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Changelog

Boards

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240

Roadmap

Planned

Invoice/Statement review without forced download
Product Feedback
When travelers are added to booking they should be added to the trip automatically
Product Feedback
Autopopulate Passport Details
Product Feedback
Please add an option to "open" an attachment. Currently there is only an option to delete or download.
Product Feedback
Workflows - adding multiple task lists to a trip
Product Feedback
Adding Client Details at Once
Product Feedback
Booking date
Product Feedback
Add Date of Birth to First Block on Client Profile
Product Feedback
Default primary address when adding a credit card
Product Feedback
Need line breaks in Notes fields
Product Feedback
Advisor profiles
Product Feedback
Preview Attachments
Product Feedback
Trip cost/amount paid/balance due
Product Feedback
Preferred Name
Product Feedback
Adding DOB on new client build screen
Product Feedback
Merging trips - smart list of possible matches
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More info from Sabre bookings
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Ability to choose a credit card when tracking a payment and marking as paid by credit card
Product Feedback
Date Updates
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Coming Soon...

vendor Invoices for Commission
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In Progress

Email automation and templates
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