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.

Passengers Forms NEXT

Who it affects:

• NEXT platform

• Anyone who is on Res NEXT and using passenger forms

Why we care:

• Better usability for Passenger Forms.

Summary

We're excited to announce several enhancements to our platform that aim to improve usability and streamline workflows for our users.

Improved Modal Scroll Bar:

• Summary: When adding multiple answers to a new question, the modal now displays its own scroll bar instead of relying on the full browser's scroll bar, enhancing user experience.

• Details: The Create New Question modal within Passenger Forms Setup has been updated to feature its own scroll bar, ensuring smooth navigation within the modal itself.

• Workflow: Users can access this enhancement by navigating to Marketing → Passenger Forms Setup, creating a new form, and adding a question with multiple answers.

• Acceptance Criteria: When adding multiple answers, the modal will display its own scroll bar rather than the full browser window.

Streamlined Interface Logic:

• Summary: The "Add Question" button now dynamically displays based on the active tab, improving workflow clarity.

• Details: We've adjusted the logic on the Passenger Forms Setup screen to show or hide the "Add Question" button depending on whether the user is on the Questions or Filters tab.

• Changes: The "Add Question" button will be displayed when on the Questions tab and hidden when on the Filters tab.

• Acceptance Criteria: The "Add Question" button will be visible only when on the Questions tab, ensuring a more intuitive interface.

Enhanced Field Requirement Indication:

• Summary: Form ID and Form Name fields now feature a red asterisk (*) to indicate their required status, enhancing form completion clarity.

• Details: We've updated the Passenger Forms Setup screen to clearly mark Form ID and Form Name fields as required by adding a red asterisk (*) next to their labels.

• Validation Update: Validation now checks for both Form ID and Form Name to ensure completeness before saving.

• Acceptance Criteria: Form ID and Form Name fields will display a red asterisk (*) indicating their required status, and users will receive a prompt if attempting to save a form without completing these fields.