The July 2025 Updates to Merlin Software brings a fresh set of enhancements designed to give you more control, better reporting, and smoother workflows — all while delivering more value to your customers.
These improvements span Sales, Front Office, Back Office, and Marketing, with refinements that make day-to-day operations faster, more transparent, and easier to manage. Here’s what’s new and why it matters.
Sales Module Enhancements
Sales teams now have more powerful filtering and reporting tools to track performance, manage contracts, and allocate users effectively.
- Contract Status Filter – You can now filter by Contract Status in the Contract Status Change Log. This means faster, more precise tracking of contract changes without wading through irrelevant data.
- GL Category Filter – Added to the Contract Money Received report, giving you more granular financial insights and allowing better analysis of income by category.
- User Allocation on Contracts – A new “User Allocation” action lets you assign contracts to specific users directly from the contract view, improving accountability and workload management.
- Allocated User on Member Report – The Consolidated Members Report now includes an Allocated User column so sales managers can instantly see ownership of member relationships.
- Members Consolidated Report – A new all-in-one report brings together member details, memberships, contracts, levies, and points for a complete 360° view — perfect for quick overviews or strategic reviews.
- Contract Flags in Multiple Places – Contract Flags are now part of the Contract Status Upload and visible on the Name Home Page HUD, giving teams immediate visibility of special conditions or requirements.
Benefit: Sales managers gain speed and accuracy in reporting, while frontline staff have clearer ownership visibility and better context for every contract.
Front Office Improvements
Front Office teams get new tools for precision, compliance, and guest experience.
- RCI ID on Reservation Report – You can now view RCI IDs directly on the Reservation Report, streamlining communication and verification with exchange partners.
- Anniversary Pro Rata Allocation – This custom enhancement allocates first-year points based on the occupation start date and applies credit rules to determine expiry — ensuring fairness and clarity for members.
- BAS Opt Out & Legitimate Interest – When creating a name across sites, these settings now default to “True,” helping you stay compliant with data privacy regulations.
- Guest Appointments Linked to Reservations – You can now link guest appointments to their reservation, providing a more coordinated guest experience.
- Reservation Flag on Arrivals Listing Report – New flag helps teams instantly see special statuses or requirements.
- Days Past Due in Reservation Report – A simple but powerful addition to help spot overdue accounts instantly.
Benefit: These updates streamline guest-facing processes, improve compliance, and help your teams deliver more personalised service.
Back Office Upgrades
Efficiency and clarity are the focus here, with changes that make reporting and order tracking more informative.
- ALL Report Type Option – In the Financial Statements by Period report, you can now select “ALL” report types in one go, saving time when generating comprehensive statements.
- Additional Columns on Supplier Orders Export – Master Order Total, Master Order Company, and Master Order Discount Amount are now included for a fuller financial picture.
Benefit: Finance teams get richer, more flexible reporting with fewer steps.
Marketing Module Tweaks
- New Generic Call Status – A flexible new option for tracking calls has been added to the marketing tools, allowing better categorisation and follow-up processes.
- New Merge Function for CDE – Fresh merge function options enhance campaign personalisation.
Benefit: Marketing teams can better track engagement and personalise communications for stronger campaign results.
Why This Matters for You and Your Clients
Every update in this release is about giving you faster, more reliable information and making your workflows smoother. For your clients — the members, guests, and owners who interact with Merlin-powered systems — that means a more seamless experience, more accurate data, and improved service at every touchpoint.
Experience the New Merlin
If you’d like to see these enhancements in action — and discover how Merlin can transform your operations — contact Mike Ashton today to arrange a personalised demo.
