Release Notes 20.4
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 : 22.05.20
Component/Fix | Details |
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Attachments on emails | All mails sent to customers via the 'History' tab can now include attachments. Document types you can attach include .doc, .docx, .png, .jpg .pdf and a limit size per document of 2MB is enforced. You can attach up to 10 documents at a time. This process starts within the 'History' tab where you can send emails. You then choose whether to use a template or blank email. For the purpose of this example I've chosen a blank email. Within the mail you will find the 'UPLOAD' button. This allows you to attache single or multiple files to the email which can then be sent to the customer. You can choose to attach existing documents that have uploaded against the enquiry under the documents tab and on previous emails or you can attach new documents by selecting the upload button. To simplify this document process for agents we have added two features :-
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Documents | Documents can now be uploaded to a customer enquiry and stored. This could be a document related to the quote, a voucher, insurance, or proof of information for example and ensures that all information related to the enquiry/booking can be stored within TProfile. These documents are then viewable to the agent and can be downloaded later if required. For TProfile customers using online customer portal, these documents can also be made visible to the customer within their online profile area. Thus providing a single place for customers to view and/or download all the documents related to their bookings be that pre, during or post travel. To undertake this process, go to the 'Docs' tab within an enquiry. You can then use the 'UPLOAD FILES' link to choose and upload files. All uploaded files will be listed in this section and can be downloaded or deleted. |
System Performance | We’ve been busy making adjustments to improve the page load and overall performance of both TProfile CRM and front end sites and the result has delivered a significant jump in performance ratings across all device types. Here is a technical summary :-
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