New Feature - Attach Email Template to Actions
- Added a new dropdown field for Attach Email Template when adding an Action. After the Action has been saved, a button for Send Email will appear next to the dropdown field. Clicking Send Email opens a compose email popup with the email template data pre populated.
- This functionality is available in Settings > Action Plans, Travelers, Clients, and Trips.
- The dropdown displays all active, public, or private email templates created by the logged in user.
New Feature - Traveler Portal
- Itineraries now display under the Traveler Portal. This is used as a hub for features that focus on the Traveler. Future versions of Tres will include the ability for Travelers to update their profile information, upload documents, and more.
New Feature in progress - Commission Payment Reconciliation
- Added a new tile under Reconciliations for Commission Payment Reconciliation. This allows users to upload a file and reconcile multiple commission payments from multiple suppliers at once.
- This feature is currently available for Onyx.
- Manually reconciling items still outstanding.
Enhancements to Other Areas
- Trip Statement now includes Branch level branding.
- Client Statement now includes Branch level branding.
- The Export and Import button in Tags will only be viewable by Admins or users that have the Export and/or Import permission checked off under Tags.
- The Export and Import buttons in Action Plans will only be viewable by Admins or users that have the Export and/or Import permission checked off under Action Plans.
- Removed the default color from the Primary Color field in Advisor and Branch profiles. It is now blank by default.
- Newly added Reservations will default to a category of Air.
Bug Fixes
- Fixed an issue on the Advisor Statement where the total was rounding to the nearest dollar.
- Fixed an issue in all search areas where the grid was not refreshing after deleting a profile.
- Fixed an issue where commission could only be entered as a percentage for advisors in Reservations.
- Fixed an issue when emailing an Advisor Statement where the attached file was larger than the exported file.
- Fixed an issue where the My Sales and My Commission dashboard was displaying agency level commission amounts rather than advisor level commissions.
- Fixed an issue on the New Client/Traveler form where credit card data was not importing when there was more than one Traveler on the form.
- Fixed an issue where emailing a saved advisor reconciliation generated an error.
Click here for a list of Tres Known Issues.