New Feature - Email Subject and Body for Email Templates (renamed from Document Templates)
- Renamed Document Templates to Email Templates.
- Added new fields for Subject and Body in Email Templates. Date entered in these fields will auto populate as the Subject and Body when a user emails a Document from a Trip.
Enhancements to New Client/Traveler Form
- A new button has been added called 'Add Another Traveler" allowing users to open and submit a new form. The first traveler entered will default to the primary traveler.
- Section header of Traveler will now include the contact's first name.
- Loyalty Card has been changed to "Loyalty Card (Membership Numbers for Car, Hotel, etc.)". This text will be hyperlinked to the card codes document.
- Permit Marketing has been changed to "Would you like to opt into promotional marketing?"
- Emergency Contact Number has been changed to "Emergency Contact Name".
- Cancel and Save buttons have been replaced by Edit and Delete icons for Credit/Debit Card section and Loyalty Card section.
Enhancements to Other Areas
- Changed the position of the Supplier Statement Remarks at the bottom of the Supplier Statements in Reports.
- Exported Supplier Statements now display Remarks in the pdf.
- Changed the button for Advisor Adjustments from Save to "Save & Next".
Bug Fixes
- Fixed an issue where toggling Track Client Payment from Yes to No generated an error.
- Fixed an issue where newly created Actions were not being fetched on the Trips search screen.
- Fixed an issue where adding and saving a reservation with a sub reservation generated an error.
- Moved the negative symbol to the front of the number in saved Advisor Reconciliations.
- Fixed an issue where Travelers without a Date of Birth could not be associated to Clients, Suppliers, or Advisors.
- Fixed an issue where Reservations were appearing on the Advisor Statement before being reconciled.
Known Issues
- When an action is marked completed, the time stamp is off by 5 hours.
- Agency Sales & Commissions dashboard Top 10 sections are displaying multiple entries for the same profile.
- Dashboard is only displaying birthdays and anniversaries within the next 7 days regardless of the period selected.
- Advisor Statement is not fetching correct reconciled data and is only calculating Advisor Adjustments.
- Advisor reconciliations are not calculating negative Advisor Adjustments correctly on saved Reconciliations.
- Reports output formats using the Equal or Not Equal operators are not calculating fare, commission, and balance columns correctly.
- New entries to Client communications, Linked Travelers, and Tags are not displaying in the history section.