Page Comparison

Echeck default settings available in System Settings  

Who it affects:

• Customers that access Custom Groups on the NEXT platformwho will be offering echeck as a payment option.

Why we care:

• Easier navigation, saving you timeAllows internal users to store necessary information in one location that will support the ability to process a payment using the echeck process.

Summary

We are pleased to introduce introducing a new feature on the NEXT platform that simplifies group management. Users can now directly access the group back-office/management screens without going through the Group Summary first.

How It Works

• For Product Type Other Than “C”:

  • Only the "Manage Product" option is available (current functionality).

• For Product Type “C” with Group Management Feature On:

  • "Group Summary" and "Manage Group" options are available.

  • "Group Summary" takes you to the Group Summary screen.

  • "Manage Group" takes you directly to the group/costing management screen.

• For Product Type “C” with Group Management Feature Off:

  • Only the "Manage Product" option is available, taking you directly to the product management screen.

Benefits

• Efficiency: Direct access to management screens speeds up group administration.

• Streamlined Workflow: Bypass unnecessary steps for quicker task completion.

• User-Friendly Navigation: Clear menu options for easy access to the screens you need.

Simplified Groups Creation Process

Who it affects:

eCheck API Settings screen within the System Settings area of our software. This new feature will allow users to input and manage the necessary information for eCheck and ACH processing.

Benefits to the User

• Streamlined Process: Users can now easily configure eCheck settings similar to how they manage credit card settings.

• Integrated Management: All payment processing settings (both credit card and eCheck) can be managed from a single location within the system.

• Ease of Use: The interface will be familiar to users, as it mirrors the existing Credit Card API settings screen.

Key Features

1. New Menu Option:

   • Located under System Settings → eCheck API.

   • Clicking this option will take the user to the eCheck API Settings screen.

2. eCheck API Settings Screen:

   • Similar layout and functionality to the Credit Card API settings screen.

   • Users can add new settings by clicking an "Add New Setting" button.

   • A modal will prompt users to input the brand and currency for the new settings.

   • New sections for each brand/currency combination will appear, containing the necessary input fields.

3. Saving Settings:

   • Settings are saved in a similar manner to the Credit Card API settings.

Store bank details as it relates to echeck in contact’s profile

Who it affects:

• Anyone who is offering echeck as a form of payment.

Why we care:

• Less manual steps to input details into the contact’s profile/history.

Summary

When users submit an eCheck/ACH payment in Softrip, the contact billing record will now be saved in the same way it is for credit card payments. This enhancement allows users and passengers to make additional charges using the saved eCheck payment information.

Benefits to the User

• Improved User Experience: The process mirrors the existing credit card billing system, making it intuitive for users.

• Automation: Details automatically save in the end-users profile (the contacts) in Softrip’s CRM so internal users do not need to add those details manually.

Key Features

1. Saving eCheck Payment Information:

   • When a user submits new bank account information, Softrip will save the data similarly to the credit card process.

   • The system will create a record in MrkContactBilling with the following details:

     • Seq: Next Billing Sequence.

     • CType: ACH (hard-coded).

     • CNumber: Masked bank account number (last 4 digits).

     • PNRef: Token.

     • CHolder: Name on account.

     • WhoStamp: User making the payment.

     • DateStamp: Current date and time.

2. Handling Additional Charges:

   • The eCheck payment process will be enhanced to allow users to choose between new and existing bank accounts.

   • After selecting eCheck as the payment method, users will see a dropdown to choose from saved bank accounts or add a new one.

   • The dropdown will list existing bank accounts (filtered by CType=ACH) and include an option for "Use New Bank Account".

   • Selecting "Use New Bank Account" will display a form for entering new bank account details.

   • Selecting an existing account will hide the form and only display the amount to charge.

3. Integration with Softrip's Payment Processor:

   • The system will ensure that the correct tokens are charged and the payment is processed through Softrip's payment processor.

Additional Notes

• Ensure that the system correctly saves and retrieves eCheck payment information without affecting existing credit card data.

• Users will experience a seamless process for managing both new and existing eCheck payments.

By implementing these changes, Softrip will provide a more comprehensive and user-friendly payment processing experience for eCheck transactions, similar to the existing credit card system.

Add the reservation number as a filter option in Data Export

Who it affects:

• Anyone who is using the data export option to access passenger information.

Why we care:

• Provides internal users with a quick way to create a custom group.

• Less steps.

• Allows internal users to bypass entering potentially unnecessary information

Summary

We have updated the Add Group process on the NEXT platform to streamline group creation. Customers can now decide whether to use Opportunities or create a group directly without relying on specific settings.

Why This Update Was Done

The update was implemented to provide greater flexibility and simplicity. By removing the dependency on the defs.Reservations.UseLegacyGroups setting, users can choose their preferred method for group creation more easily.

How It Works

• Manage Contacts Screen:

  • The “+ Group” button in the Reservation History section will always be visible, regardless of any settings.

• Manage Customers Screen:

  • The “+ Group” button in the Reservation History section will always be visible, regardless of any settings.

Benefits

• Flexibility: Choose whether to use Opportunities or create a group directly.

• Simplicity: No need to adjust settings to access group creation options.

• Efficiency: Streamlined process for quicker group setupuser with relevant information as it relates to passengers and bookings.

Summary

We are adding a new feature to the Data Export screens that will allow users to search for passengers by a specific reservation number. This enhancement will make it quicker and easier to retrieve passenger information without having to filter through all the results.

Benefits to the User

• Faster Search: Quickly access passenger information by entering a specific reservation number.

• Streamlined Process: Simplifies the search process, eliminating the need to apply multiple filters.

• Improved Efficiency: Reduces time spent on finding specific passenger details.

Key Features

1. New Reservation Number Filter:

   • A new filter for Reservation Number will be added to the search parameters in the Data Export screen for the "Passengers" dataset.

   • This filter will be placed above the Tour Code filter for easy access.

2. Functionality of the Reservation Number Filter:

   • When a reservation number is entered, the system will ignore all other filters and parameters.

   • The search results will only display passengers associated with the entered reservation number.

3. Search Behavior:

   • If a reservation number is provided, the query will override all other filters and return the relevant passenger information for that reservation.

   • If no reservation number is entered, the search will function as usual, applying any other filters provided.

Additional Notes

• The new filter ensures that users can quickly narrow down their search to specific reservation numbers, enhancing the overall user experience.

• This change will be reflected in the Data Export screen mockup for visual reference.

By incorporating this new Reservation Number filter, Softrip aims to improve the efficiency and user-friendliness of the passenger search functionality within the Data Export screens.