| RELEASE NOTES |
The notes below provide a summary of the components included in the above release. If you require any clarification be that for technical or training purposes please contact Kerrie (kerrie@tprofile.co.uk) to assist and arrange a call if required.
Release Date: 9.2.21
| Component/Fix | Details |
|---|---|
Clone a quote to the same customer | You can now clone a quote to the same customer. Simply use the clone button on the quotes tab and the system will create am exact replica for you. |
Clone a quote to another customer | You can now clone a quote to another customer. Simple navigate to the customer you want to create the new quote for, click add quote and select 'create from and existing package'. Enter the full reference number of the quote you want to clone and specify your new start date the system will create a new quote for you with the start date you specified. |
| Create a product from a quote | If you have a nice quote and would like to create a product from it, you now can. Navigate to the quote and select create product. |
| Quote Content (Free HTML blocks) | This will need to be enabled on your quotes if required but this will basically allow you to drop any content onto your quotes that you wish. It might be a sales banner, reasons to book, testimonials or something specific to that quote as your sales agents will have full control of this content too. |
| Destination Content Manager | We have built a dedicated section for you to begin to build out content which is linked to a destination. This content lives under business tools so old an admin will have the ability to create content or you can use ours as it evolves. We will also be looking to link to 3rd party providers for some of this content in the coming weeks. We have created a the following types: (If you require others, please let us know) Your sales agents will be able to pull this content into their quotes using the 'Linked Content' tab on a quote itinerary.
Here is an example quote with the above content linked to Paris: https://demo.tprofile.com/your-quote/cd013251-a229-4720-6f94-08d8ce6f33bd *Please note, if you have a custom quote template then these won't automatically pull through as we've have to enable them. |
| Inbound emails | We can now configure emails which are sent via TProfile and replied to by your customers to be pulled back into TProfile. We can also set up trigger notifications so you get notified. This will need to be configured on an individual basis so please get in touch if you want us to set this us for you. |
| Delete a customer | Should you want to, you now have the ability to delete a customer. You can do this on the customer page. |
| Bookings & Documents | You can now convert a quote to a booking. |
| Document Remplate | |
