New Feature - Email Signature
- Added the ability for Users to set an email signature in the Email Configuration section of their User Profile by clicking the new + Add Signature button.
- Email signatures include text, rich formatting, images, and the ability to copy/cut/paste a signature from an existing email program.
- Signatures will appear by default in all email popups across the program.
- Signatures will not display when creating Email Templates, but will display when selecting an Email Template from an email popup.
New Feature in Progress - Recommended Fields
- Added a new section in Settings for Recommended Fields. This allows agency owners to set fields in Travelers, Clients, and Trips as required. See full details HERE.
- **Note - this release allows users to set up recommended fields in Settings. They will be implemented in Travelers, Clients, and Trips in the next release.
Enhancements to Advisor Pay Reconciliation > Add Reconciliation
- Cancelled Trips are now included in the search results.
- Only Reservations that are settled (Client and Supplier balances at $0) will be included in the search results.
- Added a filter for Reservation Advisor and a new column for Variance.
- Added new fields to the top of the Add Reconciliation screen for Date of Reconciliation and Description.
- Date of Reconciliation will auto populate to the current date.
- If the Description field is left blank, the field will auto populate data from the filters used.
- Increased the search results to 10,000.
Enhancements to Other Areas
- Added a Preview checkbox to the email popup, allowing users to preview how data from merge fields will appear in a sent email.
- Checking the box will disable the rich text toolbar. Edits to the email subject and body must be made outside of Preview mode.
- Implemented the new grid component in the My Workflow and Agency Workflow Dashboards.
- Changed the column name from "Balance" to "Amount" in the Income Statement.
- Corrected the order of the tiles in Settings to be in alphabetical order.
- Advisors, Clients, and Suppliers are now listed in alphabetical order in the Advisor, Client, and Supplier Statements.
- Added checkboxes to filter Debit/Credit & Loyalty Cards by type in Traveler Profiles.
Bug Fixes
- Fixed an issue with the Trip Tag and Reservation Tag data not appearing when a new column is added to the Trips search screen.
- Fixed an issue with the Link Traveler column not displaying data in the Advisor search screen.
- Fixed an issue where the email in the header of a Client profile was displaying the email of the previously opened Client profile.
- Fixed an issue with the payment Tag not functioning in the Trips search screen.
- Fixed and issue where greater than and less than operators were missing from all numeric filters in the Trips search screen.
- Fixed an issue for users set up with Outlook where the system throwing an error when emails sent from Tres included attachments over 750kb.
Click here for a list of Tres Known Issues.