Page Comparison

Default Remarks in Product and Groups NEXT

Summary

We're excited to introduce the Default Remarks feature in our Next software, similar to the one in Net. This enhancement will significantly improve efficiency for our customers when building their products.

Details

We are adding a new process to the Product and Groups areas in Next, enabling users to add default remarks efficiently. This development includes the following changes:

1. New Menu Option:

   • A new option, "Add Default Remarks," will be added below the "Add Remark" menu option in both the Product and Groups areas.

2. Popup Modal:

   • When users select the "Add Default Remarks" option, a modal will appear with a list of checkboxes.

   • The modal will display three fields: Description, On Day, and On Time, pulling data from CodeGroup = DEFAULTCUSTREMARKS.

3. Default Values:

   • If the Description field does not contain the "^" character, the default values will be:

     • Remark Description = CodeList.Description

     • On Day = 1

     • On Time = 8:00

4. Multiple Selections:

   • Users can select multiple options at once, adding the selected remarks to the Product Detail screen.

5. Difference from Net:

   • Unlike in Net, where users could change the Description, On Day, and On Time directly in the popup, these changes will need to be made in the Product Detail grid after adding them in Next.

Benefits

This feature will streamline the process of adding default remarks, saving time and reducing errors. By allowing multiple selections and providing default values, it ensures a more efficient and user-friendly experience.

Acceptance Criteria

• Product System:

  • A new menu option for "Add Default Remarks" will be visible.

• Groups System:

  • A new menu option for "Add Default Remarks" will be visible.

• Add Default Remarks Menu Option:

  • Clicking this option will display a grid with defaulted Description, On Day, and On Time values.

• Add Default Remarks Popup Modal:

  • Selecting remarks in the modal will add them to the Product Detail grids.

This development aims to provide a seamless and efficient user experience, aligning with the functionality previously available in Net while introducing enhancements in Next.

Delete function in Product Services

Who it affects:

• Anyone who is offering echeck as a form of paymentuses the Product Services Screen.

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 user 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.

• Better usability for users on the screen

• Ability to delete service(s) across multiple products

Release Notes: Product Services Screen Update

Overview:
We have restored the Delete functionality on the Product Services screen, allowing users to delete services from multiple products at once. This update aims to enhance efficiency and streamline your workflow.

New Features:

• Delete Functionality Restored: The trash can icon is now available at the top of the grid, enabling multi-delete operations.

• Menu Option for Deletion: A dedicated menu option for deletion is now included within the grid.

Workflow:

1. Log in to Backroads Production.

2. Navigate to Product → Products / Tours → Product Services.

3. Search for products using your preferred parameters.

4. Use the delete icon or menu option to remove services from selected products.

Pros:

• Improved Efficiency: The ability to delete multiple services simultaneously saves time.

• Enhanced Usability: A familiar and critical functionality is restored, improving user experience.

• Accurate History Tracking: Product History records are created for deleted services, ensuring accurate tracking and the ability to run mass updates.

Cruise Inventory on Tour Series Screen

Who it affects:

• Operators selling cruises

Why we care:

• Provides users with the ability to create custom inventory for cruises

Summary

The Groups custom inventory screen now displays cabin-specific inventory, enabling users to create custom tour inventory from these records more efficiently.

New Features:

• Cabin-Specific Inventory Display: The top grid shows multiple rows per service per cabin number, excluding those held by the parent reservation. The bottom grid displays rows for services held by the parent reservation.

• "Take" and "Return" Actions: Setting "Take" creates a record to hold the cabin number, while "Return" deletes the record, freeing the cabin number.

Workflow:

1. Navigate to Product → Product/Tours → Products.

2. Enter search parameters (e.g., Product Code = 155157).

3. Click Search, right-click on the product, and select "Manage Product."

4. In the Group Summary, go to Operations → Manage Group.

5. Navigate to Inventory → Tour Series Inventory.

Pros:

• Enhanced Inventory Management: Simplifies managing and customizing tour inventory based on cabin-specific data.

• Improved Usability: Clearly displays cabin assignments for efficient booking and management.

• Accurate Data Handling: Automatically creates and deletes records, ensuring precise cabin usage tracking.

Updates to the FIT Group Landing Page

Who it affects:

• FIT Groups

• Individuals who are using the out of the box landing page template

Why we care:

• Provides external users with clarity on inventory

Summary

We are updating the FIT Groups landing page to address several challenges users and customers face. These updates aim to improve clarity and accuracy on both desktop and mobile versions of the page.

