Update Bulletin Archives

Merry Christmas

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1) Client Search – New additions have been added to the Client Search box.

 

–  Warning List Filter – The Warning List drop down will allow users to filter clients in the search based on if they are in the warning list or not.  By selecting “Yes” and clicking search without any additional criteria, the system will provide all clients that are on the Warning List.

NOTE: You cannot search with the warning list set to “No” without an additional set of criteria.

 

warning_list_filter

 

 

Membership Status Filter – For Businesses that have memberships enabled, the member status search option has been added to the Client Search to filter clients based on membership status.

Note: Additional criteria must be entered when using the filter.

new_search_screen

 

 

2) POS Export Button – A new Add Export button has been added to the Point of Sale Activity panel.

pos_activity_export

 

 

 

3)  New Wildcards available– A Guest Mobile Phone, Promo Code, Company Name, and Rate Group Wildcards have been added for emails and custom reports.

 

 

4)  Type Revenue & Occupancy Panel – The export has been updated and will now contain the Occupancy percentage, ADR and Rev PAR values

type_rev_and_occ_export

 

 

5)  Guest Folio Warning-  If the business level preference called “Display Warning When Edit Clicked In Guest Folio” is turned on, a warning will display to verify if the user wishes to proceed. This was implemented to limit operators from changing client’s details through this method without realizing it is changing the client on all reservations for that client.

 

edit_client_preference

 

 

edit_client_reminder

 

 

6)  Online Comments Preference – Users can now set the preference for where the notification of the token and credit card being stored will be applied to, whether in the comments of the reservation or in the History Tab in the Guest Folio. This preference is found within the Online Settings tab called “Online Payment Comments Entered Into Rez Changes Instead Of Rez Comments”.

online_comments_pref

 

online-payment-comments-rez

 

 

7)  Non Cutoff Payments – The ability to filter payments which have not been cut off is now avaialable.  This will make it easy for users to quickly audit which payments are still due to be dealt with through the cutoff process. This is available within the payment Audit panel.

Note:  The Date range does not apply to this preference when activated.

non_cut_off_payments

 

 

8)  Group Statement Balance Forward – The group statement report will now be based on the balance forward preference in the business setup.

statement_balance_pref

 

 

 

 

9)  Discountable Auto Products – Once the discount flag is enabled for these products from within the product setup and a discount is applied to the reservation, these products will also be discounted.

 

 

10) Tax Number on Reports – The tax number is now being added to the HTML confirmation reports once a tax number has been assigned.

 

 

11) Member Notification –   For Businesses that have memberships enabled, when attempting to create a booking for a client/member with a membership set as inactive/suspended, a rule failure will be returned to the interface.

inactive_client_message

 

Report Fix: Group Package Summary security deposit fix

Report Fix: Html Departure report close date fix

Report Fix: Removed extra page border on check in detail report

Report Fix: Payment detail (report) button Rollup Payment

Report Fix: Statement balance forward fix

Report Fix: Marketing TypesSome have line totals and no subtotals and then visa versa for others.

Bug Fix: Length Sensitive reservations on rate groups that were not default fix

Bug Fix: Client membership handling fix when client rate group is same as default

Bug Fix: Map interface Online Unit Descriptions fix

Bug Fix: The Marketing Types Pie Chart has been cleaned up. The drilldown is functional and the print menu is visible again.

Bug Fix: Improved process for vehicle handling

Bug Fix: custom (single reservation) report fix

Bug Fix: Html tags removed from Notes/Tasks

Bug Fix: No submit required when switching between reservations in a group booking. We now ensure that changes are returned to interface for Custom Alerts, and Vehicle Details

Bug Fix: Load default client vehicle into guest folio if exists, when business has only one vehicle type configured fix

Bug Fix: Rez Employee and Client comments dialog should allow for users to highlight and copy historic content now.

Bug Fix – Marketing Opt-In Export date Fix

Bug Fix – Travel Agent group reservation fix

Big Fix: Edit Charge comments displaying undefined fix

Bug Fix: Wholesaler Reservation handling fix

 

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(8) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(9) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

Update Bulletin 10-26-16 – New Features and Fixes – New!

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Vehicle Detail Handling –  The process of saving vehicle information has now been adjusted.  When making a reservation, when vehicle information is applied to the Rez Vehicle Information directly, this saves the vehicle information to the reservation only.  To save this vehicle information to the client, click the 3 dot button and click Add.   Once the desired Vehicle information is selected, then click Assign to Rez to apply to reservation.

