Make modifications to multiple records at once with the Tres modify feature. This feature is currently available in Clients, Travelers, and Trips but future versions of the program will include this functionality across other areas.
Currently the following fields can be modified. Only one field can be modified at a time.
- Clients: Advisor, Branch, Marketing Codes, Primary Email Permit Marketing, Status, and Tags.
- Travelers: Advisor, Primary Email Permit Marketing, Status, and Tags.
-
Trips: Advisor, and Tags.
- Reservations: Advisor (only available on Reservations that have no Advisor associated) and Advisor Commission Rate (see notes below for more details of modifying Advisor Commission Rate.)
- Advisors: Tags.
- Suppliers: Default Commission %, Preferred, Status, Supplier Payment Rules, Tags, and Travel Category.
In the example below, the agency has recently created a new branch for corporate clients and wish to modify all their corporate clients to be under that branch.
In the clients search screen, use the Client Type filter and select Corporate to fetch all corporate clients in the agency. Click on the select all check box to select all records in the list.
Click on the Modify button and a popup will appear. Select Branch from the Field dropdown, and then select the new branch titled Corporate Branch in this case. Click Confirm.
A progress bar will appear as the records are being modified, and then a confirmation message will appear at the top of the screen that all records were modified successfully.
Modifying Advisor Commission Rate
It is important to use the right filters and columns to get the desired Reservation results before using Modify for Advisor’s Commission Rates on Reservations. If you Modify a large number of Reservations incorrectly, you could be looking at hours of work to undo what was modified.
Sample Scenario:
Advisor Jane Doe increased her commission splits for cruises from 75% to 80%. Her agency now needs to modify all of Jane’s future Reservations where the Reservation has not yet been reconciled to 80%.
Step 1 - Update Jane's Advisor Profile
Open Jane's Advisor Profile in Tres and update the Default Commission Rate for Cruise to 80% so future Cruise Reservations for Jane automatically populate her Advisor Commission Rate at 80%.
Step 2 - Modify Jane’s Unreconciled Cruise Reservations
Suggested Filters
- Reservation Advisor Date Reconciled From/To = Blank Dates or Blank Operator
- Advisor Name = Jane Doe
- Reservation Travel Category = Cruise
Suggested Columns
- Trip Client
- Reservation Supplier
- Reservation Total Fare
- Reservation Commission Amount
- Reservation Advisor Commission Rate
- Reservation Advisor Default Commission Rate (use this column data to double check step 1)
Check the boxes next to each Reservation you wish to modify.
Click the Modify button.
Toggle Reservation.
Select Set Advisor Commission Rate from the Action dropdown.
Enter Jane Doe as the Existing Advisor on the Reservation and 80 as the Set Advisor Commission Rate To.
Click Confirm.