November 15th, 2024

Release Notes - 14 November 2024

Enhanced Prospect Creation: Email or Mobile πŸ“± OR πŸ“§

Previously, creating a prospect required an email address, while a mobile number was optional. Now, you have the flexibility to create a prospect using either an email address πŸ“§ or a mobile number πŸ“±. During sign-up, if either detail is missing, you'll be prompted to provide it before completing the sign-up process. πŸš€Improvement

πŸ–₯οΈπŸ“© New UI for Overview and Activity Tabs

This update introduces a refreshed UI for the Overview and Activity tabs, providing a clearer distinction between incoming and outgoing messages and task outcome. No information has been removedβ€”only the design has been updated for clarity.

  • πŸ’¬ Incoming messages from clients (left-aligned in blue).

  • βœ‰οΈ Outgoing messages (SMS, email, WhatsApp) from the software (right-aligned in grey).

  • πŸ“ Task outcomes (right-aligned with a grey border). πŸš€Improvement

Subscription Sign-Up Source Tags on Client Profile

In the Subscription tab of the client profile, we've added tags to clearly indicate the sign-up source. This update specifies whether the client signed up through the Member App/Portal or the Online Portal.

New Tags Include:

  • πŸ”– Signed Up via Member App/Portal

  • πŸ”– Signed Up via Online Portal

Additionally, we’ve introduced a new 'Signed up via' column in the New Joiner Report to display this information for easy tracking and reporting. πŸš€Improvement

πŸ”„ Client Profile Update: "Prospect Home Club" Renamed and Enhanced

In the Client Profile's Basic Info block, the "Prospect Home Club" has been updated to display the recently created center name. Previously, it only showed the original center name where the profile was first created and did not reflect the latest center where a repeat inquiry was made. Although the data was correctly shown in the latest center, the center's name was not visible in the client profile. This has now been fixed to improve the user experience. Additionally, "Prospect Home Club" has been renamed to "Current Prospect Home Club" for better clarity. πŸš€Improvement

Membership Expiry Report Update

The issue with upgraded members appearing in the Membership Expiry Report has been fixed. Now, only the correct data will be shown, ensuring accurate and streamlined reporting. ✨Fix

WhatsApp Sending Error Fixed

The error while sending WhatsAppfrom the member's profile has now been fixed ✨Fix

Mass Client Rep Change Issue Fixed

The issue preventing mass client representative changes in certain scenarios has now been resolved. ✨Fix

Refund PDF Issue Resolved

The issue preventing the opening and downloading of refund PDFs has now been fixed. ✨Fix

Membership Expiry Report Update

The issue where a membership duration of 1 day showed as zero in the report has now been fixed ✨Fix

Sales By Service Category Report Export Issue Fixed

The issue preventing data export when All Centres is selected with a large data set has been optimized and is now fixed ✨Fix