Release Notes 20.8
- Pete Wright
- Kerrie O'Sullivan
- Tony Evans
| 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: 18.2.21
| 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.
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Clone a quote to another customer | You can now clone a quote to another customer. Simply navigate to the customer you want to create the new quote for, click add quote and select 'create from and existing quote'
Enter the full reference number of the quote you want to clone, the reference number is found on the top of the quotation already created
Specify your new start date, the system will create a new quote for you with the start date you specified. Click Create
|
| Create a product from a quote | If you have a specific quote and would like to save this as a product in Product Manager, you are now able to do this. Navigate to the quote and select create product.
Create a product Name Create a product Code - Can be bypassed Create a start Date Click on create This will then drop into your product manager
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| 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.
Click Add Content  Save You can update content if needed |
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 and provides admin users with the ability to create content, or alternatively, you can use TProfile content as it evolves. We are also looking to link to third party providers for some of this content in the coming weeks. We have created 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 have to enable them. |
| Inbound emails | You 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 | You now have the ability to delete a customer. You can do this on the customer page.
A warning box will appear for you to confirm you wish to delete the customer and all date will be permanently lost
Click on delete Customer |
| Bookings & Documents | You can now convert a quote to a booking. This will enable you to see Add all passengers into the GUESTS Tab
Click onto 'QUOTES' Click BOOK
A book quote box will appear and you need to select the price option required
Click Save Click the TAB 'bookings' The quote has now converted into a booking which will enable you to edit, update status and add a payment for your records and much more
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| Document Template | You can now add on your own document template Click on: 'Business Tools' then 'Document Template Manager' NOTE: If this component is required for your business please contact us for further training |
| Loyalty Points | You can now create Loyalty points and save them within the ‘Customer details. The point of us implementing the Loyalty option is to give our customer an option to start a point system to attract and keep happy customers who buy your products and help drive revenue. Reward you customers and they tell their friends and colleagues about your offer, too which drives referral traffic and word of mouth marketing.
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| Balance Due Date | In the price options section, you can now add in a balance due date  |
| Hand Luggage Only | You can add on under 'Flight Component' hand luggage only option
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