Enhancements to Cruise Reservations
- Updated Cruise segment fields to display a single port with a single set of arrival and departure dates and times. This matches how cruises are displayed in the Client Itinerary.
- Note: The Disembark Date field is not populating to the correct date when more than one cruise segment is entered. We are working on a hotfix for this issue.
Enhancements to Destinations
- Exported Destinations files now include Tags.
- Note: Destination Tags will only import successfully if the Tag Name has already been entered into Tres.
- When importing Destination Tags, the following rules apply:
- If the Destination already exists in the program, Tags will be added.
- If the Destination does not exist and there is a matching Tag Name and Tag Values, Destination and Tags will be added.
- If the Tag Name does not exist, the Tag will not import.
- If Tag Name exists and Value does not, the Tag and Value will not import.
- A confirmation message will display after an import displaying the number of Destinations imported and a list of Destinations that were not imported.
Enhancements to Other Areas
- Changed the New Client/Traveler Form url to include "traveler-portal.com" at the Agency and Advisor level.
- Added a new option for "PayMode" to the Payment Source dropdown in Commission Pay Reconciliation.
- Changed the file name of the exported and emailed Advisor Statement, Client Statement, and Supplier Statement to include the data from the date range filter. If no start or end date was entered in the filter, no date will be displayed. Trip Statement files will be in the next release.
- Increased the search result limit to 10,000 in the Payments, Link Reservation popup for Client, Supplier, and ARC payments.
- Removed the Delete icon for Payment Authorizations with a status of Authorized.
- Added a "Drag and Drop" component to the Import Reservation screen. (This feature is for the upcoming AI Reservation Import and is currently under development.)
- Max upload file size is 4MB.
- Advisor Adjustments now appear on the Advisor Summary report.
Bug Fixes
- Fixed an issue where Payments filters were throwing errors in the Trips search screen.
- Fixed an issue where logos were not appearing on client facing documents in the program.
- Fixed an issue where the incorrect error message was generated when Users without delete permissions attempted to delete a Supplier, Activity, or Trip.
- Fixed an issue where the communications checkbox was not appearing in the history section of new Clients.
- Fixed an issue where column data was displaying incorrectly on General Ledger reports.
- Fixed an issue where Agency level statement remarks were not appearing on the Trip Statement.
- Fixed an issue where the address did not appear on the Trip Statement when an Advisor branding was set to Agency Address.
Click here for a list of Tres Known Issues.