Update to Contact Activity Report Who it affects: 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: 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.
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.
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Passengers Forms NEXT Who it affects: Why we care: SummaryWe'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.
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Groups - Move Funds Who it affects: Why we care: SummaryWe are thrilled to introduce an improved fund transfer process within our platform, ensuring seamless transactions between parent and child reservations. Here's an overview of the development and its significance: Previously available as a custom process in our legacy system, this enhancement brings the capability for both internal and external users to transfer funds from a parent reservation to child reservations to our NEXT platform. This standardized process simplifies fund management and enhances user experience. Key Details: This custom fund transfer process from our legacy system has been incorporated into NEXT as a default feature. Users can now move funds efficiently between parent and child reservations, streamlining financial transactions within our platform. The enhanced Group Summary interface includes a new menu item labeled "Move Funds," strategically positioned within the Payments menu for easy access. Upon selecting "Move Funds," users are directed to a user-friendly screen designed for simplicity and functionality. The new screen displays essential information and buttons at the top, followed by a table listing child reservations and their respective amounts. Users can conveniently split funds evenly among reservations or distribute them in a waterfall fashion based on reservation requirements. Validation checks ensure accuracy and prevent errors during the fund transfer process. Server logic has been optimized to handle transaction creation and fund movement efficiently, maintaining data integrity and security.
Acceptance Criteria Highlights: The "Move Funds" menu option is displayed in the Payments menu for users with checkpoint R194 associated with their profile. The interface guides users seamlessly through the fund transfer process, ensuring clarity and ease of use. Validation prompts users to correct any errors before proceeding, minimizing potential issues.
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Vendor Direct Enhancements - Build Custom Manifests Who it affects: Why we care: SummaryWe are excited to announce a significant enhancement to our Vendor Direct platform: the ability for users to create custom manifests tailored to their specific needs. This feature empowers users to access the precise information they require without relying on external sources, enhancing efficiency and autonomy within the platform. As a Vendor Direct user, you now have the capability to build and save custom manifests, streamlining the process of retrieving essential data for your operations. Whether you need specific columns, service types, or passenger information, this enhancement enables you to create manifests that align perfectly with your requirements. Business Case: Recognizing the diverse needs of our Vendor Direct users, we aimed to provide a solution that offers flexibility and customization. By allowing users to build their own manifests, we ensure that each user can access the information they need efficiently, without unnecessary dependencies on external sources. Key Details: Users can now select from a preset list of manifests or opt to build their own custom manifest. The custom manifest builder interface resembles the manifests screen in Operations for internal users, offering familiarity and ease of use. Users can select specific columns, service types, reservation information, and passenger details to include in their custom manifests. Custom manifests can be saved with unique names for future use, enhancing workflow efficiency. The search functionality has been updated to accommodate custom manifests, ensuring accurate and tailored results. Exported data from custom manifests aligns with the selected column options, providing comprehensive and relevant information.
Acceptance Criteria Highlights: The Manifests tab now includes a new option for "Build Custom Manifest," providing users with the ability to create their own manifests. Dropdown menus for selecting columns, service types, reservation information, and passenger details are user-friendly and offer multi-select functionality. Users can save their custom manifests for future use, streamlining repetitive tasks and ensuring consistency in data retrieval. Exported data from custom manifests reflects the selected options, ensuring accuracy and relevance.
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