AudienceView Unlimited 7 Release Notes

NEW FEATURE

Add option to break down settlements by sold admissions, charges and payments by role.

Users can now choose to group price types by 'Name' or 'Group' in the Sold Admissions section of the Organization Management application Settlements|Settlement page, and to break down Sold Admissions, Charges and Payments by role. These options were previously only available in the Settlements|Report page.

AVD-19633

AVD-20676

NEW FEATURE

Add the Event Pacing report.

The Event Pacing Report displays projection, budget, actuals, paid, unpaid, comps, holds and opens for events. It can be run for a specific date range, as well as including sales counts and amounts for two additional date ranges.

AVD-21510

NEW FEATURE

Points-based Event Sale Calendar

Points can now be added to an incremental membership for a given event, bundle, gift or miscellaneous item.

Points can be expired on incremental memberships by deleting the points. Points can only be added and deleted in the AudienceView Desktop using the newly redesigned Customer Services application.

It is now possible to define single point ranges on a membership (e.g. 1 to 1, 2 to 2). Consumers can now see their current points total and activity related to that total on the accountPoints.asp page (AVD-21648).

Five core scripts have been added to add and delete points using either a BI, New BI or .CSV source file (AVD-21810):

•Add Membership Points for Bundle Activity

•Add Membership Points for Event Activity

•Add Membership Points for Gift Activity

•Add Membership Points for Miscellaneous Item Activity

•Delete Membership Points

AVD-21524

AVD-21810

NEW FEATURE

Add a Delivery Method|Location page.

The General Configuration application Delivery Method|Location page has been added to allow you to restrict delivery methods based on the shipping customer's address.

AVD-21535

NEW FEATURE

Add the End of Day by GL Code report

The End of Day by GL Code report displays payments and allocations for a given time period by GL code; Venue Group; or Venue Group, Event Series and Item Category. This report displays how payments are allocated to events, requests, charges, funds, gift certificates/cards and miscellaneous items. Items with more than one category will appear multiple times.

AVD-21643

NEW FEATURE

Allow single point ranges memberships levels.

The 'Min' and 'Max' fields in the same row on the Product Configuration application Memberships|Levels page can now contain the same value so that single point levels can be used.

AVD-21644

NEW FEATURE

Online - Add the accountPoints.asp page to display membership points.

The new accountPoints.asp page has been added to display the loyalty points that the customer has collected through incremental memberships. This page does not show point deletions.

If there are no points then the Points - No Loyalty Points article is displayed.

It is highly recommended that you do not enable the accountPoints.asp page and the Customer Value functionality.

AVD-21648

NEW FEATURE

API - add the addPoints action to the customer entity.

Adds an amount of points to specific memberships on the customer. It will add the membership if the customer does not have it. Otherwise it will incrementally increase the total amount of points on that same membership.

AVD-21653

NEW FEATURE

API - add the deletePoints action to the customer entity.

Deletes specific points records from customers, updates the corresponding memberships total points and adjusts any benefits on the customers.

AVD-21654

IMPROVEMENT

Allow users to load bundles using the core Load Orders script.

The preloaded Load Orders script has been updated to the allow you to load bundles to orders.

The existing source file structure has been retained; however, the following source files can now optionally include bundle_name and element_name columns:

•admission_source_best_available.csv

•admission_source_by_seat.csv

If a bundle_name value is supplied, the script will attempt to add the admissions as part of the specified bundle. If a bundle_name value is not supplied, the script will add single admissions as in earlier versions. The element_name value is only required if the event is part of multiple elements.

The following source files can now optionally include a bundle_name column:

•gifts_source_file.csv

•miscellaneousItems_source_file.csv

If a bundle_name value is supplied, the script will attempt to add the gifts and miscellaneous items as part of the specified bundle. If a bundle_name value is not supplied, the script will add single gifts or items.

Limitations:

•The script does not currently support assignment of bundle instances to other customers.

•There is currently an issue with providing admission prices in the source file (as opposed to drawing the price from the configured price chart).

AVD-5396

IMPROVEMENT

API - Add a user-friendly interface when adding admission via the order entity's addBundleSeats and getBundleBestAvailable actions.

AVD-17096

IMPROVEMENT

Replace Per Series with One Time contract event fees

When configuring a contract on the Organization Management application Contracts|Fees page, you can select One Time as an 'Option' for an event fee. These fees will be deducted once per settlement, regardless of the number of events in the settlement.

The layout of the Settlement|Basic page is now dynamic based on whether or not a One Time fee is present. If there is a One Time fee, the remaining settlement amount is rolled up into a single value instead of being displayed for each event.

If you were previously using Per Series fees, you can achieve the same outcome by setting up one settlement per series and using a One Time fee.

AVD-19636

IMPROVEMENT

Allow users to overpay settlements.

The overpay 'Action' has been added to the TSsettlementBO on the Application Security application Group|Permissions page. When enabled, users can overpay a settlement.

AVD-19689

IMPROVEMENT

Add .CSV output for Tax Receipts and Thank you letters.

A new Tax Receipts and Thank You Letters extract has been added to the Utilities application Pledges|Tax Receipts and Pledges|Thank You Letters pages' 'Extract Template' dropdown, allowing you to extract the data, and create Microsoft Word merges.

The .AMM output that integrated with Microsoft Word has been deprecated. All other functionality remains the same.

AVD-20495

IMPROVEMENT

Invoice configuration and style.

