Travel Manager



As part of the Multi Vehicle / Day / Movements update to TravelManager we’re changing modules to support the new design. This involves adding more options and fields as well as updating the reports and widgets.

This week we’re going to be updating the Vehicles module with 2 minor changes:

1)   “Vehicle Type” will now use the same vehicle types used on the online quotation widget. This gives you total flexibility on the name and types of vehicles you present to the customer and use internally to reference vehicles

2)   “Details” has been added to allow for a short description for the new design e.g. Motorcoach with 54 seats has: “Leather Seats, Restroom & Airconditioning”

Changes to vehicles Updates to Vehicles Module (in development)

Update to Vehicle Module in TravelManager

*This feature is not on the live server yet but we recommend that you check you vehicle types in Account Information -> Admin -> Charter Settings (Private Hire Settings).

Eamonn

eamonn Updates to Vehicles Module (in development)

In the latest rollout we’ve added an upload facility to attach files to Charter / Private Hire Quotes / Booking. This facility allows for TravelManager users to attach documents that a client or subcontractor may have provided.

File Upload Facility in TravelManager Quotations Updates to Quotation Process and Email Templates

File Upload Facility in TravelManager Quotations

File Upload Facility in TravelManager 2 Updates to Quotation Process and Email Templates

File Upload Facility in TravelManager (part 2)

The email templates section has also been updated with the addition of some new Merge Fields such as “Customer Company/Group Name” and “System Generated Reference”. The layout of the fields have also been improved by grouping them into Customer, Quote and User/Company details. We hope this makes it easier to create your dynamic email templates.

New Layout Email Templates in TravelManager Updates to Quotation Process and Email Templates

New Layout for Email Templates in TravelManager

Finally, the HTML email template has now been moved ahead of the plain text template. The HTML email template is the default template and the plain text template is only displayed if the customer opts to view plain text rather than HTML.

Regards,

Eamonn

eamonn Updates to Quotation Process and Email Templates

We’ve rolled out a major new update to the Customers section of TravelManager based on all the great feedback we’ve been getting from the US in the last 6 weeks. Customers now supports both individuals and companies so quotes from different people can be grouped together under one company.

Customers Companies and Contacts Update to Customers – Companies and Contacts

Customers: Companies and Contacts

It’s recommended you attend one of our FREE weekly Webinars hosted every Tuesday and Thursday to get training & support on the latest updates. To express an interest in attending one of the sessions email info@gotravelmanager.com

Regards,

Eamonn

**This feature will help group multiple buyers (Contacts) under one Customer (a Company).