Update Report: June - August 2024
New Features
1. Added Resource Type (August 20, 2024)
Description: A new resource type has been added, allowing resources to be categorized into hardware, insurance, or questions. Each type is associated with a specific color code, making it easier to view resources in session details.
Benefits :
Improved resource organization on the session management interface.
Ability to automatically add each type of resource as an “extra” using the assign-resource functionality, which optimizes the planning process.
2. Pin Teams in the Selection Menu (August 14, 2024)
Description: It is now possible to pin teams so that they appear first in the list, making it easier to quickly access frequently used teams.
Benefits :
Save time for users managing multiple teams.
Better management of favorite or priority teams.
3. Email Notifications upon Participant Removal (August 14, 2024)
Description: A new option in the team settings allows you to enable sending an email notification each time a participant is removed from a session.
Benefits :
Strengthening the monitoring of important changes to registrations.
Improving internal communication within teams.
4. Integration with Pennylane (August 12, 2024)
Description: Full integration of Pennylane for teams, allowing the automatic creation of invoices and credits when locking/unlocking orders, as well as writing to the cash journal and OD when paying fees.
Benefits :
Automation of accounting processes.
Reduced errors due to manual entry.
5. Management of the Order of Staffs by Week (August 6, 2024)
Description: A specific feature has been added to order the staffs differently each week. This update impacts the display of the schedule and the determination of the assigned staffs on the virtual.
Benefits :
Increased flexibility in managing teams according to weekly needs.
Optimized session organization according to weekly preferences.
6. Timeline Module Default on All Subscriptions (June 18, 2024)
Description: The timeline module has been enabled by default for all subscriptions, providing a chronological view of activities and sessions.
Benefits :
Improved visibility of planned activities.
Simplified schedule management for all users.
7. Improved Management of Participants Without Details Requested (June 24, 2024)
Description: For products where participant details are not requested, a new management has been implemented, allowing the main customer to be assigned as the default participant, thus avoiding duplicate errors.
Benefits :
Reduced errors when managing registrations.
Increased fluidity in order management without the need for additional details.
Important Fixes
1. Critical Crash and Malfunction Resolution
Session Group & CheckOrder (August 19, 2024): Fixed a critical crash related to missing onlineavailability when checking orders.
Planning (August 6, 2024): Fixed a critical crash on the schedule when using tag-based filters.
Variant Management with Options (July 2, 2024): Fixed several crashes related to managing variants with options and price variations.
2. Rights and Access Management Improvements
Email Sending Permissions Control (August 19, 2024): Fixed an issue where permissions to send emails to participants were not properly checked, ensuring better security.
Access to Fee Details (August 12, 2024): Fixed a bug that prevented access to fee details for staff.
3. Performance and UX Improvements
Order Filtering Review (July 30, 2024): Optimized display of filters and better management of proximity and locations in search modules.
UI/UX Improvements (August 12, 2024): Improvements to popup handling and user interface for a clearer and more intuitive display of long options.
Participant and Customer Management (June 24, 2024): Return to the old participant and customer management in certain cases to avoid errors related to the duplication of order contents.
Notable Changes
1. Renamed Material to Resources (August 20, 2024)
Description: All items previously categorized under "Material" are now grouped under the name "Resources".
Impact: Unification of terms for better consistency in the interface and reports.
2. Stripe Notification System Update (August 12, 2024)
Description: Added red banner notifications for Stripe Express accounts, indicating critical statuses such as migration requirements or account limitations.
Impact: Improved proactive communication with users about their Stripe accounts, minimizing service interruptions.
3. Recalibration of Participants during Disaggregation (July 24, 2024)
Description: Implemented smart participant management when disaggregating orders, trying to group participants into the same session if possible.
Impact: Improved organization of participants during schedule changes.
4. Change of Participant Management in the Event of Absence of Details (June 24, 2024)
Description: Reverting to the old method of managing participants when details are not requested, to avoid errors of duplicating order contents.
Impact: Simplified the participant management process for products that do not require details.
This detailed report covers the updates made to Yoplanning from June to August 2024, including new features, fixes, and significant improvements. These changes aim to optimize the user experience, strengthen resource management, and offer increased flexibility in organizing sessions and teams.
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