•The Order Confirmation Email template and Invoice Confirmation template Registry nodes have been combined into a single node called Registry::EN::Application::Invoice::Order Confirmation Invoice node.

•A new Registry application System::Application::Invoice::Invoice Styling node has been added to allow users to control font sizes, colours, fonts and headers and footers.

•All other branding comes from the Registry application Registry::EN::Application::Invoice::Invoice Brands node.

•The 'header_text' and 'terms_and_condition' fields have been added to the new Registry application Registry::EN::Application::Invoice::Invoice Brands::Default Brand node. You can configure additional brands and set the brand on the role. If there is no brand set on the role, the Order Confirmation Email template and Invoice Confirmation template will use the values set here.

•The locations of the customer and organization information have been switched so that organization information is at the top and customer information is at the bottom.

•The 'Sales Rep' field has been removed.

AVD-21039

AVD-21642

IMPROVEMENT

Widen the 'Email' field on the Business Intelligence and Reports application Generated Reports|Parameters and Saved Reports|Parameters page.

AVD-21404

IMPROVEMENT

Increase the speed of TSmapBO and TScontentBO extracts.

These performance boosts are particularly helpful for API users who may want to use the extract API methods for searches to power a custom online or mobile app.

AVD-21574

IMPROVEMENT

New Desktop - Move the 'Get Seats' button to underneath price type input.

To reduce scrolling, the 'Get Seats' button on the new Customer Services application Events|Quick Sale page has been moved from the bottom of the page to just below the '+ Add Price Type' button.

AVD-21629

IMPROVEMENT

Add Lists and Account Linkage Type as Search Entity Objects.

AVD-21637

AVD-21638

IMPROVEMENT

Add the Customer Membership Points entity to TSsearchBO.

AVD-21645

IMPROVEMENT

Allow DataMonkey jobs to use New BIs as data sources.

AVD-21674

IMPROVEMENT

Remove rewrite rules from IIS configuration.

AVD-21709

IMPROVEMENT

Update the handling of sites (or microsites) to ease the deployment process.

Sites (or microsites) no longer need to be configured as separate applications in IIS.

AVD-21710

IMPROVEMENT

Add the 'Organization' field to the Customer Services application Events|Search page.

The 'Organization' field to the Customer Services application Events|Search page to allow users to search for events based on the organization producing or promoting the event.

AVD-21731

IMPROVEMENT

Remove 'MailHost' from the Registry.

The Registry::EN::Session node's 'MailHost' field has been has been removed. To set the mailHost and marketingMailHost, update the relevant values in default.json.

AVD-21761

IMPROVEMENT

Online - Allow the 'Continue Shopping' button to return customers to the brochure site that brought them into AudienceView.

When URLs linking a brochure site to the AudienceView Online contain the Sessionsecurity::referrer parameter, users will be returned to the brochure site when they click the 'Continue Shopping' button.

The parameters are as follows:

•&SessionSecurity::referrer - when clicked the user will return the site they came from

•&SessionSecurity::referrer=[ABSOLUTE URL] - when clicked the user will be redirected to the specified site.

If the parameter is not set on the incoming URL, then clicking 'Continue Shopping' will direct the user back to the online default page.

AVD-21821

FIXED

The caps count is being updated during validation.

AVD-20264

FIXED

Google Map URLs cause mixed content warning messages on the Event Configuration application Venue|Basic page.

AVD-20317

FIXED

Online - Memberships are not validating properly, allowing for improper use of promotions.

When items that were added to the shopping cart gave the customer a membership, and then those items were removed before the order was created, any promotions that were activated remained active throughout the order. This sometimes granted customers access to special events or pricing. The benefit and promotion were also becoming active immediately, regardless of what 'Valid from date' was set on the membership or benefit.

This has been corrected.

AVD-21439

FIXED

When a price chart has a promotion code and an unpriced price zone in the same row on the Event Configuration application Price Charts|Pricing page, the unpriced zone gets repriced to 0.00 and can be purchased admissions for free.

AVD-21461

FIXED

Payment allocation errors after deleting items from an order can lead to data corruption.

AVD-21257

FIXED

Desktop - Cannot sell comp tickets using the Events|Quick Sale page in the new Customer Services UI.

AVD-21541

FIXED

DBNETLIB error shuts down Server Updates

AVD-21582

FIXED

The Customer Load Data Management script is not adding memberships to customers when the memberships are supplied in a separate source file.

AVD-21664

FIXED

Improve performance by removing unnecessary queries to ts_customer_account_balance.

AVD-21681

FIXED

Payment fees are not displaying nothing is selected under Organization Management application Contracts|Basic page's 'Charge Types to Deduct from Settlement' field.

AVD-21694

FIXED

When the Event Configuration application Events|Ticket Usage page is loaded for a GA event, the page displays the information for the most  recently loaded reserved seat event.

AVD-21724

FIXED

The Customer Services application Customer|History|Gifts page take a long time to load.

AVD-21739

FIXED

Manually editing charges and amounts can lead to orders needing data fix

Sometimes when items with charges were changed on the order, the old charges were not being cleared fully, causing the An order charge is being loaded that has no corresponding parent message to appear. We now always check for terminated charges.

AVD-21750

FIXED

Online - When an article fails to load it can sometimes leads to an order rollback. The customer is sent an order confirmation without an order being created.

AVD-21832

FIXED

Errors occur when information is extracted from feedSearch.asp.

AVD-21976