New Feature - Modify (Clients only)
- Added the ability to modify multiple client records at once from the client search screen. Users with update permissions checked off under the Profiles - Client Profiles dropdown will see a new Modify button on the clients search screen.
- After running a search and selecting line items on the search screen, clicking the Modify button will open a popup where users select a profile field to modify. Currently the following fields can be modified: Advisor, Branch, Status, and Tags. Only one field can be modified at a time.
Enhancements to User Profiles
- Added new permissions for ARC Numbers.
- User - Advisor default permissions are set at Select and Read.
- User - Independent Contractor default permissions are set at Select and Read.
- User - Back Office default permissions are set at Select and Read.
- Admin and Managers have full permissions.
- Added new permissions for Bank Accounts.
- User - Advisor default permissions are set at Select and Read.
- User - Independent Contractor default permissions are set at Select and Read.
- User - Back Office default permissions are set at Select and Read.
- Admin and Managers have full permissions.
- Added new permissions for Branches.
- User - Advisor default permissions are set at Select and Read.
- User - Independent Contractor default permissions are set at Select and Read.
- User - Back Office default permissions are set at Select and Read.
- Admin and Managers have full permissions.
- Added new default permissions for Advisor Pay Reconciliation.
- User - Advisor default permissions are set at none.
- User - Independent Contractor default permissions are set at none.
- User - Back Office default permissions are set at full permissions.
- Admin and Managers have full permissions.
- Added new default permissions for Destinations.
- User - Advisor default permissions are set at Select and Read.
- User - Independent Contractor default permissions are set at Select and Read.
- User - Back Office default permissions are set at Select and Read.
- Admin and Managers have full permissions.
Enhancements to Clients
- Last Name/First Name or Company Name field is now mandatory. An error message will appear if a user tries to save a profile with this field blank and the field will be outlined in red.
Enhancements to Suppliers
- Supplier Name field is now mandatory. An error message will appear if a user tries to save a profile with this field blank and the field will be outlined in red.
Enhancements to Advisors
- Advisor Name field is now mandatory. An error message will appear if a user tries to save a profile with this field blank and the field will be outlined in red.
Enhancements to other areas
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Added the ability to process Sabre HU interface records.
- Other Profile field is now mandatory for Other profiles. An error message will appear if a user tries to save a profile with this field blank and the field will be outlined in red.
- Bank Account field is now mandatory for deposits and withdrawals. An error message will appear if a user tries to save a deposit or withdrawal with this field blank and the field will be outlined in red.
- Agency Settings - Features list is now sorted alphabetically.
- Added a new option for GDS Interface in Agency Settings - Features. Clicking this checkbox will display two other checkboxes for Amadeus and Sabre.
- Changed the Include buttons in the Add Advisor Reconciliation screen to checkboxes.
- Saved reports now display the filter operators in the filter bubbles.
- Updated the email success message for supplier statements when sending in bulk.
- Added New report output formats in the trips search area:
- Client Trip Activity by Total Fare
- Supplier Reservation Activity by Total Fare
- Reservation Activity by Confirmed Date
Bug Fixes
- Fixed an issue where some users were getting locked out in the re-authentication popup.
- Fixed an issue with the preview button not functioning in advisors - logo.
- Fixed an issue where deleted activities were still displaying in traveler profiles.
- Fixed an issue where the output format dropdown menu in the trips search screen was not displaying the output format of the currently run report.
- Fixed an issue where traveler date of births were not displaying in the search screen.
- Fixed an issue where the the Save All button was disabled in deposits or withdrawals in domains that only had one bank account set up.
- Fixed an issue in reports - supplier statement where communication icons were displaying even if there was no data at the supplier level.
- Fixed an issue in reports - supplier statement where the select all checkbox wasn't working correctly.
- Fixed an issue in reports - supplier statement where email/export/print count was incorrect.
- Fixed an issue in reports - supplier statement where suppliers with no billing contact were not displaying in the search results.
Known Issues:
- An error occurs when trying to email a document template from a trip.
- Reports output formats using the Equal or Not Equal operators are not calculating fare, commission, and balance columns correctly.
- Document Templates, Other Profiles, Advisors - Attachments & Links - An error occurs when trying to open attached documents.
- New entries to Client communications, linked travelers, and tags are not displaying in the history section.
- Advisor Summary report data is not displaying correctly in expanded rows.
- Advisor and Supplier filters across the program are still fetching inactive profiles in the search results.