New Feature - Actions For Clients and Travelers
Click here to walk through adding an Action inside of Tres. (You must be logged in to Tres use this feature.)
- Added a new tab for Actions in Travelers and Clients.
- Traveler and Client Actions have triggers of Fixed Date and Create Date.
- Action Plan Templates are available for Clients and Travelers.
- Added new options for Client and Traveler under "Type" for Action Plan Templates in Settings.
Enhancements to Advisors
- 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.
- Added a new field for "Branding Name". This will replace the Agency Name on Trip Statements and Client Statements.
- Added a Preview button that opens a popup with previews of Trip Statement, Client Statement, and New Traveler Form.
Enhancements to Other Areas
- Updated the overall color of the program to comply with The Americans with Disabilities Act. Further color changes will be made in future releases.
- Updated the error messages in IAR Reconciliation if file is not correct type or too large.
- Renamed Trip Actions to Actions on the Dashboard, My Workflow and Agency Workflow.
- Updated column names to Type, Date, Client/Traveler, Trip Name, and Description on the Dashboard, My Workflow and Agency Workflow,
- Actions related to Clients and Travelers will now display in the Actions section of the Dashboard.
- Added Allianz AgentMax Retrieve Existing Reservation to the list of Direct Connect providers.
- Added a new column for GDS Invoice Type to Import Trips.
- Added a new column for GDS Invoice Type to Import Trips in Reservations.
Bug Fixes
- Fixed an issue on the My Sales & Agency Commissions and My Sales and My Commissions dashboards where the paid date data was calculating by the date of the payment entered into Tres rather than the date entered into the Payment Date field.
- Fixed an issue where date expressions were not fetching the correct results in Actions.
- Fixed an issue where the time stamp of completed action items was changing to a different time.
- Fixed an issue on the dashboard where the Top 10 sections were displaying multiple lines for the same client, supplier, or advisor.
- Fixed permission issues relating to Advisor Pay Reconciliation.
- Fixed an issue relating to time zones in Activity Target Dates.
- Fixed an issue where negative advisor adjustments were not being calculated in an Advisor Pay Reconciliation.
- Fixed an issue where the system threw an error when the Destination was removed from a trip.
- Fixed an issue in Activities search where the Trip Name filter was not fetching data.
- Fixed an issue where Events on the Dashboard were only displaying dates of births and anniversaries for the next 7 days.
Known Issues
- Advisor Statement is not fetching correct reconciled data and is only calculating Advisor Adjustments.
- 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.