Customer Care
What's New
-
Customer Status with flexible conditions
- Incorporated multiple conditions in the customer status rules including active loyalty points, thus adding flexibility to the automated status assignment. Combining existing conditions and loyalty points, provides a more comprehensive way to classify customer statuses.
- In the customer status rules, the criteria to filter reservations by categories, distribution channels, and distribution channel groups is added, allowing for more granular search.
- Enabled the assignment of status to customers with zero reservations in order to add flexibility, thus ensuring all customer segments are accounted for, even those without a reservation history.
- Implemented the scheduler to trigger the batch job every morning at 2:30 AM to ensure timely and efficient updates to customer statuses based on the rules. This automation helps maintain accurate and up-to-date customer data with minimal manual intervention.
What's Improved
-
Customer Status configuration page updated
Updated the Customer Status configuration page UI to align with the Inbox configuration page in order to create a more cohesive user experience across Customer Care.
-
Implemented dynamic search filters for the Customer search page in Customer Care Manager
- All the filters are accessible under a dropdown with a scroll bar, which is easy to navigate and apply various filters quickly.
- Hid the applied filter(s) from the filters list, this is helpful in avoiding redundancy and keeps the filter options uncluttered hence making the search process smoother.
- Used multiple filters to enhance the search flexibility, allowing for more precise customer search in the dynamic search filters header.
- This feature streamlines the search process by showing relevant filters based on the input type, making it easier to find the right filters quickly.
- The reset button appears only when a filter is applied. This helps in keeping the interface clean and intuitive, guiding users on when they can reset their search selections.
-
Updated the reward configuration page
The Reward Configuration page is updated to include a new header component, thus improving UI consistency and alignment.
-
Inbox filter set visible by default, on "Unified Inbox" and "All Messages" screen
- The Inbox filter is displayed to the logged-in employee with no preselected value by default, alongside the Assignee filter set. This enhances user flexibility and efficiency. Users have a clean slate for filtering their inbox while still being assigned tasks relevant to them, thus improving their workflow management.
- The Inbox filter is displayed with no preselected values by default, on the All Messages page, along with the Unanswered message filter.
- The dropdown feature for the Inbox filter significantly enhances user interaction by allowing easy selection from all available inboxes. Once an option is selected, conversations are filtered accordingly, ensuring users can quickly find the messages.
- This feature allows users to quickly filter their inbox by clicking the respective Inbox badges.
-
Message enhancements in snackbar upon adding a chat note
- Once a chat note is added, the message "Chat note added to the timeline" is displayed in the snackbar. This provides clarity to the user about the action taken.
- When a chat note is not added successfully, the message "Unable to add chat note to timeline" is displayed in the snackbar. This helps user understand that the action was not completed and allows them to take necessary corrective steps.
- Structured the format for displaying chat notes in the timeline, which highlights key information thus making it easy for users to quickly identify who added the note, its context (through categories and location), and the content of the note itself. This layout enhances usability and allows for efficient tracking of communication.
What's Fixed
-
Accessible and Restricted Inboxes displayed in Inbox dropdown
Both Accessible and Restricted Inboxes are displayed in the inbox dropdown while linking a new case to a reservation. This allows users to easily select the appropriate inbox for their case.
-
The dropdown and values of the cases tab are not displayed any more while adding a chat note, so that the interface remains focused and uncluttered.
-
Excluded Initial and Deleted reservations from the dropdown
While adding loyalty points manually, the Initial and Deleted reservations are excluded from the dropdown. This ensures that users only interact with relevant and valid reservations.
-
Case creation from customer profile
Ensured that only a single case is created when user creates a new case after navigating from the case details page to the customer profile.
-
Message count updating correctly on Employee dashboard
The message count is now updating correctly on Employee dashboard, post assigning emails to the logged-in employee and responding to them.
-
Change in snack bar message
When an new email or reply to an email is sent out from CCM, the snackbar message 'Email sent' is displayed to indicate that the action has been completed successfully. The original 'Email send' implied an ongoing action rather than a completed one.
Content Manager
What's Improved
-
Ability to unlink group amenities directly
Now the group amenity can directly be unlinked from the Accommodation types without the need of unlinking the child amenities first. This flow is intended to create a more seamless experience when managing group amenities per accommodation type.
-
Possibility to archive linked maintenance units when archiving rentable units
When archiving the rentable unit, it is possible to archive the maintenance unit linked to it, in the same flow. This allows for easy management of the configuration for both. The process of archiving the maintenance unit linked to the rentable unit can also be skipped if not required.
Finance Manager
What's New
-
Logs/History for Reminders
With the new feature for reminders, in reminder set , it is now possible to view the history of creating, updating, deleting, scheduling, and cancelling the reminders and the changes in the reminder conditions.
Owner Manager
What's Improved
-
The owner dashboard card, that is 'Owners with contract renewal' is merged into the owner-manager main dashboard. The menu structure is reorganized for quicker access to frequently used owner's menu and reduced the number of clicks required to reach to the key feature.
Reservation Manager
What's Improved
-
Enhanced visibility and reduced clutter on the Reservation Manager Timeline.
- Display Essentials Only: The timeline now shows only the customer name and status, creating a cleaner, more streamlined interface.
- Expand for More Details: Clicking the 'see more details' button under the customer name expands the view, revealing full customer information, including contact details, additional contacts, loyalty points, and potential duplicate customers.
- Collapse for Fewer Details: Clicking the 'see less details' button, collapses the view to the minimal and allowing control over how much information is displayed.
-
Implemented dynamic search filters for the Customer search page in Reservation Manager
- All the filters are accessible under a dropdown with a scroll bar, which is easy to navigate and apply various filters quickly.
- Hid the applied filter(s) from the filters list, this is helpful in avoiding redundancy and keeps the filter options uncluttered hence making the search process smoother.
- Used multiple filters to enhance the search flexibility, allowing for more precise customer search in the dynamic search filters header.
- This feature streamlines the search process by showing relevant filters based on the input type, making it easier to find the right filters quickly.
- The reset button appears only when a filter is applied. This helps in keeping the interface clean and intuitive, guiding users on when they can reset their search selections.
|