the left side of the appointment.
- Multi-facility Global Search issues have been resolved
- MagFi Phone lookup will again handle partial phone lookup