Thank you to our Tres users for all the feedback you have been giving us. We are happy to announce an upgrade (version 0.4.78) is being pushed to the production web site. You should see the changes the next time you login. We recommend you clear your cache by using the browser refresh button or using Ctrl+F5 keys. Please review the list of enhancement that have been made since the last version:
What’s New:
Enhancements to Searches
- Manage columns capability in main search areas. This functionality allows you to add, remove and reorder fields and save the setting you would like to see on the results screen for the following:
- Travelers
- Clients
- Trips
- Activities
- Suppliers
- Advisors
- Action Plan Templates
- Added Export to CSV capability in the following search screens:
- Travelers
- Clients
- Trips
- Activities
- Suppliers
- Advisors
- “Reset All” button in all search screens is changed to Reset Filters, it now clears the filters, and the results
- The message is shown when searched results go beyond 500
- Added capability to search through email and phone in Quick Search
Enhancements to Client/Supplier profiles
- When adding a new supplier, the default status changed to “Active”
- Added new design for Supplier profiles for Linking/Unlinking people
- "Permit Marketing" is now available in Suppliers profiles
- Permit marketing checkbox is moved to the address level – one check box for all addresses
Additional Enhancements across other areas:
- Changed some of the left navigation icons and their arrangement
- Added the Direct Connect list of providers in the top navigation - This navigation helps you connect to different suppliers. A direct connect bowser extension has been built for importing existing reservations we will be rolling this out shortly for a subset of our suppliers, more news to come on this soon.
- Email Configuration Settings have been added under Settings - User Profiles
- Added Multi-select checkboxes and delete functionality in:
- Trips - Actions
- Settings - Destinations
- Settings – Branches
- Copy and show CC number icons are there now available in Traveler - CC management
- Advisor Pay Reconciliation rules by travel category are implemented in Agency settings
- Trip Statement - Agency Level Trip Statement remarks are available at the bottom
- Reports - Supplier - Statement – Agency Level Supplier Statement Remarks are available at the bottom
- Bug Fixes