Product Feedback

please remove all airlines from commission chasing and commissions late since they are unique to posting off commissons

Add an email integration where we can set up email templates to be sent on first day of travel, last day of travel, etc. Bon voyage emails, welcome home emails, etc.

When looking at supplier contacts, each contact has to be opened to see the position

That's it. It's annoying to have to recreate the wheel. Thanks for your consideration.

Where did YTD Revenue go on the Advisor Dashboard in Analytics? Please put it back.

There needs to be a way to email Client Payment (fee) receipts to clients upon processing. We are currently taking a screenshot of the receipt and pasting that into an email to send to the clients from our Outlook. We need a more efficient way of processing and sending receipts.

We need to be able to add task lists from workflows at any point during a trip, not just when a trip task list is empty of tasks. Also need the tasks to have headings or some sort of divider if adding multiple pre-built task lists within one trip

We need the ability to delete a form in the event it was added in error or incorrectly since some components of the form can not be edited (lead vs client) after it is created.

The billing address defaults to New when adding a credit card, but would be nice if it just defaulted to Primary so there'd be one less click for us when adding a new payment method

It would be helpful if we could generate and view a client statement without being forced to download it in order to view.