New Feature - Export and Import Views in Trips Search
- Added new options for Export Views and Import Views to the Manage Views dropdown.
- Selecting Export Views displays a popup to select views from the list and export as a .json file. All view types (tables and reports, view names, filters, columns, and column properties are exported.
- Selecting Import Views opens the user's preferred download folder to select a .json file to be imported.
- Export Views is available for Admin users as well as Managers and basic Users with Export permissions in Trips.
- Import Views is available for Admin users as well as Managers and basic Users with Insert or Import permissions in Trips.
- All views imported by Admins and Mangers will import as public. All views imported by basic Users will import as private.
Enhancements to the New Client/Traveler Form
- Added a checkbox and privacy statement to the bottom of the form.
- Privacy statement includes the Branding Name if available in the Advisor profile or the Agency Name.
- Checkbox must be checked to enable the Submit button.
- Updated the following field names:
- First Name - Legal First Name
- Middle Name - Legal Middle Name
- Last Name - Legal Last Name
- Added a new field for "Salutation/Nickname".
- Removed the CVV field.
- Enhanced responsiveness for mobile users.
Enhancements to Clients > Traveler Associations
- Added a new column for Age to the Traveler Associations tab in Clients.
- If all date fields (Month, Day, and Year) are empty in the Traveler profile, the age will not display.
- If only the Year is entered in the Traveler profile, the age will calculate based on January 1st of the entered year.
- Age is calculated in years only, so children under one year will display as blank.
- The order of associated Travelers can now be modified by dragging and dropping the rows in the desired order.
- Updated the screen to reduce the amount of blank space when associating Travelers to a Client.
Enhancements to Other Areas
- Added a new icon for "Download File" to the Actions column of the Import Trips screen. This downloads a file with the raw interface data. Note: This functionality is currently only available for .txt files.
- This is available Admin users as well as Managers and basic Users with Decrypt permission in Trip Import.
- Increased the search result limit to 10,000 in the Suppliers search screen.
- Changed the calculation for Supplier Total Payments in Reservations.
- Added a new field for ARC Number to Branches.
- Sig Cruise Pro and Travel Insured are now available as a Direct Connect providers.
- Increased the character limit to 256 characters for the Description field in Attachments/Links in all areas.
- Birthdays and Anniversaries now only display for active Clients and Travelers in the Events section of the My Workflow and Agency Workflow Dashboards.
- Changed the default filters in the Link Reservations popup of Supplier Payments to Reservation Supplier, Reservation Confirmation Number, and Reservation Start Date Range.
- Filters selected in the Link Reservations popup of Supplier Payments are now sticky until the user leaves the Payment area.
- Updated the hyperlink for linking to a Trip in Report Builder to {baseUrl}/trips/detail/{RecNo}.
Bug Fixes
- Fixed an issue where Supplier Tags displayed as blank on exported files.
- Fixed an issue with the Client Intake Form displaying a blank screen.
- Fixed an issue with the subtotals and totals not calculating correctly on the Advisor Summary.
Click here for a list of Tres Known Issues.