When only one unit is available on a client, the vehicle information will still automatically populate on the reservation.

 

vehicle_details

 

 

Email Confirmation Breakout – The email template for online and console reservations are now being broken out. Users can now individually configure what details the customer would see when they complete a reservation online or when an email is sent through the console. Original content from reservation confirmation has been duplicated in both, thus customers would not see any differences unless this template is edited.

 

email_confirmation_templates

 

Arrival Time update – When you check in a reservation the Arrival Time in the Guest Folio is updated to the exact time that the client is checked-in. This allows security gates cards to have the correct time to be valid and will also keep a visual record of the exact time any client was checked in.

check-in-time

 

Revenue & Occupancy panel- The date range restriction for the Unit Type Revenue & Occupancy and Unit Revenue and Occupancy panel has been changed from 93 days to 366 days.

 

date_range_restriction

 

Security Gates – Add Pin/Card Dialog – When loading this dialog from the System Card perspective there is now a date range/time that can be set to show when the card is valid between.

 

security_gates_-_new_field

 

Security Gates – Add Pin/Card Dialog – Added the “Assigned To” column to the table that shows the lists of cards for a reservation and/or system.  Security Gates Maintenance Panel – Sorting has been added to all of the columns

security_gates_-assigned-to

 

 

New Report-  Departure Report With Bonds – By Client Name has been created. List of security deposit products is used to build report columns dynamically.  It currently handles up to four(4) security deposit products.

 

departure_report_with_bonds

 

 

New Export Column –  The made date column has been added to the export from the Arrivals/Departures.  With the create_time of reservation without hours minutes seconds.

 

Quote / Waiting List Search Dialog – Added 2 additional date filters – Any Part Of Rez Within & Entire Rez Within. Any Part of Rez Within filters for any reservation crosses or within the dates selected  and Entire Rez Within filters for only reservations falling withing the date range.

 

waiting-list-filters

 

Separate Auto Charge Invoices (cash businesses only) – When an auto product is applied to a reservation, the charge is now placed on a separate invoice.  This will make it easier when a user needs to reverse that specific charge  for Cashed based businesses are now put within their own invoice.

 

auto_charge_-_separate_invoice

 

 

Separate Rez Fee Invoice – Users now have a preference called “Separate Onto Own Invoice”. This flag specifies whether or not cash based businesses will assign the fee on the reservation main invoice or it’s own invoice. This will make it easier to handle the reversal of the Rez Fee easily.

rez-fee-separate-invoice
Navigation Menu – It is now caching itself so when you load it up over and over again it will stay on the same tab and not rebuild itself. The only time it should rebuild itself is if you navigate to a different business.

 

Enhancements – Speed enhancements have been applied to the Account Review/Aging AR/Rez tab query that pulls the information there to speed it up. I also pushed this query to production.

 

Global HTML Report Change: Reports are now loading into Letter Paper Size

 

 

FIXES

Security Gates – Add Pin/Card Dialog – Changed wording from “Cancel” to “Close” on the button.

 

Type Revenue & Occupancy – When selecting a date range larger than a year there was a spelling mistake in the warning dialog. It has been changed from “Pleae” to “Please”.

 

Channels – When turning on the TXA channel the SiteMinder products are no longer available.

 

Security Gates – Add Pin/Card Dialog – Changed wording from “Label” to “Assigned To” as that is the wording used in the Security Gates Maintenance Panel where that label is displayed.

 

Bug Fix: Online pages – Display confirmation report with or without unit number is now based on Reservation Services Page – Display Unit Number preference.

 

Bug Fix: Guest_Email system label wildcard is now populated

 

Bug Fix: Correction built into area where print selector is determining whether or not to skip loading the dialog and go straight to loading a single report in the meter reading area.

 

Bug Fix: additional validation on emails being entered

 

Bug Fix: Arrivals/Departures – Product Security Deposits not being included in the Bulk Check Out.
Waiting List – After completing the process to add someone to the Waiting List it was requested that the “Print” option be hidden because there are no reports to handle this. The “Print” button is now hidden in that scenario.
Inventory Change Emails – This has been made a system preference and is currently turned off in profile now. It can be turned on/off based on the database.

