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Release Notes - August 2023

PlayerFirst platform release notes for August 2023, migrated from Confluence.

August 30, 2023

COMMIT #: bbf043c

Updates

Communication

  • SendGrid (GWU-3261)

    • Update: Improved error logging in the email workflow, making undelivered messages and outages easier to troubleshoot.

Program

  • Registration Details/Edit Payment Plans (GWU-2983)

    • Previously: The icon to view a payment plan schedule and fees was an "Edit" icon, causing confusion.

    • Update: The icon is now a "View" icon to clarify it's for viewing, not editing.

Bugs

Communication

  • CKEditor (GWU-3266)

    • Previously: Users couldn't crop images when creating a template.

    • Update: Users can now crop images when creating a template.

  • Create Message (GWU-3239)

    • Previously: Copy-pasting multiple buttons into an email body only kept settings/link access for the most recently pasted button.

    • Update: All pasted buttons retain their settings and remain clickable/linked.

Location

  • Edit Location (GWU-3094 & GWU-3095)

    • Previously: Adding an image or PDF to a location didn't preview or link correctly.

    • Update: The image or map link now previews to the right of the Upload Box.

Program

  • Registration Details/Division Details (GWU-3090)

    • Previously: Editing a row with accented characters redirected to Registration Details with an HTML content warning.

    • Update: Accented characters are now allowed without triggering the warning.

Sales

  • Invoices (GWU-3232)

    • Previously: An invoice without a real Due Date used its Created Date for display, but had no actual due date in the database, so Minimum Payments processing never treated it as past due.

    • Update: The invoice creation date is now saved as the due date in the database when none exists.

  • Invoices (GWU-2704)

    • Previously: Auto-reallocate's order of operations performed poorly on invoices with multiple refunds.

    • Update: The order of operations was updated to better reallocate invoices, including those with multiple refunds.


August 22-24, 2023

COMMIT #: a620929, 11a73e1, d48404d

New Features

PlayerFirst Login Workflow Update

  • Redesigned login workflow with a simplified account creation process.

  • Multi-Factor Authentication (MFA) for backend users, applied per brand: using "Switch Brand" keeps a user logged in without re-MFA, but visiting a brand's site directly (not via Brand Switcher) while logged out requires MFA. MFA is valid for 90 days per brand.

Payment Plan Installment Fees

  • Club Season Programs created after August 15, 2023 now require a $10 minimum installment fee per scheduled payment.

Updates

Communication

  • Communication (GWU-3183)

    • Previously: Marketing Emails were prioritized in the send queue.

    • Update: Transactional Emails now take priority over Marketing Emails in the send queue.

Sales

  • Discount Codes (GWU-2001)

    • Update: Clicking the eyeball icon in the Actions column on Discount Codes now opens a table showing First Name, Last Name, User, Invoice ID, From Item, Amount (Discounted), Date Used, and Limit. This applies only to discount codes used from August 23, 2023 onward, not retroactively.

  • Invoices (GWU-3092)

    • Previously: "Pay Multiple Invoices > Pay Partial Balance" ordered steps as Confirm Invoices, Payment Amount, Payment Method, Payment Allocations, Payment Complete.

    • Update: Payment Method now comes after Payment Allocations, ensuring transaction fees display correctly when some invoices are fee-exempt and others aren't.

  • Lodging Sales/Hotel Admin Link (GWU-2072)

    • Update: The Hotel Admin Link page (accessible from Lodging > Edit a Lodging Item > Occupancy Report) now supports manual entry of confirmation numbers during the reservation period and Final Pickup Numbers afterward.

Bugs

Dashboard

  • A/R (GWU-3241)

    • Previously: The Collected Fees Over Time tile showed $0 for "Handling" instead of pulling actual data.

    • Update: "Handling" now shows correct data when it exists.

Front-End

  • Teams/Roster Management (GWU-2978 & 2979)

    • Previously: Choosing "Start from Scratch" or "Copy Players" for one team's roster incorrectly applied to other teams too.

    • Update: The choice now only applies to the specific team selected.

  • Orders & Payments (GWU-2944)

    • Previously: The only minimum payment option for a past-due invoice was the full amount due.

    • Update: The minimum payment is now $1 when no payment is due within 7 days; if a payment is due within 7 days or past due, the minimum equals that due amount.

Programs

  • Registration Details/Advanced Filters (GWU-3079)

    • Previously: Program-level Start/End Date filtering ignored time zones, excluding expected programs.

