TESS Version 18.1
New Features
Client Portal! *
The new Client Portal is here and it is amazing!
- Give your clients direct access to itineraries, proposals, and invoices.
- Share documents with your clients and let them share documents with you - securely! No more emailing sensitive information.
- Your clients can share their destination to social networks, which is a great way for you to connect with their friends.
Travel Authorizations *
Travel Authorizations, or Client Tasks, are part of the Client Portal, but can also be used independently. Send your clients tasks to complete online:
- Name, Birthdate, and contact information verification.
- Credit Card Authorization
- Travel Insurance Acknowledgment
- Custom Tasks
- Digital Signature
Final Payment Date on Bookings
- Track final payment date for each booking.
- Include final payment dates in invoices and the Client Portal.
Report Improvements *
- Custom reports now display on screen instead of downloading to Excel.
- Of course, you can still export it to Excel if you need it there!
- We also changed how standard reports will work throughout the system and you will start seeing new ones show up more regularly.
TSA Pre-Check Field
- This has always been an option but was a little hard to find.
- Now it is available in the Passport section of your client's profile.
Search by Group Trip Number
- From your bookings list you can now search by Group Number.
Top Sales Widget Defaults to Current Month
- Previously the widget defaulted to the year view, it now defaults to the current month.
- The Top Sales Widget is an agency setting that can be turned on by an admin.
Relatives Changed to Relationships
- Our client "Relatives" area has grown to include other types of relationships, so we just changed it to make it more clear!
Improved Time Zone Support *
- You can now schedule email to be sent after a specific time including time zone.
- When the email is sent, it goes into a queue and is usually processed within a few seconds but during very busy times it could be up to a few minutes.
- Time zone problems also sometimes caused bookings to show on the next month's reports which is adjusted now.
Duplicate Hotels and Rooms Supported in Proposals and Itineraries *
- Previously there could be problems when trying to use the same hotel or room category multiple times in a proposal or itinerary - no more!
All Clients Supported on Itinerary Flights
- Before this release you could only add flight details for five travelers on a trip, this limit has been removed.
Proposals Automatically Canceled After Trip Creation *
- Proposals remain in your trip list so you can re-use them or reference them later, but usually you do not need them after you create the trip.
- With this change the proposal will be put in a canceled status, but you can still access it by changing the filter on your Trip list.
Trips List Filter
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You can now filter by multiple trips status types in your trip list
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Autofill Address when Adding Relatives
- Complete tasks with a check box everywhere
- Icons beside user photo open User Profile and Add Task
- Documents can be shared from Proposals
- Timelines added to clients, users, and companies
- View stored credit cards from the booking payment window
- Clients can request/authorize a payment from their portal
Bug Fixes and General Improvements
- Problem Sending Birthday and Anniversary Emails *
- Fixed Error When Clicking a Chart Series on Dashboard
- On Commission Earned Report, Changed "Earned" to "Projected"
- Supplier Graphs Updated to Show Current Years Sales
- Times in Itineraries and Proposals not Changing When Scrolling
* Indicates this is related to a feature in the Advanced Package