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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.

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 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.

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.

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: 

      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 in the CC Defaults table

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

  1. New Columns Added:

    • The following columns will be added to the end of the current grid (after the Brands column):

      • 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.

  2. Data Source:

    • All new columns will pull data from the respective fields in the AccCCDefaults database table.

By adding these new columns to the Credit Card Defaults screen, Softrip will provide users with a more comprehensive view of their data, making it easier to review and manage credit card defaults.

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