LogiQ Release 5.8.0

1. Whats New In LogiQ 5.8.0
2. Very Important To Note!  
3. Installation
4. Uninstalling
5. Support

1 - Whats New In LogiQ 5.8.0

LogiQ 5.8.0 fixes issues and makes improvements in the following functional areas. Please click on a functional area to see further details.

Membership Packages Reports and Dockets
Membership Sales On Holds and Extensions
System Navigator Access Control
System Security Staff Assignments + Contacts
Membership Payments TPOS + Membership Refunds
Miscellaneous

To describe the issues we fixed the following notation is used. 

Type Description
  Describes a bug fix.
 

Describes a new feature or enhancement.

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Membership Packages
Type Description

Payment Plan installment details corrected
The installment details were not always calculating corrrectly, now they are.

Fixed term Membership Packages now allowed for terms other one year        
Previously the system forced fixed term membership packages to be exactly 1 year. This is no longer the case. Now, you have the choice of forcing the package to be one year fixed term or you can make it any number of months. 

Fixed term Membership Package details display and editing
Users were incorrectly able to edit fixed term package details when they were not supposed to. This issue has been fixed. Also when you view a fixed term Membership Package now the details are displayed on the main form, whereas previously you had to click on a button to see the details. 
Payment Plan contract duration editing issues fixed
The contract duration was never saving if modified and with the current system set-up this will not work if it was saved when a change was made. So, have disabled the field and removed the lookup control, so that the duration values are only displayed. At a later date we will relook at this as it may be worthwhile to be able to modify the contract duration for a Payment Plan. So, effectiveky, at present, once a contrct duration is defined for a Payment Plan that is it. The user can choose to set-up another Payment Plan or delete this Payment Plan if it is unused.
Improved Extension and On Hold handling incorporated
Membership extension and on hold settings are now correctly handled. If you do not wish Direct Debits to occur when a Member is on hold then this is the place to now control that. You can also decided for a membership package if the user can extend it or not. Note, that in System Navigator in General Options-Settings  you can control if a Admin only can extend memberships or put them on hold. 

Interface overhaul
Numerous improvements were made the Membership Package and Payment Plan forms and Add wizards to improve usability; inclusive of the use of improved english and better layout.

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Membership Sales
Type Description
User interface tidy up
The user interface was improved on the Add Personal Customer form and the Membership Sale form
Mandatory Fields Support
In System Navigator - Lookup Tables you can now choose the table "New Customer Mandatory Fields" to add fields which are mandatory when adding a new customer. For example, you can now make the mobile phone number mandatory. Should you do this and the customer does not have a mobile phone then an option is also provide to tick that the customer does not have a mobile phone.
Add Customer form made smaller
The form was too long. It dissapeared off the end of the screen on 600x800 monitors.
Preferred Contact Method issues
Users have been able to set the preferred contact method to email, for example, yet not enter in an email address for the customer. This has been rectified.

Fixed term membership sale calculations fixed
Now, the calculations are more streamlined and occur automatically when selecting a payment plan for the fixed term membership. Before wrong dates were defaulted and the screen was a little confusing to use. We hope that users find the changes an improvement.

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System Navigator
Type Description
User interface overhaul
Significant user interface changes were made on the three General Option Direct Debit tabs to make the functionality much easier to use. 
Cannot delete a Program Band Date Range
This has been fixed. Users can now delete a program band date range if it is unused.
Program maintenance functionality clumsy
A lof of work has been carried out on program maintenance to make the functionality easier to use. 
Default Docket Format Error
For new installations, users could not set-up a default docket. This is now fixed. The user is now able to generate a default docket format.

If Rejected Try Again in the Next Direct Debit Run fixed
This option ,on the General Options - Direct Debit General tab, has been fixed and now works correctly. Users must be sure to tick this option if they want Direct Debits that have not been successfull to be handled in the next Direct Debit run automatically.

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System Security
Type Description
Logging of changes to system security
We have imporved our system auditing so that all important changes to system security are now logged to an audit log. This log is currently only stored in the database and there is no user access to it. But should there be an issue then QVisual support staff can look at the log to determine when the issue occured and who was the user.

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Membership Payments
Type Description
Fix Scheduled Payments dialog
The dialog was overly complex and very difficult to use. We have completely overhauled this dialog so that it is now easy to process manually payments against a membership. This dialog can be accessed by clicking on the Customer status button either in TPOS.. From there you can click on the new Manual Payments button. This will display the Scheduled Payments dialog which lists all future payments for a customer. You can then select which payments are to be processed manually. Once you have done this and returned to TPOS the payments to be processed will be displayed. They can be processed in the normal way.
Missing scheduled payments fixed
Future scheduled payments were not displaying in this dialog. This has now been fixed, so that all future payments are displayed. For continuous memberships we display the next 6 future payments.

