Tres Conversion Checklist - Administrators

* Mandatory Tasks

Before Conversion:

• Export Action Plans, Tags, Destinations and Email Templates.

Interface: Do last interface into Trams Back Office

• Disable the GDS Uploader

Backup: Determined by Live Date (usually Friday before Live Date)

• Change User Permissions in Trams and/or ClientBase to Read Only*

After Conversion, Before Users are in Tres 

• Agency Settings*
  • Statement Remarks
  • Agency Branding
  • Advisor Pay Reconciliation Rules
  • Select Features
    • Enable GDS Uploader and enter new API Key
• User Profiles* 
  • Enable/Add User Profiles and assign permissions
  • Email settings
  • Advisor profile linked
• Advisor Profiles*
  • Default Commission Rates
  • Branding, if applicable
• Action Plans 
  • Create or Import
• Agency Credit Cards, if applicable
• Bank Accounts*, if applicable
• Branch Settings, if applicable
• Destinations
  • Add or Import
• Email Templates
  • Create or Import
• Tags 
  • Create or Import
• Supplier Profiles
  • Supplier Payment Rules
  • Billing/Customer Service communications
  • Trip Statement remarks/links