Wednesday, June 9, 2021

MYLEGION UPDATE From the National Office

Update on from National Office
Dear Post Commanders & Adjutants,

The following information is an update from the National office concerning the new MyLegion website. They continue to find problems and apply fixes.

Subject: Memo - Update on Personify
To: All Legion Leadership
From: Director, IT
Date: 6/8/2021
Please continue to encourage those having issues to send an email to to ensure we are tracking the issues being experienced in the field. We are implementing tighter command and control of work items with the expectation that we will be able to do a better job of estimating delivery dates. We are still playing catch up with post "Go Live" tasks targeting the most critical items first. Some items may not appear to be "critical" on the surface, but the underlying data requires attention before we can address other items in the list.
Global Member Search is available to Departments and Posts. NHQ reports have been excluded from this update. The base set of data created to support NHQ is now being used to more rapidly build reports for Departments, Districts, Counties, Posts, Detachments and Squadrons
Completed reports
·        ALL LGN Members CSV
·        Post by District with ALL HQ Transfers
·        Post by District with Encumbered Transfers
·        HQ List
·        Post Current Roster
·        Find Members in my Area
·        Legion 3x10 Labels
Reports in Development (Target delivery by end of June)
  • CPR Progress report
  • 2022 SAL Membership Cards
  • Post Online Transmittal Report
  • Department Membership Report
  • Detachment Membership Report
  • Online Renewal Report
  • Monthly Financial Statements
  • Transfer Report
  • USAA files
  • State Paper Labels Report
Upcoming Reports for development (Target delivery by July 30)
  • Revitalization reports
  • Committees and Commissions
  • Call List
  • Comm/Officer Lists/Labels
  • Archived Transmittal Report
Development and Data Issue and Task Tracking
The following exhaustive list of items were pulled as "raw" items from the Personify/TAL work tickets:
Implementation Fixes and Tasks in progress
  • Credit Card Error
  • "Cut" webi report vanishes
  • Transmittal History (bug)
  • Continuous Years are not being updated when member renews.
  • Batches switching from Posted to marked for Posting
  • Transfers showing a balance due
  • View Members in Pgo for a Subgroup (Post) isn't pulling any members back.
  • Duplicate Addresses for Department records
  • PUFL - Paid in Full Discount Code
  • WEBI Report launches automatically when opening BI Launcher
  • Extract for Department Revenue Job
  • New DMS Member showing as expire w/no Dept/Post assigned
  • Can't access test database from SQL Manager
  • List Price (Dues Amount) for HQ Admin is 0.00
  • Transmittal History - Transmittal Date Not Correct
  • End date on Leadership Incorrectly changes Segmentation
  • Group Attributes: Add email address and website
  • Hand Keyed DMS issues
  • How to enter District/County Dues
  • Additional Activity (MMIS Comments) records
  • Quick Pay Renewal - A Critical Error has occurred
  • Add Newsletter Error
  • Process to pull DMS Fulfillment Letter
  • Dept Transmittal Performance issue
  • Cache (MyGroups)
  • DMS Fulfillment Extract Process
  • Department leadership can manage users
  • P360 (out of the box) Renewal File Create
  • Magazine Extract
  • Committee - Dept Service Officers missing Dept
  • New City/Zip Code
  • Creating Payment Schedule for existing PUFL TP
  • Unable to create a proforma for expired mbr in PGO
  • Changing a regular member to an Honorary member
  • Duplicate members
  • Fix Email Issues - Dupes and Appended
  • Delta Deceased Members
  • Multiple membership purchases
  • Authority to transfer members
  • Time Out error attempting to transfer an SAL Mbr
  • Log out caching issue
  • Looking up permissions
  • Member address info
  • Duplicate lines - Online transmittal for transfers
  • Signup Session Expired. Please Restart Signup Process.
  • PUFL member transfer showing a balance due
  • The Amateur Radio Club Committee response time
  • Primary Address assignment
  • Email Address entry
  • Member Transfers - Expires
  • Transmittal history- pre go live history needs to be exposed
  • Roster load limits
  • Dept Users having trouble gating to EBiz online Transmittal
  • Managing User Permissions and Web Segmentation
  • Code needed on all pages on all pages for Google ads to load when we do not have a native ad to serve.