 

Bug Fix: Batch print reports issues have been rectified

 

Bug Fix: Ability to email custom system label reports has been added. Testing of content from system label manager has been adjusted to load the content like a regular report. Loading from the print selector just like a regular report.

 

Bug Fix: Guest List Rez Charges Only Arr/Dep General Tab is returning charge amounts again

 

Bug Fix: Storing all unit type policy descriptions including all html formatting applied in ckeditor

 

Bug Fix: Events with Occur Type set to every year are now loading as required in future and past years.

 

Bug Fix: Accrual businesses unable to send email cancellation comments from print selector..this has been fixed.

 

Report Fix: Statement balance forward – Check to see of rez check in date is newer than balance forward date..if so, no balance forward required, set date to check in of reservation so that all charges appear in statement

 

Bug Fix: Quotes did not load properly when shopping cart was enabled

 

Bug Fix: Guest Folio – Change Charges – When modifying a charge’s discount from a discount to no discount it is not calculating taxes properly on the change charge dialog.

 

Report Fix: Group/Corp Invoice loading from link in guest folio charges/payment section for AR transfers only returning the one record now. Transaction display issue resolved is viewable in jing http://screencast.com/t/uQkYAhuhN1jQ

 

Report Bug: Discount types by check in date is now looking at transactions on reservations that checkin within date range passed into report

 

Bug Fix: Batch Printing for the duplicate check in form for Firefox users.

 

Reservation Manager – The Comments column will now highlight if comments exist.

 

Online Booking Pages –  2 Month Availability Instructions have been modified

 

Guest Folio – Credit Card on Record check – Changed to a new search mode so it only returns the last card instead of all cards a client may have. This was put in place to speed up client’s who have a significant number of tokens saved under them causing the Guest Folio to load slowly.

Bug Fix: Cancelled Vehicle Types will no longer appear in client vehicle list

 

Bug Fix: Vehicle Details, Rez Status Button disabled on checked out reservations

 

Bug Fix: Client vehicles no longer being assigned to business clients

 

Bug Fix: when a client is edited from the guest folio and goes to the client editor panel and then go back to make a rez, it is not showing that client being selected but is assigning them to the rez

 

 

 

 

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7) Waiting List – Keep an account of customers who wanted to make a reservation but there was no availability at that instance.   This will allow users to contact the customers if inventory becomes available

(8)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(9) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(10) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

 

 

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1) Type Revenue and Occupancy Enhancement – This panel has been enhanced to with speed improvements and the 93 date range restriction has now been extended to 366 days.

 

rev_and_occ_year_range

2. Push Notification – We will now be also utilizing Push Notification to alert our users of any updates and emergency notifications. Users will need to allow these notifications on their computer to be able to receive them

push_notification

Note:  If you wish to receive the notifications on any other device, just log into the reservation system using this device and Allow the notification.   Alternatively, it can be manually added to your browser settings but adding https://rezexpert-7.pushexpert.com as an exception in your Notification exception section.

 

 

manage-exceptions

3) Billing Policies – 

a) Reservation Reminder – When a reservation is modified that has a billing policy assigned to it, a warning message is displayed to remind the user to update the billing policy if necessary.   T

billing_policy_warning

b) Setup Button Available – The Setup button to quickly jump to the assigned billing policy is now also available after the reservation has been checked out.   This will allow a user to easily update the billing policy once the reservation is completed if adjustment is required

enabled-setup

 

 

c) New Date Filters – A new date filter has been added to the Process Billing Policies and the Batch Review panels.  The default filter Create Time On or Before will display all outstanding billing policies up to the last calendar.   This will help remedy the scenario where past billing policies are not completed or some are overlooked.

batch_review_date_filter

4) License Plate Search – This search field has now be altered to search based on an alpha numeric value, thus ignoring any spaces or dashes that may have been entered on the reservation field.  This should make locating a client/reservation by this process easier

vehicle_reg_search

5) Waiting List Enhancements –

a) Confirmation Number – This has been broken out into 2 fields which is based on whether the filter is set to Waiting List or Quote, the prefix of the confirmation number is automatically entered.   When the confirmation number is entered it will automatically set to upper case and pressing enter will update the list

 

 

b) Warning List Color – If the client has a Warning List comment assigned to them, their name will be highlighted to indicate such.

conf_number

c) Comments entered when the Wating List is created will be entered into the reservation comments when that Waiting List is converted into a reservation.

d) If the Waiting List is edited, the previous comments are pre-populated as compared to before when the previous comments are lost if it is edited and recreated.

