Enhancements to Clients:
- "Travelers" tab has been renamed to "Traveler Associations".
- In the Traveler Associations tab, in the link traveler section, the button has been renamed from "Add Traveler" to "Add & Link Traveler".
- Tabs have been reordered to:
- General
- Marketing Codes
- Attachments/Links
- Traveler Associations
- Payments
- Trips
- Activities
- In the Trips tab, the Favorite column has been hidden.
- Marketing Codes filter has been added to the search area.
- Added the ability to search across multiple tag values in the search area by utilizing checkboxes.
Enhancements to Search:
- Quick Search now has the ability to search across Supplier profiles.
- Filters in the Add Filter dropdown menu have been alphabetized in Trips, Clients, and Travelers..
Enhancements to Trips:
- The Advisor field of newly added reservations will now default to the advisor set at the trip level.
- A new column has been added for "Assigned To" in the Actions tab.
- The Output Format dropdown menu options have been alphabetized in the search area.
- In the search area, the Output Format dropdown menu the following options have been renamed:
- Trip Activity by Advisor = Advisor Trip Activity by Advisor Name
- Reservation Activity by Client = Client Reservation Activity by Client Name
- Trip Activity by Client = Client Trip Activity by Client Name
- Trip Activity by Supplier = Supplier Reservation Activity by Supplier Name
- Reservation Activity by Travel Category = Travel Category Reservation Activity
- A new filter has been added for "Reservation Booking Date Range" to the search area.
- Added a new column in the search area column customization called "Booking Date".
Enhancements to Direct Connect and Import Trips:
- Reservations imported via Direct Connect will be automatically linked to the advisor associated with the user who uploaded the reservation via the extension. If that is not available, the system will default to the advisor of the user importing the reservation, then the trip advisor. If none of the above options are available the field will be blank.
- Reservations imported via Direct Connect will automatically link the Billing or Service Provider data from the reservation to suppliers in Tres. This will be matched first by interface ID, then phone number, supplier name, state and zip code. The system will only link suppliers with an active status.
- Reservations imported via Interface (excluding hotels) will automatically link the Billing or Service Provider data from the reservation to suppliers in Tres. This will be matched first by interface ID, then phone number, supplier/provider name, state and zip code. The system will only link suppliers with an active status.
- Hotel reservations imported via Interface will automatically link the Billing or Service Provider data from the reservation to suppliers in Tres.
- For hotel billing suppliers, this will be matched first by the full interface ID. If there is no match on full interface ID then the system will try to match on first 10 characters of interface ID. If there is no match then the interface ID will be parsed into component parts and the system will try to search on chain code and property code. If there is no match on above then the system will search for a chain code using an exact match on the first 2 letters of the interface ID as the billing provider.
- For hotel service providers, this will be matched first by the full interface ID. If there is no match on full interface ID then the system will try to match on first 10 characters of interface ID.
- For a hotel supplier listed as a billing & service provider, this will be matched first by the full interface ID. If there is no match on full interface ID then the system will try to match on first 10 characters of interface ID. If there is no match then the system will try to search by following data in order: phone number, name, state and zip code, travel category.
Enhancements to other areas:
- If a tag requirement is set to Mandatory, the "Limit usage to these areas" field will be highlighted in red. Users will not be able to save a tag that is mandatory without selecting at least one option from the Limit usage to these areas dropdown menu.
- For supplier payments, the "Credit Card" option in the method dropdown menu has been changed to "Agency Credit Card".
Bug Fixes:
- Fixed an issue where the advisor logo was not saving for new advisors.
- Fixed an issue where actions were not appearing on the dashboard according to the period selected.
- Fixed an issue where imported reservations were not displaying total fare and commission amount in the reservation details.
- Fixed an issue where existing views could not be deleted from Trips, Travelers, and Clients.
- Fixed an issue where the final payment amount was not displaying on the trip statement.
- Fixed an issue on the trip statement where itinerary remarks text was running together and not keeping formatting.
Known Issues:
- Supplier Reservation Activity by Total Fare is not sorting correctly.
- Advisor Pay Reconciliation is not yet fully functional.
- Document Templates, Other Profiles, Advisors - 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.
- Appointment Time field is not calculating based on the user's time zone.
- In Trips, Clients, and Travelers, deleting from the detail screen functionality is not working.