  • Orders/Financials - Balances in PPL with full payment and refund
  • RCA - Dr/cr memos not being distributed correctly
  • TAL Statements
  • Add of Constituent record by Department Leadership
  • IDP process and duplications requiring merges
  • Edit Bank Info
In Queue
  • Foreign Posts with Letter/Number Combo
  • PGo issue: Entry of Key Code linked to Market code, does not populate market code
  • PUFL Renewals For April off of MMIS
  • 2021 Dues Not Realized
  • Online batch added to a scanner batch
  • Extract for PUFL Plastic Cards
  • Issues with Direct posting batches
  • Opt in / out page (CR)
  • Support Questions for request to remove
  • Auto-Renew Extract (Rate Differs during Transfer)
  • Dual member, only one dept. can search
  • Batch Control Summary
  • SAL Squadron Rates
  • Online Transmittal Report
  • Declined Transmittal Report
  • Email on Multiple Records
  • Add Orders from PUFL Check Run on 4/1/2021
  • Transmittal Completion Email
  • Segmentation Rules
  • Open Transmittal Email Text
  • Duplicate Service Officers
  • Monthly PUFL Check Run
  • Reactivating a deceased PUFL member
  • DMS proforma orders
  • TAL200- Alias management for SAL related files
  • Missing description (fnd product dept_cash) - converted data
  • Deceased user groups and committees still active
  • Can we add "username or email" to the sign in and password request
  • Fund Raising Acknowledge Letters
  • Default Post Image (PGO)
  • Member renewal activity
  • Committee Positions need attention
  • SAL/TAL member records not consolidated
  • Duplicate memberships in 2019
  • Delta product pricing
  • Dept Leaders and transfers
  • Officers permissions- My Group
  • Individual - Issue with EMAIL_MBR_NOTICES in CUS opt in, no subcode value
  • Individual - Empty records CUS COM
  • Run DI scripts
  • RCA - SAL orders hitting pufl deferred account
Completed tasks pending verification
  • Order/Finance - Receipts that credit cash rather than debit cash
  • Order/Finance - Vouchers crediting cash rather than payable clearing account
  • View Members Listing - Phone # not updated
  • order issue - deletion needed
  • Hyperlink on Name freezes page
  • Add New Member Existing Member displays incorrect name
  • Transmittal Not Posted
  • Address Change error
  • SSO IMS Customer ID not updating
  • SAL and Legion Leadership Groups
  • SAL Detachment Leadership Groups not showing active members
  • Foreign Phone Numbers too short
  • TN Transfer Not Available to TN PGO Users
  • Missing Member Data
  • Online Transmittals waiting to post
  • Last Name for Post getting changed by EBiz user?
  • PUFL join/renewals
  • Error while processing a new DMS membership
  • Online Post Transmittals
  • Need GL and Revenue account - ECD subsystem/product (ALEI): American Legion Extension Institute- Basic Training
  • Unable to perform Duplicate Merge
  • Duplicate SSO IMS Accounts
  • Error Message when attempting to transfer member
  • Dept. Online Transmittal Issues
  • Receipt creation issues from web
  • SAL orders
Completed and verified
  • Form retains previously entered phone number
  • SAL Leadership omitted
  • 100 Miles for Hope
  • Multiple Echeck
  • Add New Member Error Message
  • WEBI Java Error (DEPT)
  • Duplicate continuous_mbr rows
  • Error Transferring PUFL
  • Post Leadership Committees with Incorrect Segmentation
  • SAL Continuous Years
  • Orders/Financials - Duplicate sales for some web orders
  • Find a service officers is not displaying Department Service Officers
  • Donations not working on iOS: XSMax 14.4.2
  • Add New Member to Post with no Members to Renew (DEPT Transmittal)
  • Account access assistance
  • Quick Pay
  • Deceased Member Banner Not Displaying
  • Critical Error on Dept Transmittal page
  • Two active Legion memberships
  • Adding committees to a deceased member
  • Payment options - Foreign Departments
  • No Trashcan (Editing/Deleting work in progress)
  • CPR/CSR Final Updates/Changes
  • Resubmit? (Transmittal)
  • Deceased Member Included in Delta but not showing as deceased
  • Authority to add orders
  • non-merged dual members
  • Committee Extract
  • Not able to get into Launcher (Test Env)
  • Legion Emblem not showing properly on invoices
  • Join Date for new adds
  • Tax ID in PGO
  • Partial payment not changing sale amount
  • Transmittal Receipt/Invoice Display Issue
  • Order is still showing Proforma after Payment taken
  • Financials clean up from Delta conversion
  • Order/Finance - Confirm all current members have mag and confirm TALMandDispatch counts
  • Groups missing
  • Dept. User does not see TAL Departments folder (Data Analyzer)
  • Add SAL to Transmittal History (DEPTS)
  • Transmittal History Display Issues (DEPT)
  • Post Email Not Populated
  • Orders/Financials - Membership orders for 2021 going to revenue instead of deferred
  • ebusiness: FND products
  • National Users.. Insufficient Permissions for Financials.