6) Enable Security Deposits – There is now a preference to enable if the business will be utilizing the security deposit capability,    This preference is located within the Business Setup.  This can be reached by going to Setup=>Business Setup=> 1. Business Info => Preferences tab.

security_deposit_preference

Once the Preference is enabled, the Security Deposit setup tab becomes available

security_deposit_setup

The Bulk Check-Out Process will also show an additional column for Security Deposit Balance

security_dep_-_bulk_check_out_

Note: A reservation with a security deposit balance can not be selected to be checked out, since that security deposit has to be settled first

POS Activity Panel Adjustment – The results will no longer auto-populate when the dates are adjusted.  This results will only be returned for the dates when the refresh button is clicked.  The is to cut-down on unwanted date ranges which could cause a long load due to large results

Select All option – An option to select all Unit Types has been added to the Events Setup

New Report Text Options – New report text options have been added for the subsequent reports –

        –   Corporate Package Report

        –   Group Package Report

       –    Group Statement Report

       –     Reservation Package Report

Refresh Button Added to Analytics Panel

Fixes

  • Reservation custom fields showing in the custom report
  • RSS feed disappering after being selected
  • Concurrent Use rule still firing even if marked as Storage
  • Removed duplicate client name from Tax Invoice
  • Auto Email Fix when dealing with clients with no email

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7) Waiting List – Keep an account of customers who wanted to make a reservation but there was no availability at that instance.   This will allow users to contact the customers if inventory becomes available

(8)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(9) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(10) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

Update Bulletin: Aug 17th 2016 Waiting List Available – Read Now!

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1) Waiting List –  Users now have the ability to create a Waiting List for clients who wish to make a reservation with no requested inventory available. Only a client and the reservation date are required to create a waiting list. This is done from the Booking Quote screen using the Submit button located to the top right of the grid. A waiting list does not take any inventory.

Note: This is still in the testing phase.  Please contact DigitalRez if you wish to utilize this capability. There is NO additional charge for this feature.

Waiting List - Creation

 

Once the Waiting List is created, a user can review all the waiting lists that were created by clicking the Utilities button to the top of the grid and selecting the Go button for Check Waiting List.  This will provide the panel to review any created Waiting Lists. A waiting list can be selected and then click the select button to convert into a reservation.

 

Waiting List - Review

 

2) Refresh Button – This button will Refresh the Grid and reload it to 3 days prior to today’s date.
The Now button has been reverted to redirect the grid to start from today’s date.

Grid_Footer-Buttons

 

3) Online Marketing Type – The Marketing Type (How Did You Hear about us) is now available for online reservations.  A user can set if they wish to have the customers indicate online how they heard about them or utilize if for other selective marketing purposes. The label associated with this feature can also be edited.
If left blank it will display the default label: How Did You Hear About Us?

Online Marketing process

4) Marketing Opt-in preference – Users can now enable to have customer’s opt-in for marketing purposes by selecting that they wish to opt-in based on the editable text entered.

Online Marketing Opt-in Process

Export Data – A list of the clients that have opted in for the Marketing is available to be exported from within the system.

Marketing Opt-In Export

5) Push Notification – DigitalRez will now be utilizing a push notification capability to keep all users up-to-date with features, updates and maintenance scenarios. These notifications once allowed by the user on their computer, phone, tablet, etc can be notified directly through this service.

 

 

6) RSS Feed Newsletters – This field has now been relocated to the bottom of the grid.

RSS Feed - Grid

 

7)  Vehicle Attributes in Export – The vehicle attributes has been added to the export data being available from the Arrivals and Departure panel.

Vehicle_Details_-_Export

 

8)  Include Security Deposits Online – A new preference is available in the security deposit setup section.  Once enabled this will add the security deposit to the deposit owed online to be paid when the customer is making the reservation online.

Online Security Deposit - Process

9)  Hide online PDF Confirmation – This preference will hide this report from online customers when they make a reservation online.

Disable_Online_PDF_Report_-_Process

 

 

 

10) Display Warning List Description in Guest Folio – When a client has a warning list attributed to them, a new field becomes available within the Guest Folio of that reservation to indicate such. The client’s name is also highlighted in the Till Tape. The Warning List description can then be viewed by clicking on the View Warning List Description hyperlink.

