Enhancements to the Dashboard
- Clicking on the Dashboard title now displays a dropdown with all Dashboard types.
- Added a new dropdown field called User to the My Workflow dashboard. Selecting other users from the dropdown will display their user data in the Dashboard. This feature is only available for Admins and Managers.
Enhancements to Import Trips and Import Reservations
- Added a column for Status Message to the Import Trips and Import Reservations screens. Clicking on the line item will now open a popup with the full status message.
- Added a Delete button to the Import Trips and Import Reservations screens, allowing users to remove items from the list. Only users with Delete permissions will have this button active.
Enhancements to Trips
- Added a Trip Number to the top right of Trip Statements. This number is auto generated by the system and unique to each trip.
- Added a column for Reservation Number to Trip Statements. This number is auto generated by the system and unique to each reservation.
- Added new filters for Trip Number and Reservation number to the Trips search screen.
- Added new columns for Trip Number and Reservation number to the Trips search screen.
Enhancements to Reservations > Advisors
- Default Advisor commission rates now auto populates in the Commission % field of a reservation. The Commission Amount field will calculate based on this percentage.
- Added a button for Refresh Commission. Clicking this button will refresh the Commission % fields to the default commission rates from the Advisor profile based on the reservation travel category.
Enhancement to Other Areas
- Updated the design for the Client Statement to display two lines: one for trip level information and another for reservation level information.
- Added fields for Trip Number and Reservation Number to the Client Statement.
- Changed the logic so scheduled emails now send based on the logged in user's local time.
- Changed the default columns in the Travelers search screen to remove the columns for Card/Document Type and Expiration. Added column for Birthdate.
- Added new field for API key to Agency Settings.
Bug Fixes
- Fixed an issue where users were not able to login via Microsoft on the Safari browser.
- Fixed an issue with coding missing from traveler names in merge to PNR.
- Fixed an issue with the Type filter in the supplier search screen.
- Fixed an issue with loyalty cards not populating correctly when using the new client/traveler form.
- Fixed an issue with loyalty card codes not populating correctly when using the new client/traveler form.
- Fixed an issue with uploading a passport file over 1mb in new client/traveler form.
- Fixed an issue where column headers were not displaying in the printed, exported, or emailed file of reservation invoice for commission.
- Fixed an issue with the Save button not being enabled when there was an edit to the hex color.
- Fixed an issue when using the Paid By filter in the Payments search screen.
- Fixed an issue with advisor adjustment permissions not saving when the page is refreshed.
- Fixed an issue with the reservation created date range filter not fetching correct results when searching by a single date.
- Fixed an issue with the print button not functioning in the supplier summary report.
- Fixed an issue with profile import not functioning.
- Fixed an issue with the system displaying an error when adding an action plan to a trip.
Click here for a list of Tres Known Issues.