Easy Trip
What's New in Windows Easy Trip Version 3.5
CUSTOMERS
On the "Additional Credit Cards" selection the list of credit cards is now sorted by the Card Holder name.
RESERVATIONS
When the Reservation Search screen is first opened, the last Reservation is now automatically selected and highlighted.
RESERVATION EDIT
A new tab has been added to show the To Do List for the current Reservation.
RESERVATION TRIP SHEETS
The Reservation Trip Sheet screen has been modified to include a three-part tab screen.
Tab Two On the second tab, the "Batch Print by Reservation #" has new Up and Down arrows that may be used to increment or decrement the Reservation number.
Tab Three The new third Tab allows Reservations to be batch printed by a single Bill To # or a range of accounts.
ACCOUNTS RECEIVABLE
From the AR Payments screen there is a new View button. Clicking on this button will display the Invoice details for the currently highlighted Invoice #. This is the same View that is available from Invoice Search.
DRIVER SCHEDULE
A new selection has been added to the Driver Edit screen. Clicking on the Schedule button will display the new Driver’s Schedule screen, which shows the times and dates that the Driver is unavailable. The purpose of the Driver Schedule screen is to detail the recurring times on a specific day of the week a driver is unavailable or a specific date that the Driver is unavailable.
The Driver Schedule screen has a separate list for each of the seven days of the week. There is also one more list that shows specific dates and times that the Driver is not available. When a new entry is added, you can specify either Specific Dates or the Weekly Schedule.
Schedule Issues When a Reservation is saved the Driver’s Schedule will be checked to ensure availability on the Reservation Date and during the Pick Up and Drop Off times. If the Driver is unavailable a message will be displayed to allow the user an opportunity to select a different Driver or disregard the issue.
DRIVER CONFLICT
When a Reservation is saved Driver Conflicts are examined. The current Reservation is reviewed against other runs on the same Run Date and with overlapping times. If a conflict exists a message will be displayed to allow the conflict to be corrected or disregarded.
TO DO LIST
The To Do List is a collection of entries detailing tasks that need to be completed or have already been done. Each entry may contain information linking the item to a specific Reservation # or notations for another activity.
To Do Explorer Window The left side of the window shows the calendar dates for entries in the To Do List. The right side is a List View that contains the specific To Do List entries.
The last three icons on the Tool Bar of this window may be used to alter the display of the right pane. The options are Large Icons, Small Icons, and Details. The Details format is the default displayed when the window is opened.
Add / Edit If a valid Reservation # is entered, then the To Do entry will be visible on the "To Do List" tab on the Reservation Edit screen. If the Add button is clicked from the "To Do List" tab on a Reservation Edit, the Reservation # will be added automatically by Easy Trip.
A To Do entry may have an assigned priority. The default priority for a new To Do entry is three. There are five levels for the priority, where one is considered the most important and five is considered the least important. Colored icons are displayed in the List View to indicate the priority.
Completed To indicate an entry has been completed either delete the entry or edit the entry and check the box labeled "Completed". When an entry has been marked completed the icon will change from a priority number to the letter "D".
GLOBAL SETTING
Three new settings have been added to enable or disable checking for Vehicle Conflicts, Driver Conflicts, and Driver Schedule issues. If any of these settings are enabled then potential conflicts and scheduling issues will be reported when a Reservation is saved.
The Email module has been enhanced to allow a second User Name and Password to be entered for users with an ISP requiring Authentication. There is a new option to indicate how often to check and download new messages. If this value is set to Zero then Easy Trip will not download new email messages. You may click on Send / Receive to download messages at any time.
Another option has been added to "Delete downloaded Emails from Server". If this box is unchecked then emails can still be downloaded but will not be deleted from your ISP server.
New icons have been added under the Status in the List View on the right side of the Email screen. A small open envelope icon or closed envelope icon will be shown to indicate if the email has been read or is unread, respectively. Right clicking the mouse on an email entry will show an expanded list of options that include saving the email and toggling the "Read" status.
NEW ICONS
Two new icons have been added to the main Easy Trip tool bar window. There is now an icon showing a pair of car keys for the Vehicle module and a picture of two people for the Driver module.
REPORTS
New Reports have been added for Driver Hourly Times and the To Do List.
( Page Modified on 05/25/04 )
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