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Harmony Release 11.14.1

As you are aware that Harmony has expanded over the past few years, so has its complexity. Just like with any feature rich product, maintaining simplicity while enhancing functionality is critical for usability.

Presenting the new set of features as a part of our regular Harmony upgrade. Most of these features will be available by default on all country instances.


Enhancements:



Manage Course Types screen & Manage Event Types screen in Harmony now has a filter enabled to search course/event types based on available criteria. Admins who have access to System Settings module can search course/event types using course type name or ID.




Similar to adding custom names for events, NAs can now add custom names for courses. This can be done for any of the course types under System Settings > Course Settings > Manage Course Types. Once the custom names are added, they appear as a dropdown option while announcing new courses or while editing existing courses. The course names can also be seen on various Harmony pages and emails, which can be referred to here <add PPT link>.

Course name aliases will also be shown on the course details page on the Art of Living Website.

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Teachers, program organizers, or any role in Harmony who can edit participant information can now add a Memo against a participant record. This will help anyone looking at the record know if there are any particular details of the participant. After adding the memo, a memo Icon will start appearing against the participant record, and the memo added will be reflected on the View Participant Details page.




As per the recent directives from The Secretariat, only National participants are allowed to register for the courses/events announced in that country’s Harmony. Anyone trying to register from a location outside the country will not be allowed to register for the courses/events of that country. This restriction is based on IP for all online and offline courses/events.




Currently, when a participant is transferred from course A to course B, the teacher of course B has no background of the participant. A new Course transfer details table is added in Harmony under the participant details page whenever a participant is transferred from one course to another. This is in order to make transfer details of the participant visible to teachers of both courses.


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UTM parameters will be stored in Harmony whenever a participant registers with a URL having UTM parameters. NA, PO & Teachers can see UTM parameters (ID, Source, Medium, Campaign, Term, Content) on the participant details page or in participants' export to CSV file.




The current functionality allows for sending Reminder Emails to Participants at a scheduled time for both courses & events. This functionality has been enhanced to schedule and send more than one email to the participants at various intervals before as well as after the course/event completion. Each scheduled email can be also targeted to a subset of participants for the course or event, as per various filtering options available within the module.




To get more details on eligibility criteria for any event, NAs can now add a customized question that can be used to ask more details about eligibility criteria. NAs can enable and edit the question under System Settings > Manage Event Types for the particular event(s). Answers entered will be reflected in the Print registration form.




The Course Start Date is a new filter available in the Account Revenue Data and Account Expense Data reports, which the admins can use to get more accurate reports based on the start date of Courses.




To avoid multiple refunds being initiated for a single participant record due to various reasons, the ‘Approve’ / ‘Decline’ button on the Refund page will be disabled once there is an existing refund request initiated. In case of multiple refund attempts, Harmony will display a note indicating the presence of an existing refund request.




The following region specific enhancements have been done:

      1. Invoice for Italy

          Invoice for Sale transaction is now enabled in Italy for Courses.

    • Invoices will be available to download.

    • Invoices will be downloaded only in the Italian language.

      

      2. Invoice for Austria  

          Invoice for Sale and Refund transactions are now enabled in Austria

    • Invoices will be available to download

    • Invoices will be present as an attachment in the registration confirmation email to participants

    • Invoices will be sent/downloaded only in the German language.

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