TripTracker - Update T12R08P002 Details

Update T12R08P002 - Version 12.8 Patch 2 - Auto-Refresh the Dispatch screen; unlimited Email Addresses; Credit Card Hold and/or Authorize-Only; bug fixes, etc. [Posted on 5/8/2008]

You can verify if you have the patch on the Edit | Updates For TripTracker screen. All applied patches are listed on the right side of the screen.
Note that the system checks every few days for new patches, and applies them automatically.
If you do not have this patch, you can manually download it by clicking here. The next time you start TripTracker, it will automatically apply.

Update Key Added Feature - Description
1 On Dispatch screen, new option to automatically refresh the screen

Click the button below 'Refresh' to set the frequency.
When Dispatch screen is closed, ask if user wants to save new settings on the User Preferences screen
Save the Refresh rate, 'Show Done' flag, Quotes/No Quotes flags, Today Only flags, Screen Sequence, and Screen Template.
When Dispatch screen is opened, show screen based on saved User Preferences

2 Added a new function to create unlimited email addresses for Passengers, Customers, Drivers, Vehicles, and Agents

Just click the 'More' button near the Email ID field on each screen to add or change the extra addresses.
For a new Email Address, click the 'Add an Email Address' button at the bottom of the popup screen.
You can enter the type of email (cell, text message, home, or an assistant's name) in the Contact field
You can enter an Email Address of unlimited length.
Click the 'Delete' button to remove an address.
Each address will be shown when you Email Confirmations, etc.

3 Copy A Trip now shows forward and backward links

Copy History put on Reservations screen's More Trip Info tab.
Shows the Copied From trip and many possible Copied To's.
Click on the User ID to get full details of how it was copied.
Click on the Trip ID to jump to the other reservation.

4 From the Edit Charges screen, two new buttons will show, if you have ICVerify installed.

Verify Card Only - will run an Authorize-Only transaction to make sure the card is valid and can handle the charge amount.

The Approval Code is prefixed with 'AUTH:' if it is successful.

Put Hold On Card - will run a Book transaction to hold the amount against the card.

The Approval Code is prefixed with 'HELD:' if it is successful.
Note that you must complete this with a Ship transaction (or maybe a Sale?) at a later date.
This may not be allowed depending how your ICVerify system is setup. Typically, this is a MOTO-only (Mail-Order/Telephone Order) transaction, not a Retail transaction.

Note that neither button creates a Payment.
These can be used with the Required Fields function to make sure a credit card has been verified for every trip.

Set the Approval Code to be required from the Trip Segments button.
This can be set for one customer, all customers, or all customers except selected ones (i.e. corporate accounts).

Update Key	Added Feature - Description
1	On Dispatch screen, new option to automatically refresh the screen Click the button below 'Refresh' to set the frequency. When Dispatch screen is closed, ask if user wants to save new settings on the User Preferences screen Save the Refresh rate, 'Show Done' flag, Quotes/No Quotes flags, Today Only flags, Screen Sequence, and Screen Template. When Dispatch screen is opened, show screen based on saved User Preferences
2	Added a new function to create unlimited email addresses for Passengers, Customers, Drivers, Vehicles, and Agents Just click the 'More' button near the Email ID field on each screen to add or change the extra addresses. For a new Email Address, click the 'Add an Email Address' button at the bottom of the popup screen. You can enter the type of email (cell, text message, home, or an assistant's name) in the Contact field You can enter an Email Address of unlimited length. Click the 'Delete' button to remove an address. Each address will be shown when you Email Confirmations, etc.
3	Copy A Trip now shows forward and backward links Copy History put on Reservations screen's More Trip Info tab. Shows the Copied From trip and many possible Copied To's. Click on the User ID to get full details of how it was copied. Click on the Trip ID to jump to the other reservation.
4	From the Edit Charges screen, two new buttons will show, if you have ICVerify installed. Verify Card Only - will run an Authorize-Only transaction to make sure the card is valid and can handle the charge amount. The Approval Code is prefixed with 'AUTH:' if it is successful. Put Hold On Card - will run a Book transaction to hold the amount against the card. The Approval Code is prefixed with 'HELD:' if it is successful. Note that you must complete this with a Ship transaction (or maybe a Sale?) at a later date. This may not be allowed depending how your ICVerify system is setup. Typically, this is a MOTO-only (Mail-Order/Telephone Order) transaction, not a Retail transaction. Note that neither button creates a Payment. These can be used with the Required Fields function to make sure a credit card has been verified for every trip. Set the Approval Code to be required from the Trip Segments button. This can be set for one customer, all customers, or all customers except selected ones (i.e. corporate accounts).