Benefits to the User

• Improved Clarity: Clearer labels help users understand the booking options, particularly regarding pre- and post-night stays.

• Accurate Information: Removes potentially misleading information about room availability.

• Consistent Experience: Ensures a consistent user experience across both desktop and mobile platforms.

Key Features

1. Updated Headers:

   • Change the “Available Dates” header to “Group’s Held Dates.”

   • Change the “Available Nights” header to “# of Held Nights.”

2. Remove Inaccurate Column:

   • Remove the “Max Rooms Avail” column, which only reflects availability for the first night and can be misleading.

3. Enhanced Date Customization:

   • Change “Select My Dates” to “Customize My Dates.”

   • Include a new text near the “Customize My Dates” field:

     Code Block
     You may be able to request additional nights before and/or after the group’s held dates. Click to customize your dates.

4. Rule-Based Customization:

   • A new booking rule, PKGPAGEDATENOTE, will allow the additional text to be customized per Brand/Product.

Implementation Details

• Desktop and Mobile View:

  • All changes will be reflected in both desktop and mobile versions of the FIT Group package landing page.

  • On mobile, the “Available Dates” header will be consistent with the desktop view.

Additional Notes

• These changes aim to provide a clearer, more accurate representation of booking options, enhancing the overall user experience.

By implementing these updates, Softrip will resolve existing issues and provide a more user-friendly and accurate booking experience on the FIT Groups landing page.

Additional Columns

Summary

We are enhancing the Credit Card Defaults screen by adding several new columns to the grid. These columns, already present in the form, will allow users to review data more easily without having to click on individual records.

Benefits to the User

• Improved Data Visibility: Users can see all relevant information at a glance without navigating into each record.

• Efficient Data Review: Simplifies the process of reviewing and comparing credit card default information.

Key Features

New Columns Added:

on Bank Accounts Screen

Who it affects:

• Accounting teams

Why we care:

• Exposes additional information to users

Summary

Release Notes: Bank Accounts Screen Update

Overview:
The Bank Accounts screen in Accounting now includes additional columns in the grid, providing users with a comprehensive view of all available fields for setting up accounts.

New Features:

• Additional Columns Added: The following columns have been added to the end of the current grid

• Merchant Number: Displays data from AccCCDefaults.MerchantNo.

• Merchant Name: Displays data from AccCCDefaults.MerchantName.

• Phone: Displays data from AccCCDefaults.Phone.

• Processor: Displays data from AccCCDefaults.Processor.

• Notes: Displays data from AccCCDefaults.Notes.

• Additional Data: Displays data from AccCCDefaults.AdditionalData.

• Who Stamp: Displays data from AccCCDefaults.WhoStamp.

• Date Stamp: Displays data from AccCCDefaults.DateStamp.

• :

  • GL

  • Currency

  • EFT Auth ID

  • EFT Sort Code

  • Contact

  • Phone

  • Notes

  • WhoStamp

  • DateStamp

• Customizable Grid Settings: Users can now choose which fields to display in the grid, enhancing customization and usability.

Workflow:

1. Navigate to the Bank Accounts screen in Accounting.

2. View the grid to see the new columns added at the end.

3. Customize the grid settings to select which fields to display.

Pros:

• Enhanced Data Visibility: All necessary fields for account setup are now visible in the grid.

  • Improved Customization: Users can tailor the grid display to their preferences.

Invite Guests on Groups Summary Screen

Who it affects:

• Individuals using groups next

Why we care:

• Easier navigation

• Better visibility so that operators can easily share group information with other guests

• Helps generate more bookings

Overview:
The Invite Guests link on the Group Summary screen is now more prominent, making it easier to find and use for both internal and external users.

New Features:

• Relocated Invite Guests Link: The Invite Guests link has been moved from the Passenger Information section to the top navigation menu.

• New Navigation Menu Option: A new "Invite Guests" button has been added between "Options" and "Preview & Book."

Workflow:

1. Navigate to the Group Summary screen.

2. Use the new "Invite Guests" button in the top navigation menu to invite guests.

Pros:

• Enhanced Visibility: The Invite Guests option is now easier to find, improving user experience.

• Streamlined Access: Quick access from the top navigation menu enhances efficiency.