Enhancements to Travelers:
- Added a new tab called Trips that displays a list of trips with at least one reservation to which the traveler has been added.
- Users now have the ability to add a tag with multiple values. The value dropdown menu will display checkboxes next to each value that can be selected.
- To enable multiple tag values, the Allow Freeflow checkbox must be unchecked in the tag details under Settings.
- Users who wish to view or copy a credit card will be prompted to re-authenticate their login information.
- Mandatory/recommended tag functionality is now available.
- Search area updates:
- Marketing Codes filter has been added.
- Client filter has been renamed Client Name.
- Added "Traveler" before every filter except Client Name and Marketing Code.
- Added new columns for Card Expiration Date, Card Type, and Traveler Tag.
Enhancements to Clients:
- Removed the 'Referred By" field. It is recommended that a tag be created to track Referred By data.
- Users who wish to view or copy a credit card will be prompted to re-authenticate their login information.
- Search area updates:
- Added "Client" before every filter except Traveler First Name and Traveler Last Name.
- Added a new column for Interface ID.
Enhancements to Trips and Reservations:
- Three new report output formats have been added to trips search: "Client Trip Activity by Total Fare" and "Supplier Reservation Activity by Total Fare", and "Reservation Activity by Confirmed Date".
- Marketing Source filter removed. It is recommended that a tag be created to track Marketing Source.
- Mandatory/recommended tag functionality is now available for Trips and Reservations.
- Made the following enhancements to the trip statement:
- Car reservations
- Pickup and dropoff locations added.
- Air reservations
- Seat assignment and provider record locator added.
- Provider code now combines provider code and flight number.
- Class of service and connection removed.
- Cruise reservations
- Dining and bedding added.
- The Deposit & Final Payment Due section will not appear if there are no deposits or final payment dates entered on a reservation.
- The Payments section will not appear if there are no payments entered for the trip.
- Car reservations
- Search area updates:
- Client filter renamed Trip Client.
- Removed Track Client Payment filter due to it being a duplicate of Reservation Track Client Payment.
- Added new filters for Reservation Start Date, Reservation End Date, and Trip Record Locator.
- Added a new column for Trip Action Assigned To.
Enhancements to Payments and Bank Management:
- Added a new field for Date Cleared to the following payment types. Bank Management must be turned on for this field to appear.
- Client payment paid by agency with a method of check or EFT or paid to agency with a method of EFT.
- Supplier payment paid by agency with a method of check or EFT or paid to agency with a method of EFT.
- ARC payment paid by agency with a method of check or EFT or paid to agency with a method of EFT.
- Other payment paid by agency with a method of check or EFT or paid to agency with a method of EFT.
- Added a new field for Date Cleared to deposits and withdrawals and reordered the field positions.
- When making a payment from a trip, the Link/Unlink button has been renamed to Apply/Unapply.
- Bank field has been renamed Bank Account.
- Bank Register Status filter has been set to default to All.
- Changed the bank reconciliation query for not cleared items to use the ending date from the date range based on the payment date.
- Changed the bank reconciliation query for cleared items to use the whole date range based on the cleared date.
Enhancements to Suppliers:
- Added new columns to the search area for Interface ID and Supplier Tag.
Enhancements to Advisors:
- Mandatory/Recommended tag functionality is now available.
Enhancements to other areas:
- Imported trips will now automatically populate a trip name. The name will be formatted as First Traveler Last Name/Traveler First Name and Earliest Reservation Start Date. Ex. Smith/Jane - 2/1/22.
- The Deposit & Final Payment Due section of the Dashboard will not display deposit or final payment items where the reservation client balance is $0.
- In Reports > Tres Defined, the Client Statement/Summary report now includes a summary option where results are grouped by client.
- A new column called "Date Created" has been added to the Attachments/Links tab in all areas of the program.
- Supplier Statement generated from the supplier profile now display the supplier's address. The address will default to the mailing address. If no mailing address has been entered, the system will default to the physical address.
- Reservation Statement generated from a reservation now display the supplier's address. The address will default to the mailing address. If no mailing address has been entered, the system will default to the physical address.
- New columns for Subtype and Record Locator have been added to Import Trips and Import Reservation.
- Renamed the totals on the Client Statement to: Current Balance, Prior Balance, and Total Balance.
Bug Fixes:
- Hid the Filter Area option in Trips search area as it is not fully implemented at this time.
- Fixed an issue where users were unable to delete clients from the client details screen.
- Fixed an issue where users were unable to delete travelers from the travelers details screen.
- Fixed an issue in the dashboard where the trip name column was not sorting.
Known Issues:
- Add & Link Client button in Travelers - Profile Associations - newly created clients are not automatically linked to the traveler upon creation.
- User defined reports are only displaying the first 3 columns of data and are cutting off the subtotals.
- 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.