Customer Focus - Update on your ideas.

January 4th, 2008 | by admin |

We have now rolled a number of new pieces of functionality as requested by you the subscribers and voted on by the community.

The top two items from the customer ideas list have now been implemented.  These are:

  • Customer Emails - Ability to email a customer or contact from within TravelManager and have the email logged on their notes.
  • Employee Holidays - Ability to set on a per employee basis the annual holiday entitlement and monitor the number of holiday days left for planning purposes

We will be making a few cosmetic changes to the email tool over the next couple of days to make the interface on notes cleanter - but we thought you should get access to the tool now rather than wait ;-)

Remember, when you send an email via this interface it will be logged into “notes” on the customers account and you will be able to search on those notes from the main menu search bar at anytime in the future. So if you send a number of emails to different customers about a specific piece of information then you will be able to see who you sent it to and when.

eg. Send John, David & Emily and email about your new Private Hire pricing structure in January and you forget who you sent it to in August, then do a simple search for Private Hire on the notes section and you will get those 3 accounts listed. Simple.

On the employee holidays section - you can choose the start date for when holidays are counted “from / to”  from within the Account Details section. So if you choose your businesses holiday accounting period to start from the 1st April each year - then employees will automatically be given their holiday entitlement on this date each year. ie. Enter the information in once and it will do it forever thereafter.

We will now be working our way through the remainder of the customer ideas - so keep them coming we would hate to run out of ideas and have nothing to do :-)

Regards

Mike

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