    • Update: Filtering by Start/End Date now adds a buffer day on each end to account for time zone differences.

Sales

  • Invoices (GWU-3177)

    • Previously: The system blocked negative payments for External ACH and External Credit Card with an alert.

    • Update: Negative payments are now allowed via External ACH and External Credit Card.

  • Invoices (GWU-3087)

    • Previously: Searching invoices by a single-character name (e.g. "3 Point") returned no results.

    • Update: Single-character name searches now return results.

  • Lodging/Stay to Play (GWU-3176)

    • Previously: The program field placeholder didn't show the closing parenthesis for max programs searchable (e.g. "Programs (Max 20").

    • Update: The placeholder now correctly shows "Programs (Max 20)".

  • Lodging/Stay to Play (GWU-3137)

    • Previously: Sending a communication after filtering to a program, then filtering to a new program, reverted the Program filter to its initial value.

    • Update: The filtered program value is now retained after sending communications.


August 17, 2023

COMMIT #: 67b208d

Bugs

Communication

  • Create Message: "Include Recipients username at end of email" didn't actually include it — the username now displays when the checkbox is selected. (GWU-3133)

  • Create Message: fonts applied to bulleted text in an email didn't visibly apply or carry through to the sent email — fonts now apply correctly to bullet point text. (GWU-3042)

  • Create Message: removing a Brand via the Back navigation still allowed adding recipients from that removed Brand later — recipients can no longer be added from removed Brands. (GWU-2917)

Front-End

  • Teams: renaming a team on my/teams and then adding a game/practice showed the old team name until a game/practice was created — the saved name now displays correctly immediately. (GWU-2905)

Program

  • Registration Details/Division/Status: the waitlisted time on Divisions > Status and Details pages displayed in GMT — it now displays in the user's local time (based on brand time zone) with the time zone shown. (GWU-3088)

  • Registration Details/Divisions: a division with no team/athlete registrations, added to a cart but not checked out, didn't show on the Divisions tab — it now shows regardless. (GWU-2524)

Travel First

  • Lodging Sales/Stay to Play: the "select all" checkbox on the Stay to Play table selected an incorrect count (e.g. 501 instead of 500 visible) and could span across tables — both issues are fixed. (GWU-3152)

  • Sales/Lodging/Product Details/Occupancy Report: cancelling/refunding a hotel reservation via "Cancel/Refund" on the Occupancy Report didn't work as expected — reservations can now be cancelled and refunded/prorated directly from this page. (GWU-3017)


August 14, 2023

COMMIT #: 515868c

Updates

Dashboard

  • A/R: added a Calendar Year filter to the Collected Fees Over Time tile (strict December 31 cutoff). (GWU-3153)

Program

  • Edit Program: refined jersey rollover — with the Rollover setting enabled, a player's jersey number carries over from their last roster only when added within the same Program (not just the same Brand). (GWU-2028)

Bugs

Communication

  • Create Message: the main header logo could distort when using the crop tool — image dimensions are now maintained correctly. (GWU-3080)

Program

  • Edit Program: switching divisions on the Divisions tab while the current one had an incomplete required field loaded the new division's dropdown but kept editing the old division — the new division's data now loads correctly regardless of incomplete requirements. (GWU-2685)

Sales

  • Discount Codes: users could create a duplicate discount code name — this is now blocked with an alert requiring a unique code. (GWU-2970)

Team

  • Team Management/Roster Management: editing a blank tryout number and saving threw an error page if any athlete had an empty Tryout # — this is fixed. (GWU-3139)

  • Team Management/Roster Management: exporting data left Jersey Number and Tryout Number columns blank — both now export correctly. (GWU-3083)


August 10, 2023

COMMIT #: b0c28b3

Updates

Travel First

  • Lodging: fixed an issue where editing inventory on a newly copied (unsaved) lodging entry could propagate or delete changes on the original copied entry — changes now only affect the new copy. (GWU-3063)

  • Sales: added email capability on the Stay to Play page to remind team contacts to create their room block. (GWU-3045)

  • Sales: added a new waitlist page in Lodging Sales that notifies the Travel Director when teams are added to the waitlist. (GWU-2069)

Bugs

User

  • Profile Tags: saving a large number of emails to a profile tag at once caused the page to time out (though the tags actually saved) — the page no longer throws an error. (GWU-3075)


August 9, 2023

COMMIT #: 961e428

Updates

Communication

  • Messaging History (GWU-2770): added stat columns (Deliverability Rate, Bounce Rate, Spam Rate, Unsubscribe Rate, Total/Unique Opens, Total/Unique Link Clicks); removed the link from the Recipients column, relabeling it "PlayerFirst Recipients" and adding a new "Email Recipients" column; added an Analytics button in Communication History's actions column linking to these stats.

