New Feature – Profile Import:
- A new section called Profile Import has been added to the Settings folder. Here users import Client and Traveler profiles into Tres from a CSV file. Future versions of the program will include other import file types.
- Source file data has the option to be mapped to existing Tres fields based o the source column header, entered as a constant value to be used on all imported records, or ignored from the import.
- A preview of the expected imported data is available side by side with the file mapping.
- Duplicate Interface IDs will be ignored and not imported.
- After the profile import process, a summary screen will display the total number of records created, records ignored, duplicate interface IDs ignored, as well as any record import errors.
Enhancements to Tags:
- A new dropdown menu has been created under Tag management in Settings that allows admin users to limit the usage of a tag to certain areas of Tres. The areas available are:
- Client
- Traveler
- Supplier
- Advisor
- Trip
- Reservation
- Payment
- Activity
- One or more areas can be selected from the dropdown menu.
- If no area is selected, the tag will be available for use in all areas of Tres.
- Limiting the usage of an existing tag will not remove the tag from an area. If an existing tag is edited to not be available in Suppliers, users will still be able to search by that tag in the Suppliers search area, but will not be able to add the tag to an existing or new Supplier.
Enhancements to Clients - History:
- Checkboxes for General Info, Communication, Linked Travelers, and Tags have been added to the History section at the bottom of the page. Clicking on these checkboxes will filter the results to only display changes from that area of the profile.
- Changed the name of the section from "User History" to "History".
- Rows with no data under "Old Value" or "New Value" are not displayed.
- Results now default to be sorted by the most recent date and time.
- Removed the "Description" column.
- A new column called "Area" has been added.
Enhancements to Payments:
- Added a new payment Method called the “Agency Credit Card” for Add Payment - Other.
- A popup to create a Journal Entry will appear when the method is ‘Other’ in the following cases:
- Client to Agency
- Agency to Client
- Supplier to Agency
- Agency to Supplier
- Agency to Other
- Other to Agency
Enhancements to Other Areas:
- In the Linked Traveler section of a Trip, traveler names are now hyperlinks. Clicking on a traveler name will open the traveler profile in a new tab.
- In the Traveler tab of a Reservation, traveler names are now hyperlinks. Clicking on a traveler name will open the traveler profile in a new tab.
- Changed the name of the filter in Import Reservations from "Imported Date range" to "Date Created Range".
- Changed the name of the filter in Import Trips from "Imported Date range" to "Date Created Range".
- Activities column "Target Date" has been changed to "Date". This is change is reflected in all inner activity tabs such as Client – Activities and Trip – Activities.
Bug Fixes:
- Fixed an issue when adding additional filters in User Profiles - Main Search.
- Fixed an issue with "Invalid Confirmation # = **!" retrieving Classic Vacations booking issue.
- Activities detail - "Assigned To" lookup issue is fixed.
- Void Payment button is not hidden from Payments - Create New Other Payment.
- Fixed an issue with linking existing travelers to a new reservation.
- Bank Register - Payment Method Check & EFT - Unable to open the payment in the popup issue fixed.
- Fixed an issue preventing a branch from being deleted.
- Settings - User Profiles - Status Filter - Dropdown now reads Enabled/Disabled.
- Trip search - Columns are now aligned correctly in Ticket Report.
- Reservation detail - General - ARC Number dropdown is displaying correctly.
- Trip Detail - reservations - import pending reservations - filter name has been capitalized to "Range".
- Import Trips - filter name has been capitalized to "Range".
Known Issues:
- Advisor Pay Reconciliation is not yet fully functional.
- Document Templates - Attachments & Links - An error occurs when trying to open attached documents.
- Formatting issues with the export and print functionality of advisor pay reconciliation.
- Attachments in Clients, Advisors, and Suppliers - An error occurs when attaching new files and then editing other fields in the profile.
- Marketing permissions rows in profile import cannot currently be mapped to the source file.
- Changes to Client communications, linked travelers, and tags are not displaying in the history section.