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Reports and Dockets
Type Description
Sales Docket incorrect class total
The count of the number of classes was incorrect. This has been fixed. 
Sales Docket formatting issues
A range of formatting issues were fixed so the Sales Docket looks much better when printed out. 
Sales Report venue totals incorrect
Fix the venue totals so they are correct.
Reconclliation report formatting issues
A range of formatting issues were fixed so the Reeconcilliation report  looks much better when printed out. 
Contact History report issues
A range of issues were fixed with this report including:
  • Works correctly with the new Staff Assignment functionality
  • Contact Personnel heading should be Staff Member (on report in two places and in query window)
  • Contact Label (Label) heading should be Action (on report and in query window)
  • "Include Deleted is False" on report should read as "Deleted History Included" or "Deleted History Not Included"
  • Add a column to show which are deleted
  • Description heading should be Details
  • CustNo heading should be Customer Number (can use two rows in header)
  • Contact Date column should be left aligned
  • CustNo should be Customer Number
  • Query screen should be using Customer Number as opposed to CustID (Also change this in header in report)

 

Coustomer Next Contact Date report issues
A range of issues were fixed with this report including:
  1. Missing a comma between the Surname and Forename.
  2. Report is missing email address
  3. Member first name and last name is separated by spaces. Should be <Last Name>, <First Name>
  4. Contact Personnel heading should be Staff Member (on report in two places and in query window)
  5. Contact Label heading should be Action (on report in two places and in query window)
  6. Next Contact Date column should be left aligned
  7. Only need the total # of Next Contacts for each venue. Others totals not needed. It should look like this "<Venue Name> Next
  8. Contact Count: n". eg "Wagga Wagga Next Contact Count: 12".
  9. Report heading should be Next Contact Dates for Customers
  10. At top of report should be no colon after "Customer Type"
  11. CustNo heading should be Customer Number (can use two rows for headings)

 

Course Rolls Report paging issues
A range of issues have contributed to the course rolls report printing out a lot of blank pages when printed out. This is a very complex report which is written out to Excel. We have done all we can to mitigate this issue, although not completely. The design of the report is such that the problem cannot be mitgtated completely and we are dependant on Excel as it is used to print out the report. At this juncture we decided not to rewrite the report, but at a later date we will relook at that.

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On Holds and Extensions
Type Description
Do not process Direct Debits for On Holds
In Facility Navigator, for a Membership Package, the user can now define that Direct Debits should not be processed when a Membership is placed On Hold. Then in Customer Manager, when a user places a Membership On Hold, adjustments are automatically made to the payment schedule to implement this. The user is, though, able to modify the payment (Direct Debit ) schedule adjustments to suit. If the "Extensions Allowed" settting is also ticked in Facility Navigator then payment adjustments are also made for the extension.

Where the member goes On Hold in a period that has already been paid for then the payment adjustment must occur in a later period. We cannot process negative Direct Debit payments.

The calculations we use to implement the payment adjustments for On Holds and Extensions can be quite complex, so we have allowed for these adjustments to be modified for that reason.
Can extend memberships
This option was not implemented properly. It is a setting in Facility Navigator, for a Membership Package, and when set it determines if a Membership can be extended or not.
Apply On Holds against a single Membership only for a Customer
Users can now choose which membership to apply an On Hold against. So this means that a customer who has muliptle memberships can now place one or all of them On Hold.
On Holds and Extensions overhauled
The On Holds and Extensions system has been completely rewritten. Users can now easily apply On Holds and Extensions in Customer Manager against a Membership. This means that during the upgrade to LogiQ 5.8.0 we are migrating old On Hold data in to the new module.
Maintain a Date Log
We now maintain a log of all changes to dates for a Membership. This can be seen by clicking on the "Date Log" button in Customer Manager. This will include changes to dates when Extending memberships or placing memberships On Hold.
Only one future On Hold
A membership can now only have one future On Hold. This simplifies the operation of this functionality significantly. We feel this simplification is preferable to allowing for the rare occassion a customer wants to schedule multiple future On Holds.  The customer can always schedule the next On Hold after he/she has completed the current On Hold

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Access Control
Type Description
Reporting Gates vs Non Reporting Gates
This was not working properly. This setting is now located in the Access Control set-up for a Workstation. A non-reporting gate now, correctly. does not record visits at all. A non-reporting gate is only used for entry control.
Workstation Card Reader/Scanner settings fixed
When setting up or editing a workstation configuration the card reader/scanner settings are now operating correctly. When the workstation is being used for access control the settings are disabled.
Access Control window can be in the background
The access control window will now operate if it is in the background.
Access Control Access Points list improved
When selecting Access Control Setup for a Workstation the list of Gates is displayed. This list has been improved to display better information.
Card Reader Comm Port vs Gate Comm Port
When comm ports are used for the card reader and the gate the option now exists to set-up different comm poirts here. This will be the case when you have a card reader which is external to your gate.
Gantner GAT Card Reader and Gate
LogiQ now supports Gantner GAT card readers and gates. The card id can be entered in to the alternat number field for a Member so that the Member can use it. At this stage we use the Gantner cards simple for acces control, but in later releases we will make use of the ability to store information on these cards. Note, although we have added support for a Gantner Gate operated through the Gantner GAT we have not had a working system with a Gantner Gate to test. So, given that a customer wants this we will need to do that work to add support for the gate.
No Gate Option
We have added the No Gate option so that a user can specify there is actually no gate and just a card reader.
Interface improvements
We have imporved the interface to make it easier to configure card readers and gates.