Warning_List_-_Guest_Folio

 

11) Display Warning List for Online Reservations from Grid – This preference will allow the warning list to pop up for online reservations when clicked on from the grid and also when the guest folio is opened.   A check box is available to the bottom of the dialog box to stop it from popping up again.

Online Rez Warning List - Process

12)  Warning list Client Highlighted – The Client’s Name is highlighted in the Arrivals/Departure panel when a client has a warning list comment assigned to them.

ArrDep_Warning_Alert

13) Editable Group Email Summary Detail – Users are now able to edit some of the detail provided in the group email being sent to clients from within the system label manager  e.g provide the site number for groups.

Note:  There is a 400 character limit.

Please contact DigitalRez for advice.

Edit_Group_Email_Detail_

 

14) Cutoff Filter for Payment Audit Panel – Users are now able to filter the payments being brought back in the payment audit panel based on the cut-off number inserted.

Cutoff_Filter_-_Payment_Audit

 

15) Date Format on Rules now indicate the Day of the week.

16) Timer has been added to the session Dialog box – Operators will be able to see the time remaining before their session expires.

17) Unit Type Date Navigation –  Additional navigation in the Unit Type calendar has been added. A << and >> which bounces to the min date and max date along with a T which redirects to today’s date.

Unit_Type_Date_Calendar

 

 

18) Unit Deletion Dialog – When a unit is attempted to be deleted or closed and there is a pencil in or reservation still assigned to that unit, a dialog will appear providing the user with the start date of the pencil in / reservation so that it can be managed according first.

Fixes:

Fix – Online Booking Page fixed so customers can see their reservations.

Fix for Cancellation email comments – This fix will provide another comments field box when sending an email cancellations which would be displayed on the users email.

Note: The comments entered in the cancellation screen will only be listed in the client’s comments unless specifically assigned to the email.

Fix – Reservation details coming back in payment audit panel.

Fix – The date calendar has been reapplied to the Down To The Minute grid.

Fix – Wholesaler Group Payment Allocation Dialog is breaking out the deposit amounts.

Fix – Report Parameter Dates are based on the Business Setup preference.

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7) Waiting List – Keep an account of customers who wanted to make a reservation but there was no availability at that instance.   This will allow users to contact the customers if inventory becomes available

(8)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(9) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(10) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

Click Images for Larger View

1) Payment Audit Panel –  This Payment Audit Panel is available in your End of Day pages (Staff End of Shift and Final Daily Closure).   This panel provides users with a breakdown of payments received and where the payments were allocated to.   This panel will display the details attributed to the payments made based on the different filters set.   Users will also be able to filter their search based on payments within specific Daily Closures.   Users are also able to export additional information from within the panel

Payment_Audit

The Charges Tab within the Payment Audit panel will provide users which a listing of products to which the payments have been allocated to.

Note: Prior to check in, products would not be displayed until the deposits have been converted to revenue

Charges_Tab_-_Payment_Audit

 

2) To refresh the Availability Grid, you can use the Now button located on your Date Footer.
NOTE: Clicking Now will display three days prior to Today’s date on the Availability Grid. It will no longer line up with Today’s date.

 

NowButton

 

 

3) New Owner’s Report-  The Owners Account Summary has been adjusted to display the Dates of the reservations and any applied Charges.

 

Owner_Rev_Share_Statement

Please contact DigitalRez if you wish to utilize this report

 

4)  Unit Type Policy Editor Changes – This panel has been adjusted to provide users with additional capabilities and some of the policies have been moved to different tabs.  The Min/Max Stay tab has been changed to the Rez Create tab, Changes tab has been removed and the Check In tab has been changed to the Date Rules tab.  Changes:-

Rez Create Tab

a) Min Stay – This feature has been moved to the Date Rules tab and you can now assign which day(s) are applicable for the policy.  i.e  Min Stay Rule of Jan 1st 2016 to Dec 31st 2018  with a minimum stay of 2 days on Friday.

