The Release Notes are intended to be a top-level guide to the enhancements, adjustments, and bug fixes released for the VFPnext online-platform system. The Release Notes may or may not apply to your chosen Solution(s). Please read the Release Notes carefully to find the portion or portions of the Release Notes that apply to your Solution set-up.
Visual Overview
[pdf-embedder url=”https://vfpnext.wpengine.com/wp-content/uploads/2019/02/7.0-Agenda-Enhancements.pdf” title=”7.0 Agenda Enhancements”]Agenda DONE Status Bar Tutorial:
To Do List Filter by Type Tutorial:
Agenda To Do List Club Defined Filters Tutorial:
When 2 calls are scheduled (on the same day)
- Combine the records Timelines to show all past, current, and future on 1 Timeline (based on the User, regardless of track)
- List the Call Scripts, one underneath the other
NEW! When a Today call is completed, any Past Due calls (for the same Lead/Member) will be System-Cancelled.
Make more CALLS with fewer clicks straight from the Agenda!
Added to the right detail side of the Agenda page:
- Actions: Call Event / Complete Step / Cancel Step / End Track
- Step History – scroll down to review Completed Step History
- Lead History – scroll down for the full Lead History (Timeline)
Note: If you still prefer to click… don’t worry, all the same functionality still lives inside the iModal to the right of the Lead/Member’s name!
To prevent any confusion, the green Call Me Now button is hidden when the user (staff) does not have a phone number saved in their user profile.
View the new animation on the Communication Timeline to help bring even greater visibility to the Call or Task of the day!
Agenda enhancement for completed and cancelled Agenda items.
Now, as you complete / cancel Agenda items, you will see a small grey check mark on your Agenda List.
Note: The completed items will disappear when the page is refreshed.
More information is now on the Campaign Report for Calls:
- Calls Made
- No Number
- Wrong Number
- No Answer
- Left Message
- Talked (to a human)
Access from Leaderboard: If a user does not have permissions to view the Campaign Report, an error message will appear that will prompt the user to request Permission Update to include access to Campaigns Report.
More information is now on the Campaign Report for Emails:
- Emails Scheduled
- Emails Sent
- No Email Address / Invalid Email Address
Added Legend to clarify meanings.
- Ended – failed to finish all steps, manually ended, appointment no-show, under-age, new pass started, or user is cancelled / delinquent / freeze / collections
- Cancelled – lead / member’s status doesn’t match track type, source / goal / interest doesn’t match track setting, or if appointment track converts to appointment rescheduled
- Completed – all steps were completed or goal was met, example: the lead was converted to a member
Player-by-Player detail now available below the Club-level summary.
Enhanced TEXT detail, now allowing you to see:
- Texts Scheduled
- Texts Sent
- No Cell Phone / Invalid Cell Phone
A mandate was passed on to ABC DataTrak by the card brand holder, stating that in order for ABC DataTrak to store credit card numbers and information, explicit consent must be received to adhere to PCI compliance. ABC DataTrak then released the ABC Pay Page to ensure that consent was being received, and mandated the integration with few exceptions. The exceptions are extended to very few, and only on the condition that the user interface achieves the appropriate language presentation and collection of consent to store the information securely.
As requested by ABC, the VFPnext Digital Enrollment has now fully developed the integration with the ABC Pay Page.
This affects only those with ABC as their Billing & Management Company. This may or may not affect the look & feel your presentation. Please contact us with any questions, and if you are affected by this change, please review the new process carefully and let us know if you have any questions.
DGR Enhancement for Related records and Family Members.
When a guest registers with a duplicate (already existing) email or cell phone, the DGR now gives the guest additional options – and better transparency – about related records:
This email / cell is already in use, is this you?
- No (this is not me) – selecting this option returns the user to the Registration screen to enter a new email or cell phone number.
- No, the record is a family member’s and I am under 18 – selecting this option:
- Returns the user to the Registration screen
- Accepts the duplicate email / cell value
- Makes the missing fields optional
- On the Lead Detail Info Page, notes the Referring Member (or Lead) and marks the Relationship as Family
- No, the record is a family member’s and I am over 18 – selecting this option:
- Returns the user to the Registration screen
- Accepts the duplicate email / cell value
- Makes the missing fields required
- On the Lead Detail Info Page, notes the Referring Member (or Lead) and marks the Relationship as Family
- Yes (this is me) – selecting this option returns the user to the Registration screen where all previously saved information is visible.
- Signature for the Guest Waiver will be required if missing.
- Any missing fields will also be required.
VFPnext is proud to announce integration and support for Jonas Compete!
Enhancement to the Lead / Member Detail page, Calendar.
- Now see all scheduled Events for this lead / member on the Calendar Tab: Texts, Emails, Calls Tasks, and Appointments
- See total count of communications for the lead / member by the date
- Ability to schedule an Appointment
- Ability to schedule a follow-up communication step
Enhancement to the Lead / Member Detail page, Notes.
- Appointment Notes
- Updated Event Notes
Enhancement to the Lead / Member Detail page, Info.
For related records, the existing phone number will be copied to the Emergency Contact field which is now available on the Lead / Member Info tab.
Enhancement to the integration with Netpulse through ABC DataTrak.
Allowing you to see the referring members name when receiving referrals from Netpulse.
NEW! Option for plain-text emails in the track step* setup and One-Time Message modal.
*available to track developers only who have completed the required training.
NEW! Added Site Name (or Club/Brand Name) as a merge variable for dynamic use in emails, texts, and call scripts in the track setup* and One-Time Message modal: [SITENAME]
*available to track developers only who have completed the required training.
6.0 | Key Features
View video highlights of the Key Features in the 6.0 Release
VFPnext 6.0 Release | Key Feature
Digital Guest Register – Related Records
Click Here to view in hi-res.
VFPnext 6.0 Release | Key Feature
Next CRM – Lead & Member Detail – Comms & Notes
Click Here to view in hi-res.
VFPnext 6.0 Release | Key Feature
Next CRM – Campaign Reports – More Information Visibility
Click Here to view in hi-res.