2024.02 Release Note Highlights

Update to Contact Activity Report

Who it affects:

• Customers who use “activities” in the Softrip CRM

• Anyone using the activity report in our “reports”

Why we care:

• We used to have an “activity” screen in NET. We no longer have an “activity” screen in CRM Next, so we have added a field to the Contact by Activity report to provide users with the ability to still access this information, just in a different entry point.

Summary

We're excited to announce an enhancement to the Contact Activity by Date report on our platform. This update aims to improve the ease of reviewing activities and their statuses, providing a more streamlined experience for our users.

Business Case: In response to feedback regarding the absence of an Activities screen similar to the one in our previous platform, Net, we have implemented a workaround within CRM NEXT. This update allows teams to conveniently view activities and their statuses until a dedicated screen is integrated into NEXT.

Details: With this update, the Contact Activity by Date report will undergo the following changes:

1. New Parameter for Activity Status:

   • Users will now have the option to filter activities based on their status.

   • Available values include: Open, Closed, and All.

   • The default status will be set to Open for enhanced user convenience.

2. New Column for Activity Status:

   • A new column displaying the status of each activity will be added next to the Activity Date column.

   • The status will be retrieved from the activity history table, providing real-time information.

Acceptance Criteria:

• When accessing the Contact Activity by Date report, users will notice the addition of a new parameter for Activity Status.

• The Activity Status parameter will offer selectable values of Open, Closed, and All, with Open set as the default.

• Upon running the report, users will observe a new column for Activity Status alongside the Activity Date.

• Selecting a specific Activity Status parameter will accurately filter the results to reflect the chosen status.

Groups NEXT: Multiple Pre/Post Products

Who it affects:

• Custom Groups

• NEXT platform

Why we care:

• Ability to attach pre and post products was a NET function that did not initially carry over to NEXT.

• Customers can offer pre and post night “products” to their groups.

Summary

Groups Next is introducing an enhancement that allows the addition of multiple Pre/Post Products to a Product in the header. This feature aims to provide users with more flexibility and options when configuring their group details.

Details

Changes

1. Radio Buttons to Checkboxes:

   • The "None" option has been removed from both pre and post.

   • Radio buttons have been replaced with checkboxes, enabling multi-selection for each option.

2. Move "Use Fixed Duration":

   • "Use Fixed Duration" has been moved to provide a more intuitive layout.

3. New Options:

   • Users can now choose from the following options for both pre and post:

     • Use First Hotel

     • Use Specific Service (Pre)

     • Use Last Hotel

     • Use Specific Service (Post)

4. "Add Product" Button:

   • A convenient "Add Product" button is now available underneath the ProductCode selection for the "Use a Product" option on both pre and post.

Screen Logic

• Each "Use Fixed Duration" checkbox is disabled by default.

• If a corresponding option is selected, the checkbox for that option will be enabled.

• The logic for "Use a Specific Service" remains consistent with the current functionality.

• After selecting a ProductCode, a list of services to choose from will be displayed (limited to choosing 1).

Usage Examples

• Multiple Selections:

  • Users can now select multiple pre's and multiple post's.

• Fixed Duration:

  • "Use First Hotel," "Use Last Hotel," and "Use Specific Service" options have their own corresponding "Use Fixed Duration" textboxes.

  • Enabling an option will enable the corresponding "Use Fixed Duration" checkbox for that row.

  • Disabling an option will disable and un-check the "Use Fixed Duration" checkbox for that row.

• Adding Products:

  • The "Use a Product" option includes an "Add Product" button to add new rows with ProductCode/ProductName.