Bugs

Communication

  • Create Message: SMS messages showed a recipient count of 0 and blocked sending — the correct count now shows. (GWU-3076)

Sales

  • Invoice: scheduled payments run via Auto-Run weren't charging transaction fees — transaction fees are now applied correctly on Auto-Run. (GWU-3127)


August 8, 2023

COMMIT #: 374bc15

Updates

Communication

  • Create Message: added a College column (next to User ID by default, movable via Customize Table) showing Coaches' school info in the distribution list preview. (GWU-2235)

Program

  • Registration Details/Controller Totals: added a "Program Registered" column to the Controller Report page. (GWU-3068)

Sales

  • Inter-Brand Reversal: added a modal simplifying the workflow for reversing inter-brand discounts/prorates when removing a team/athlete from a registration. (GWU-2560)

Team

  • Team Management/Roster Management: added a "tryout #" column to Team Management. (GWU-1841)

Users

  • Recruiting Profile: renamed "NCAA ID" to "NCAA ID/Member ID". (GWU-3098)

Bugs

Sales

  • Payment Plans/Add-On: users could accidentally enroll twice in a payment plan when a division was an add-on for another division in the same program — this duplicate enrollment no longer happens. (GWU-3101)

Team

  • Team Reporting & Management: Yes/No filters under Customizable Table weren't producing correct results — this is fixed. (GWU-2974)

Users

  • Recruiting Profile: removed the logic restricting school search to a certain mile radius from the profile's zip code. (GWU-2823)


August 1, 2023

COMMIT #: 0a02499

Updates

Communication

  • Communications Admin Role: can now send a transactional email to over 10k recipients when sending to 6 or fewer programs under the same brand. (GWU-2996)

  • Create Message: added a "Unique Emails" column showing the total distinct emails associated with a profile tag. (GWU-3054)

  • Create Message: the email footer URL now pulls from the "Main Link" field instead of "Website Hosts" in Site Settings. (GWU-3074)

  • Sidecar: added Threads as a social platform link option under Site Settings → Communications. (GWU-3036)

Program

  • Edit Program: updated Program Short Name flow to ERP. (GWU-3012)

Sales

  • Invoices: account credits could previously only be created for fully-paid line items — an "Overpayment to Credit" button now lets admin automatically credit a user's account for any overpayment on an invoice. (GWU-2510)

  • Invoices: "Pay Multiple Invoices in Full" now supports partial payments; if paying by check, the handling fee only applies to the first invoice. (GWU-2605)

Shop

  • Parking/Gate: added a fallback link under the QR code image in purchase confirmation emails, since Outlook blocks images from untrusted sources by default. (GWU-3048)

Team

  • Team Reporting: added Athlete's School, City, State, and Zip columns to the Recruiting tab. (GWU-2877)

Travel First

  • Lodging Sales: added a new "Stay to Play Requirements" page to top navigation, tracking teams that have met stay-to-play requirements. (GWU-2073)

Users

  • Create an Account: admin creating a user account no longer requires setting a password. (GWU-3035)

Bugs

Communication

  • Data Tokens: fixed tokens not populating data in the Subject Line of a test message. (GWU-3041)

Program

  • Bulk Registration: reworked how custom waiver question responses are handled behind the scenes to resolve several bugs, with no visible UI changes. (GWU-2901 & 2962)

  • Bulk Registration: required confirmation-type custom questions could previously be bypassed during bulk registration — an alert now blocks progress until required questions are answered. (GWU-2743)

  • Bulk Registration: answers containing quotes (single or double) weren't displayed anywhere — quoted responses are now accepted and displayed. (GWU-2733)

  • Registration Details: the Waitlisted filter on the Details page's customize table didn't show Yes/No options like the Status tab's filter — it now uses Yes/No responses consistently. (GWU-2854)

Sales

  • Invoices: searching invoices by an athlete's first name returned inaccurate results (last name search worked correctly) — search now matches on full name for more accurate results. (GWU-3047)

Schedule

  • Bulk Edit: scheduled games with TBD teams (e.g. tournament finals) showed blank Team 1/Team 2 columns — they now display "TBD". (GWU-2873)

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