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Staff Assignments + Contacts
Type Description
Assign Roles to Staff Members
Staff Members can now be assigned one or more roles. Roles can be maintained in System Navigator  - Lookup Tables - Roles. A role, for example, can be "Personal Trainer"
Assign Staff Member to Customer
A staff member can be assigned to a customer in one or more roles. This is done in Customer Manager in the Staff Assignments tab. For example a staff member with the role "Personal Trainer" can be assigned to a customer. Notes can be made against this assignment.
Staff Member Contact recorded against the Assignment
Now wen you receive a contact from or schedule a contact to a Staff Member, if the Staff Member has been assigned to the customer in a role (such as "Personal Trainer") then you can selected that assignment.
Staff Assignment history
We maintain a complete history of staff assignments. You can view this history from the Staff Assignments tab in Customer Manager.
Two new reports added
We have added two new reports:
  1. Current Staff Member Customer Assignment Report to show: Customers assigned to the Staff Member, Role, Date From, Customer email, Customer Phone. Ordered and Grouped by Staff Member Surname + Staff Member Firtname.
  2. Customer Staff Member Assignment History Report to show: Customer Number, Customer Name, Staff Member, Role, Date From, Date To. Ordered and grouped by Customer Surname + Customer First Name + Customer Number.

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TPOS + Membership Refunds
Type Description
SIngle Use Button set-up not working
Problems have been experienced with setting up a Single Use button. These have been rectified and it is now operating correctly
Refund a Membership without a receipt
When selecting the Refund button (after selecting a customer) the Refund form is displayed. We have added a button "Select Membership to Refund and Cancel". With this button the user can select a membership for the customer to refund and cancel. Only Memberships that can be refunded will be listed here. This is controlled by a setting in Facility Navigator for the Payment Plan, called "Refunds Allowed"..
Cancel Membership not effective immediately
Cancel a membership is not effective immediately, on the same day you cancel the membership
Cancel a Membership only 
In the Status form (accessed by clicking on the Status button for a Customer) you can select a Membership and cancel it only, without doing a refund.

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Miscellaneous
Type Description
Missing Ledger codes
The system allows you to create activities and products without ledger codes. This has been fixed.
Booking a Session - Pay Later in TPOS set to $0.00
When making a booking for a session if you select the "pay later" option the system leaves a $0.00 transaction sitting in the TPOS screen waiting to be processed. If you select "cancel" in the TPOS it does not process the booking so the system requires a TPOS transaction to complete a booking for a session. This has been fixed.
Customer Manager add keywords does not save new keywords
The option to add keywords when adding a new customer or prospect, or editing them in Customer Manager  does not allow you to save the new keywords into the table. It has been fixed.
Direct Debit Payment File is not triming bank a/c details 
When producing a bank direct debit payment file it is sometimes formatted incorrectly. This change forces the format to be correct.
Allow a charge to be added to a Payment Schedule for a customer from another venue
At present if you add a new charge to the payment schedule and the customer is from a different venue to the user, the new charge just dissappears. We just want it to be added.
Customer Manager interface overhaul
Tidied up Customer Manager interface. Aligned fields, improved english and moved buttons around. Also fixed the notes tab which was causing an issue.

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2. Very Important To Note!

In System Navigator - General Options - Direct Debit General the setting "If Rejected Try Again in the Next Direct Debit Run", must be ticked if you want Direct Debits that dont get processed succesfully to automatically be handled in the next Direct Debit run.

The On Hold system has been completely rewritten to implement many improvements. As such, as part of the upgrade to LogiQ 5.8 we are migrating On Hold data to the new On Hold system. Please check your On Holds before and after the upgrade to ensure there are no issues.

The Access Control system has had significant changes made. If you use Access Control then you must look at the set-up for it before and after the LogiQ 5.8.0 upgrade. You will need to update your settings after the upgrade.

3 - Installation

  1. A separate file, install.txt, documents how to carry out an upgrade or a new installation.
  2. During an upgrade the following steps might be taken:
    1. Perform a full back up of the live database.
    2. Create a new TEST database
    3. Test the upgrade on the TEST database
    4. Upgrade the LIVE database
    5. Upgrade the client workstations

4 - Uninstalling

  1. Click Start, and then click Control Panel.
  2. Click Add or Remove Programs.
  3.  Scroll down to "LogiQ 5.8.0", or some other version. click on it, and then click Change/Remove.

5 - Support

Support can be obtained at:
Ph. +61 (0) 419 495 514
EMail: techsupport@qvisual.com.au 

QVisual Systems Pty Ltd, 
PO Box 506, 
Black Rock, 
MELBOURNE, 
VIC 3193. Australia

 

 

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