Min Stay

Note: You can have multiple Minimum Stay records overlap each other and both will apply, such that the most restrictive will take precedence.

b) Max Stay – This feature has been moved to the Date Rules tab and you can now assign which day(s) are applicable for the policy. You can have multiple Maximum Stay records overlap each other and both will apply, such that the most restrictive will take precedence.

c) Prescribed Length of Stay – This feature has been moved to the Date Rules tab and you can now select a date range for which this should apply. Dates cannot overlap as they can only have one setting at a time for this rule.

 

 

5) Unit Type Storage flag applied to the following rules: Major Holidays Per Year, Max Days Per Year, Future Reservations Per Business.
NOTE: Unit Type Storage Flag is only applicable for Properties with the Membership Module enabled.

 

 

6)  Guest Folio – Country – You can now select “Unknown” country when adding a new client on a reservation.

 

unknown Country

 

7) Channel Reservation Manager – This panel has been renamed to Reservation Manager. Within the navigation dialog this panel will now show up even though a business may not have a channel setup, however it still shows up within the “Channel” category.

 

Channel Reservation Manager

 

8) Report Feature: Confirmations, Reservation and Group Statements have the option to display the regular unit label or the unit long name now. Preference can be found in business setup and is called Use Unit Long Name Instead of Unit Name On Select Reports.

 

 

Unit Long Name Preference

 

9) Reservation Cancellation – Added a new Cancellation Reason “Deposit Not Paid”.

10) Check Rules When Modifying A Reservation – A new preference is now available.  This will prompt the system to check the member’s rules when reservation dates or unit type’s are modified.  Previously rules were only checked on new bookings.  

NOTE: Rules that are overridden are now stored in the Rez Change History so they can be reviewed.

Please contact DigitalRez to have this preference enabled

11) New Report
Availability Listing By Date Range – A new report has been introduced into RezExpert, that will display the available units, when the next upcoming reservation is and how long until that reservation arrives, for the selected date range. This new report is available in the Report Category: Managers.
Availability Listing Report

 

Bug Fix:  For Reciprocal Businesses, when using “Related Business Search”, the issue of doubled grids has been fixed.

Bug Fix:  Marketing Types Statistics panel table alignment corrected when scroll bars are visible, and total amount calculation corrected.

Bug Fix:  The process of sending emails has been adjusted to assist with formatting issues

Bug Fix: If last unit being deleted then check for reservations on the unit type assigned to the unit. If reservations found fail unit deletion.

Bug Fix: Confirmations, cancellations, etc emails should display the business name now in the from address location.

 

Business Name Image

Bug Fix: Max Number of Days per year rule was not including current reservation length in check and thus members were able to go at least one reservation over the limited number of days.

Bug Fix: The Process button from the Charges and Payments tab of the Guest Folio has been fixed to go to the appropriate panel.

Bug Fix: In Print Selector, if a different email recipient is selected other than the primary, when a global document is selected, it will no longer reset to the primary client.

 

Printer Selector

 

 

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7) Waiting List – Keep an account of customers who wanted to make a reservation but there was no availability at that instance.   This will allow users to contact the customers if inventory becomes available

(8)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(9) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(10) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

Update Bulletin | June 15th 2016 | RezExpert 9.0 is here !!!!

Click Images for Larger View

 

 

1)  Grid Layout Change – RezExpert 9

 

New Menu Button Changes –

a)  The Grid button has been removed since it’s now located within each panel of the system

b)  Dashboard  – This new button will redirect users to the Dashboard page which provides a quick overview of the business with multiple statistics and charts

c)  Logout – A larger logout button is now provided to quickly log out of the system

 

Menu_Buttons

New Panel Buttons – Each panel will now provide 3 button options:

   Menu – Bring up a Navigation panel

 Grid – Redirect user back to the Grid

 Help – Display PDF help document for that specific panel

Panel_Buttons

New Navigation Menu
This new Menu option on every Panel within RezExpert allows users to quickly access all areas of the reservation system.   Based on the tab Selected (Main, Setup, Admin, Reports), users will be provided a list of the different links available to them to quickly access.
The Menu options that display are dependent on the employee’s Security Role/Level. For example: Front Desk Operator doesn’t have permission to access Setup, therefore the Setup tab will not display for those employees.

 

Navigation Panel

 

Grid Button Changes – The buttons have now been changed to represent icons.  This will provide users with a more graphical visual effect.

Chrome Buttons

 

 

Check In/Out  Button displayed in Guest Folio – The Grid button within the Guest Folio has now been replaced with a Check In/ Check Out Button.   If the reservation is due to be Checked In , the Check In button will be displayed while the Check Out button will display when the reservation is due to be Checked Out.

