New in TravelContact

Create Tasks Templates and Change Trip Ownership

You asked, we listened!  We added two great features to TravelContact.  Now, you will be able to create tasks templates for your trips and admin users will also be able to change ownership and assign trips to other advisors.

Manage Templates when using the Google Tasks Integration: 
When creating a trip, you will have the option to create a new tasks template or select from the templates that have already been created.  When a template is selected for a trip it will be saved as a trip task list which you can always edit to delete or add tasks at the trip level. To access your Trip Tasks Lists you can visit the Tasks, Notes & Docs section of each Trip, or you can go to the Tasks section in the Dashboard where you can access all Trip Lists created. Coming soon:  New section to group all tasks from Trip Lists together and sort them by due date and creation date.

As an Admin User, assign trips and change ownership:
When creating a trip, an admin user will have the option to change the ownership of the trip and assign it to other active users in the agency. At any time, the admin user can edit ownership by accessing the trip and selecting the editing pen icon next to the trip name (located in the trip banner).
Then, go back to your supplier list and select one or multiple labels to narrow your search. You can also include filters by destination and supplier type.


Here is a quick video on these two features:

Update To Trip Accounting And Invoice Tracking

Our goal in TravelContact has always been to innovate and bring you new features that will help you streamline your daily processes. With this is mind, we made two important updates to the Trip Module:


1. Simplified the creation and tracking of invoices from within each trip.

From the new Accounting Section (previously Invoice & Commission), you will manage payments separately depending if the payment was made to the Agency: Option to Confirm and Invoice; or to the Supplier: Option to Confirm, but this will not generate an invoice as the client is not paying the agency directly.

You will find 3 sections:
- Invoices: View, edit and enter payments to all client invoices.
- Supplier Payments: Enter payments to each specific supplier.

- Commissions: Manage all commissions expected and received (no change to this section).


2. Possibility to send out a proposal or final itinerary directly from the platform with or without service cost information.

Now, you have the option to download a proposal or final trip itinerary with detailed cost information at the service level. You can also send it to your clients directly from the platform and include a personalized message.

Here is a quick video tutorial on the new flow for Trip Accounting:

Add Supplier Labels

We have a great new feature for you! You can now add labels to your suppliers and use them to filter your search. You will be able to create new labels and access all labels created by other users from your agency.

To add a new label, simply select a supplier from your list and open the supplier profile. Find the box for labels and click on add a new label. At this time, you will be able to search for existing labels, create new ones or edit and delete labels from a supplier.

Then, go back to your supplier list and select one or multiple labels to narrow your search. You can also include filters by destination and supplier type.

Here is a quick video tutorial:

Credit Card Storage - Auric

We added a great new feature to TravelContact: Credit Card Storage powered by Auric. Now, you can safely store and access all your clients Credit Cards at any time. 

All Credit Card data is encrypted and stored using AuricVault® which is compliant with worldwide security requirements, including PCI DSS. For more information: https://auricsystems.com

You can find the new Credit Card section in the client profile menu. Add as many cards as your client has and access with two-way authentication.


Check out this short tutorial: 

 

Quick Add

We added a great new feature to TravelContact: Quick Add! This is a great and easy way to add services to a Trip, with less required fields and in less time.

To find this new feature, go to a trip and click on Add Service and choose Quick Add. You will be able to add multiple services at once with or without cost information.  If you want to add services with more detailed information, you can always select the Advanced option and proceed as you normally would.


When to use quick add vs advanced?

Quick: Quick trip building with minimal information.
Advanced: More detailed information. Examples:

1. When adding services with multiple currencies.
2. Dividing cost of a service amongst groups.
3. Sending Itineraries to your client.

Keep in mind, you can always go back to services added under Quick and Advanced Features to Edit or Add more information.

Check out this short tutorial: 

 

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