Release Notes - July 2018

1. Recontact Date Dashlet

The Recontact Date Dashlet allows you to see all leads that have a recontact date that within the current week. If the recontact date is set for a date in the past, it will also appear on the list (leads that are "Lost" will no longer appear). This allows you to see all leads with the recontact date within this week. It will stay on the list until the recontact date is updated for a future date or deleted. 

To add the Recontact Date Dashlet to your dashboard, follow these steps:

Step 1: Go to My Account

Step 2: Add Recontact Dashlet

Step 3: Link Recontact Dashlet

Step 4: Reorder Dashboard List

Step 5: Refresh Dashboard

2. Config Agent Contact vs Company Contact Information (Footer of Itineraries, Invoices, Receipts)

You can now configure the contact information presented to clients to either show Company Contact Information or specific Agent Contact Information. To toggle on agent information, go to Company Profile, under Confirguration:

Proposal View:

Invoice/Receipt View:

3. Image Folders

When creating a new Image Folder, it will now automatically create a Folder Path. This makes it easier to create a folder without having to create a path.

Please note, folder names must only contain alphanumeric, spaces and dashes.

4. Create Suppliers

When creating new suppliers, the prompt will ask you to choose the appropriate Supplier Rating. This ensures that your new supplier will show up on the cost popup.

5. Display submission data for printing

After a client submits a Live Submission Form, they will be presented a copy of the information they submitted so that they can print it for their records:

6. Moved Includes / Excludes below Accommodation

We have moved the Details section (Includes/Excludes) section below the Accommodations Section on all itineraries.