  • Processing Baseball transactions through Product API
  • Transmittal History - Access Denied
  • Launcher Data Analyzer error
  • eBusiness: 2 CSS changes needed
  • Purchase a Magazine or Dispatch subscription
  • Financials - Debits not matching credits RCA for them
  • Orders/Financials - Full payments from the delta run did not activate order lines
  • Membership converted credit balances
  • Financials - Debits not matching credits Fix them
  • Revenue Distr Date for REnewal Orders
  • Create issues served
  • IMS role issues - Card/ Member benefits not displaying
  • Products/Finance: Membership Premium Products (INV subsystem) are missing GL, Revenue, and "real" COGS and Inv Accounts
  • Individual - Unknown Gender Code
  • Logo Missing for Invoice and Acknowledgment
  • Data Analyzer - Error on Open
  • Product - Invalid parent product message
  • TAL Staff password reset
  • Department users are finding blank drop-down boxes for post selection (add a post) in Online Transmittal
  • As an SAL Member I do not seem to be in the SAL_MEMBER role
  • ebusiness: Logout URL
  • Joe cannot set primary search group for a user in the back office.
  • Receiving reports of permissions issues with department users (adjutants
  • Order/Finance Balance in PPL
  • Member Validation
  • Comments area when cancelling membership orders
  • Add Orders from Post Summary Screen
  • Dept. User Unable to Log In (EBIZ)
  • Existing Lgn Member joined SAL, created a new id# for SAL mbrship.
  • Wrong Address associated to a committee
  • Opt In Opt Out Interest Area
  • Voucher credit AR instead of debiting AR
  • eBusiness: Meta tag viewable at top of donation pages
  • eBusiness: Need to hide links on mobile (Training Question)
  • IMS Role queries - add no lock, review for efficiency and schedule
  • oData Services issue with MembershipInfo object and SAL
  • Restricted Card-Fraud AVS Filtering Service
  • Data Analyzer - TAL Departments Filtered Universe
  • ODBC Error when trying to add table to Universe - Sf 109783
  • Error Modifying Universe
  • Adjustment Batches
  • Transmittal History - Display
  • Search for e-mail on Manage Users page
  • Paper Transmitals
  • Error on Submit (Dept Transmittal)
  • Missing Member Data
  • QDN vs Squadron Number (DEPTS)
  • Dept Transmittal - Incorrect 'amount owed by post'
  • My Groups Not Displayed
  • Need code published to show issues in progress
  • Dept Transmittal Access (TX-Nancy)
  • How do I add a new position code for a Committee
  • Ebiz Display Name
  • Continuous Years Error
  • Updating Post Goals
  • New Function needed in PROD
  • New Posts/Squadrons and Cancellations
  • Dept LA, Post Dropdown Not Populating (Department Transmittal)
  • Missing field in AWARDS universe
  • Quick Pay Formatting iPhone (Renewal)
  • SAL Honorary Life
  • Transferred Member Not In Member List
  • Add New Member Error
  • Adding non-member to transmittal
  • Transfer Error (DEPT)
  • Foreign post transfer issue
  • OR Post 0096 in Department of France
  • Add Dept/Post/Det/Squadron Names to Committee Universe
  • USR_MemberID_Check_Digit function
  • Valid Email Address Is Required
  • NCOA walk thru
  • Create Login Credentials Invite
  • James Bowers 000200817732
  • Deploy Change - Shop Online link
  • Valid Email Address Required Error
  • PGO Data Analyzer asking for sign on credentials
  • Error when marking an address as Primary
  • PGO BI Launcher Error
  • Wrong Email Login Issue
  • PGO Department Order Central should only have "Online Transmittal" and "Transmittal History"
  • Committees without Members
  • SAL orders hitting pufl deferred account
  • Unable to Renew Expired Member
Dave Sutton
Director, Information Technology
The American Legion National Headquarters
Veterans Strengthening America