 

Check_In_Out_button

 

 

2)  Add Date Range For Billing Policy Products – Users are now able to add a date range for products assigned to a billing policy.   This will allow users to have multiple products only due for a set time within the policy thus eliminating the need for multiple policies to be created to achieve the same goal.

 

Add_Policy_Product_Range

 

 

 

3) Set Billing Cycle Start Date – Users can now set the date from which the cycle limit will start.   The Cycle Limit indicates how many times the policy can be run before it will stop billing.    With the start date in place, the system will provide how many cycles are remaining before the cycle ends.

Cycle_Limit_Start_Date

 

4)  Remove a Charge – A “Del” button has been added to the Charge Change Dialog box to allow a user to quickly remove a charge when manually overriding a price.

Remove Charges

 

 

5) Payment Express (DPS) – The $0 Payment option has been removed from the Payment Express DPS and just the Preauthorization is available.

$0_Removed

 

 

 

6) Print Selector Suppression – A new option is now available for users that wish to stop the print selector from automatically loading each time a reservation is created or adjusted.   Once the option is selected, the print selector will only open when done manually or after a refresh of the page.

Note: Once a refresh is done, the print selector will return to the original setting.

 

Disable_Auto_Print_Selector

 

7) Group Level Comment – Users are now able to add a comment on the group level.

Note:  This comment is only displayed on the group level

Add_Group_Comment

 

8) Online Booking Pages –

a) An “X” has been placed to the top right corner of the image dialog box to provide users with an alternate way to close the dialog

b) Read More – The Read More hyperlink becomes available for lengthy descriptions more than 500 characters.  This will provide an users with the ability to scroll through the description when it surpasses the allocated amount.

Image_Dialog_Box

 

 

9)  List View changes – The dates and rates have been centered and additional details on the dates provided

List_View_-_Rate_Adjustment

 

 

10) Label Change – When a Reference # is added, this will then be appended to the label of the charge/payment.

Append_Ref_#

11)  HTML Description Enhancements – Enhancements have been made to the description areas of the Unit Type Setup and Unit Setup panels to allow the use of HTML formatting.

 

HTML_Enhancement

 

 

 

12)  Export Create Time –   This is now formatted in a date/time format.

Date_Time_Format

 

 

 

 

13)  Auto Lock Pencil Ins – A new preference is available to automatically lock the pencil-ins to the unit selected.

Note: Users would still have the ability to unlock Pencil Ins individually if this feature is enabled

Auto Lock Pencil In

 

14)  Print Selector Change – The button “Cancel” in the print selector has been renamed “Close”

Print_Selector_-_Wording_Change

15)  Flag as Storage (Memberships Only) – This ignores the selected Unit Type from the Membership Concurrent setting.  Once is a Unit Type is Flagged as Storage, concurrent reservations can be created associated with that Unit Type, no matter the Concurrent Use setting.

Flag as Storage

 

 

16)  Hover Text – This allows a user to add text to be displayed when the online rates are hovered over on the online booking interface

Hover Text

 

 

17)  Marketing Type – This can now be changed even if the reservation has been Checked In.

Change_Marketing_Type_

 

 

18)  Guest Folio POS – The Guest Folio Transfer payment type is automatically selected when Sale is selected from within a reservation to reduce the chances of a user mistakenly paying off the reservation as compared to transferring it to the reservation.

Rez POS

19) Row Select – The select column has been removed and the user is now able to click anywhere on the row to make the desired selection.  This is now available on the client search, batch review and Process Daily Charges areas.

RowSelect_-_Client_Search

 

20)  Online Wholesaler Reservations – Vehicle details are no longer required through the online booking interface if a Wholsesaler is logged in.

 

 

21)  Email Comment Handling – When an email is sent, it will no longer attach pre-existing comments from that reservation.  It will only provide the currently entered comment.

 

 

22) System Alert – This has been changed from a Alert slider to an Alert Dialog box

 

 

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7) Recur Pay –  This will allows user to create an reoccurring payment policy to charge a customers credit card

(8) Waiting List – Keep an account of customers who wanted to make a reservation but there was no availability at that instance.   This will allow users to contact the customers if inventory becomes available

(9)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(10) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

 

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