New Feature - Export and Import Views in Travelers and Clients
- 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.
- 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.
New Feature - Export and Import General Ledger Accounts
- Export button now displays a popup to select GL accounts from the list and export as a .json file to be imported.
- Added a new button for Import to open the user's preferred download folder to select a .json file to be imported.
- Duplicates will not be imported.
- Export and Import are only available to Admin users.
- The Email button is now hidden.
Enhancements to Reservations
- Commission Amount field now clears automatically when the Commission % field data is cleared.
- Commission Amount and/or Total Fare fields now clear automatically when the relevant Foreign Currency field is changed or cleared.
- Commission Amount field now clears automatically when the Commission Rate is changed in the Advisors tab.
- The following fields are now read only once a Reservation is settled (client and supplier balances are $0).
- Total Fare
- Commission Amount
- Commission %
- Mark-up Discount
- Taxes (Add Additional Tax button also disabled)
- Foreign Currency Fare and Commission
- Deposit Date and Deposit Amount and the ability to add additional Deposits
- Final Payment Date
Enhancements to Other Areas
- Increased the width of the Traveler Name column in Clients > Traveler Associations.
- Added a new column for Ticket Type to the IAR Reconciliation Report.
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Added the following new merge fields to Email Templates:
- Trip Itinerary URL
- Traveler Portal URL
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Added the ability to modify Marketing Codes in Clients by adding it as an option to the Modify popup in the Clients search screen.
- Selecting Marketing Codes will display additional fields to modify the Affiliation, Marketing Category, Marketing Code, and Action (to check or uncheck).
- Supplier filters are now available in the Trips search screen.
- Removed Gmail from the Mail Server dropdown in User profiles.
- Added Travelex Insurance Services to the Direct Connect dropdown menu.
- Implemented the new grid component in the Advisor Pay Reconciliation search screen, allowing users to reorder and resize columns and see all results on one page.
- Removed the CVV field from the Traveler profile.
Bug Fixes
- Fixed an issue with users being unable to scroll to the bottom of Reports in the Trips search screen.
- Fixed an issue with the Supplier Balance and Supplier Payments not calculating correctly in Reservations.
- Fixed an issue where Tags that had In Use checked off for Clients were not included in the search results of the Clients search screen.
- Fixed an issue where the Anniversary Date column was blank in the Clients search screen.
- Fixed an issue where Air sub reservations were causing the system to throw an error.
- Fixed an issue where Users couldn't see Profile Associations under Traveler Profiles.
Click here for a list of Tres Known Issues.