Lee Rosen's "WHY" articles provide Tres users with in-depth insights into the development of Tres. After nearly 40 years in the industry with our legacy products, Trams Back Office and ClientBase, we are confident that our newest product, Tres, is the ultimate tool for agency owners, managers, advisors, and support teams.
We welcome your feedback, questions, and enhancement suggestions at support@trestechnologies.com.
- What's in a Name?
- Advisor Reconciliations: Enhancing Management Flexibility
- Introducing Tres' AI Import Feature
- Understanding Actions in your CRM
- Quick Searches and Quick Adds
- Why Mandatory Tags aren't all they are cracked up to be
- Why Travelers are so important in Tres
- General Ledger Accounting: The Foundation of Consistency
- Why an Integrated General Ledger Makes "Cents"
- Financial Analysis for Travel Agencies
- API - What is it good for?
- Lessons in Converting from Distributed Technology to a Hosted Application
- Tres Authentication
- Understanding Saved Views in Tres: Simplifying Access to the Data You Need