Enhancements to Actions:
- Added the ability to assign an Action Item in Trips to a User.
- Added the ability to assign Action Items to Users when creating Action Plan Templates.
Enhancements to Reports:
- Advisor Statements have been added under the Reports > Tres Defined menu. Users can run statements for an individual Advisor or multiple Advisors.
- Added Advisor Summary report under Reports > Tres Defined menu.
Enhancements to Direct Connect and Import Trips:
- Added ability to Direct Connect with Globus.
- Added ability to Direct Connect with Pleasant Holidays.
- Added a link icon on the Import Trips screen for trips with a status of Imported or Warning. Use this icon to open the imported trip in a new tab and make edits.
Enhancements to Search:
- Added the ability to resize columns in the Clients search screen.
- Added the ability to resize columns in Travelers search screen.
- Added "Advisor" and "Card Type" and "Card Expiration Date Range" filters to the Traveler search screen.
- Added "Trip Action Assigned To" filter to the Trips search screen.
Enhancements to Profile Import:
- Added "Traveler Date of Birth" and "Country" fields for importing.
- Imported email and phone communications will default to Primary.
- Changed the default actions on fields in the file mapping section for a better user experience.
Enhancements in other areas:
- Created a new checkbox for email communications to identify Billing Contacts. These will be used by default for emailing statements.
- Defined default Supplier Payment Rules by Travel Type.
- Manually adding a new Reservation will now have a default Status of Confirmed.
- The Trip Action section on the My Workflow dashboard now excludes completed actions and includes actions for all advisors the user is associated with at their user profile level.
- My Sales & Commissions and Agency Sales & Commissions dashboards now hyperlink to profiles listed in the Top 10 Clients and Top 10 Suppliers sections.
- Added a filter for Latest Advisor Payable Date in Advisor Pay Reconciliation.
- Additional work has been completed related to upcoming Bank Management and General Ledger features
- Action Plan Templates now display the fixed date as the target date.
- Reservation Status column in the Trips search screen is now displaying correctly.
- Fixed an issue where users could not add new actions to action plan templates without assigning to a user.
- Fixed an issue where users could not add or edit actions in a trip without assigning to a user.
- Fixed an issue where the assigned user was not saving correctly to an action in a trip.
- Fixed an issue where the Advisor Summary report displayed multiple lines per advisor.
- Fixed an issue on the Advisor Statement where the phone and email icons were displaying when no data is listed at the advisor profile level.
- Advisor Pay Reconciliation is not yet fully functional.
- Document Templates - Attachments & Links - An error occurs when trying to open attached documents.
- Changes to Client communications, linked travelers, and tags are not displaying in the history section.
- Card Expiration filter is also reading the Passport Expiration field.
- Appointment Time field is not calculating based on the user's time zone.