Enhancements to Agency Settings
- Renamed the Logo section to Branding.
- Added a new box in the Branding section called Primary Color. This allows users to select a primary branding color via a color selector or HEX value field. Future versions of Tres will use this color across the program.
Enhancements to Search Filters and Columns
- New filter for Created Date Range added to Travelers, Trips, Advisors, Suppliers, Activities, and Payments.
- New filter for Modified Date Range added to Travelers, Trips, Advisors, Suppliers, Activities, and Payments.
- New column for Date Created added to Travelers, Trips, Advisors, Suppliers, Activities, and Payments.
- New column for Date Modified added to Travelers, Trips, Advisors, Suppliers, Activities, and Payments.
Enhancements to Payments
- For deposits, new rules set for the Date Cleared field. The date entered must be greater than or equal to the Deposit Date.
- For withdrawals, new rules set for the Date Cleared field. The date entered must be greater than or equal to the Withdrawal Date.
- For ARC Payments, new rules set for the Date Cleared field. The date entered must be greater than or equal to the Payment Date. The Date Cleared field will be editable for payments paid by or to the agency with a method of EFT.
- For Client Payments, new rules set for the Date Cleared field. The date entered must be greater than or equal to the Payment Date. The Date Cleared field will be editable for payments paid by or to the agency with a method of EFT.
- For Other Payments, new rules set for the Date Cleared field. The date entered must be greater than or equal to the Payment Date. The Date Cleared field will be editable for payments paid by or to the agency with a method of EFT.
- For Supplier Payments, new rules set for the Date Cleared field. The date entered must be greater than or equal to the Payment Date. The Date Cleared field will be editable for payments paid by or to the agency with a method of EFT.
Enhancements to Other Areas
- In the Reports folder, the Advisor Statement/Summary has been renamed Advisor Statement and the Summary toggle button has been removed.
Bug Fixes
- Fixed an issue in suppliers where the system was fetching inactive profiles.
- Fixed an issue in advisors where the system was fetching inactive profiles.
- Fixed an issue in tags where the system was fetching inactive tags.
- Fixed an issue where the new client/traveler form link was not copying correctly.
- Fixed an issue in the Tag dropdown menu where all available tags were not displaying.
- Fixed an issue in the trip copy/paste functionality.
Known Issues:
- An error occurs in the Trips search area when using the Reservation Date Created and Reservation Date Modified columns.
- 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.