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      New Features - Release 1.160 - Aug 31, 2023 - Search Activity Feed + Canceled People

      We are optimizing and enhancing some of our recent features based on your feedback + some extra searching

      🔎 Looking for something? Search global, find David.

      Not sure which Trip someone is on? Let's call that someone "David."

      👉Skip the TRIP DASHBOARD and jump to REPORTS -> SEARCH

      • Enter a REFERENCE CODE, email, or name to find your "David"
      • Select the DATE RANGE when the activity (booking, registration, task completion) happened
      • Maybe add a filter by type to narrow down the results
      • SEARCH
      • Click to the TRIPBOARD for the right "David" 

       

      👀 I see Canceled People (in Manage Payments) 😳

      • Wondering why David disappeared from MANAGE PAYMENTS after you changed his STATUS to DECLINED, even though he had made a payment?
      • Now, we include CANCELED people in Manage Payments
      • CANCELED means: DECLINED with a payment

      But why?

      So that you can see what payments they have made even after they have declined to go on the trip!

      NOT TO WORRY: Their price does not get included in the total "Amount Owing."

      Thanks to Bianca from Reho for suggesting

      8377

       

      🆕 Search + Filter Trip Activity Feed

      • Not only can you search at the TRIP DASHBORD level across all Trips, but you can now search + filter on the TRIP ACTIVITY FEED too!
      • This means you're searching for activity within a specific Trip and you don't need to leave it to find the information you need.😍trip-activity-feed-search-example

      Thanks to Bianca from Reho for supporting this

      8295

       

      🆕 Search + Filter TripBoard (per Traveler)

      • That long list of things at the bottom of the TRIPBOARD may seem like noise, but it can be full of useful information, now you can mine it for the details you need!
      • Search for what you're looking for, by keyword, date range and activity type.
      • As stated in the headline, this is per Traveler (hence, viewing their TripBoard)

      tripboard-activity-feed-search

      Thanks to Bianca from Reho for supporting this

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      🆕 Tasks due relative to registration date + trip start date 😎

      • You have always been able to create paywalled tasks or just TASKS that don't appear until after booking.
      • Now, you can choose two more options!
        • X (you choose the number) days AFTER registration - great for forms you need completed before booking
        • X (you choose the number) days BEFORE trip start date - great for setting reminders based on when the fun begins

      task-relative-due-dates

      Thanks to Katy from Untold Italy for supporting this

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      😱 Did your other gateway cancel you? Consider Square.

      • Sometimes the decisions Stripe (or other platforms) make about your money can feel arbitrary. From frozen funds to outright rejection. If you need an alternative, maybe Square can work for you, no need to migrate all your content, simply switch your gateway with YouLi. Learn More
      • Did you know that you can even connect different gateways to different trips!? Learn More
      • With this update: now your Square link on Manage Payments takes you straight to the receipt 💨

      WHO CARES? It seems small, but this little shortcut means you can jump to the exact charge in Square - so you can refund or manage as needed.

      square-link-direct-to-receipt

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      Bug Fixes & Enhancements

      • 🐞 8369 - Taxes and Fees were showing incorrectly in emailed receipts (total was correct). This has been FIXED. Resend receipts to provide a correct receipt to customers. Thanks to Yirel from LLV for reporting.
      • 🐞 8386 - The API endpoint getinvitees did not include Add-ons in the AmountOwing. This is FIXED. Thanks to Jacobo from Solo Female Traveler for reporting.
      • 💪 8192 - "BACK TO EDIT TRIP" is now "BACK TO TRIP" to apply for all users (even if they don't have EDIT access. Learn more about Role Based Access Control
      • 💪 8376 - Always show allocations in Manage Payments - People tab to allow troubleshooting of misallocations. Thanks to Lori from Overton Travel for her patience working through allocation issues (and reporting this issue)!
      • 🐞 8366/8372 - remember the search when making charges or changes on Manage Payments and Manage People <-- this has been driving me crazy!
      • 🐞 8380 - Remove spinner when clicking to new pages from Manage Payments and Manage People - to make it easier to open in a new tab. 
      • 🐞 8368 - When an Invitation Group is Paying Together, but there are members who have NOT paid an installment that others have paid, the total due was showing incorrectly. This is FIXED
      • 💪 8374 - There is now a check for overpayment when making a charge or recording a manual payment. Watch the alert to make sure that you won't over pay when completing the action. Thanks to Lori for reporting
      • 🐞 8365 - Always set the right activity log type
      • 💪 8362 - Performance optimizations to reduce page load time