Update Key Bug Fix - Description
1 Once trip is invoiced, ignore most edit checks when closing the Reservation screen:

Bypass the required fields checks
Bypass the active driver and vehicle checks
Bypass all customized checks.
Bypass all checks if it is an archived trip
Note that every trip must have date & time and Customer ID.

2 On Dispatch screen, trips from previous day did not have their Start Time show up in red.
3 Fixed error when printing Directed Drivers Dispatch report and other Trip Tickets that it 'cannot open: PRIV:ReportTime DRIVERID.DB'.
4 When printing Sales Reports, fixed option to 'Include Sales Overview'.
5 On Email Confirmations, the To address was indented incorrectly. Also, if only 1 trip segment, a blank line was added between the From and To information.
6 When Printing Invoices and Statements, several errors were fixed:

A blank line was showing between Customer Name & Address.
The PDF Printer format was showing instead of printing the report.
The preview window was left on the screen

7 On the Vehicle Schedule screen, the 'Blue' bar doesn't show for the estimated time to pickup.

Also added support for Spot Time, where the Start Time is before the Pickup Time.
Note that the bars might not touch, depending on how long the Spot Time is.

8 When printing the Schedule, the Condensed report option was not showing the P.O. Numbers for the trips.

Update Key	Bug Fix - Description
1	Once trip is invoiced, ignore most edit checks when closing the Reservation screen: Bypass the required fields checks Bypass the active driver and vehicle checks Bypass all customized checks. Bypass all checks if it is an archived trip Note that every trip must have date & time and Customer ID.
2	On Dispatch screen, trips from previous day did not have their Start Time show up in red.
3	Fixed error when printing Directed Drivers Dispatch report and other Trip Tickets that it 'cannot open: PRIV:ReportTime DRIVERID.DB'.
4	When printing Sales Reports, fixed option to 'Include Sales Overview'.
5	On Email Confirmations, the To address was indented incorrectly. Also, if only 1 trip segment, a blank line was added between the From and To information.
6	When Printing Invoices and Statements, several errors were fixed: A blank line was showing between Customer Name & Address. The PDF Printer format was showing instead of printing the report. The preview window was left on the screen
7	On the Vehicle Schedule screen, the 'Blue' bar doesn't show for the estimated time to pickup. Also added support for Spot Time, where the Start Time is before the Pickup Time. Note that the bars might not touch, depending on how long the Spot Time is.
8	When printing the Schedule, the Condensed report option was not showing the P.O. Numbers for the trips.

Update Key Update - Description
1 Dispatch screen - if the Start Time is highlighted, show the reason when hovering over the field.

There are 3 possibilities: 'Driver Not En-route', 'Passenger Not in Car', and 'Trip Not Done'
These are controlled by the Dispatch Status checkboxes 'Driver Enroute', 'Passenger In Vehicle' and 'Show As Done'.

2 Added a new Required Field called 'BaseCharge' on the 'Trip Segments' table.

This will make sure either the Flat Rate, Hourly Rate, and/or Mileage Rate have been entered.
On Reservations screen, updated the Required Fields checks to handle 'BaseCharge'.
Note that this will also be called for the Excel Import of Trips.

3 For Required Fields checks, make some fields dependent on the situation:

If the pickup or dropoff is a flight, ignore the address checks
If it isn't a flight, ignore the airport and flight checks.

4 Show a warning if the Reservation table's block size is too large. This could slow down the system. If so, send an email to call for help.
5 On Reservations screen, added a new 'Status' button to jump to the Dispatch Status screen.

Note that if you want to set the status on a trip, use Ctrl-Space or right-mouse click as before.

Update Key	Update - Description
1	Dispatch screen - if the Start Time is highlighted, show the reason when hovering over the field. There are 3 possibilities: 'Driver Not En-route', 'Passenger Not in Car', and 'Trip Not Done' These are controlled by the Dispatch Status checkboxes 'Driver Enroute', 'Passenger In Vehicle' and 'Show As Done'.
2	Added a new Required Field called 'BaseCharge' on the 'Trip Segments' table. This will make sure either the Flat Rate, Hourly Rate, and/or Mileage Rate have been entered. On Reservations screen, updated the Required Fields checks to handle 'BaseCharge'. Note that this will also be called for the Excel Import of Trips.
3	For Required Fields checks, make some fields dependent on the situation: If the pickup or dropoff is a flight, ignore the address checks If it isn't a flight, ignore the airport and flight checks.
4	Show a warning if the Reservation table's block size is too large. This could slow down the system. If so, send an email to call for help.
5	On Reservations screen, added a new 'Status' button to jump to the Dispatch Status screen. Note that if you want to set the status on a trip, use Ctrl-Space or right-mouse click as before.