Project item: AX Tools

Project

Priority

StatusCompletePendingBlocked

Hours allocated

Needs ResearchNoYes - Minor Research RequiredYes - Significant Research Required

Top Priority?OtherTop Priority

Attachments

Save and Close

Save and Continue Editing

Return to list
Last Saved:
19-Nov-2025 09:38

Task<p><strong>New booking&nbsp;</strong></p><p><strong>Client search</strong></p><ul><li>The client dropdown list of ‘matching’ clients only displays the client name and their email address. The phone number is not displayed&nbsp;</li><li>However, you can search by tel number, even if not displayed</li><li>If you select a client in error, perhaps there could be a quick way to reset?&nbsp;</li></ul><p><strong>&nbsp;Chalet address</strong></p><ul><li>If a selected accommodation is picked, it should not show the Other Address</li><li>And if you do select Other, it seems to maintain the link to a prior address</li></ul><p><strong>Date selection</strong></p><ul><li>Online (users) should not be able to select a date in the past. Nor too far ahead (eg 6months)</li><li>In the backend, we should allow historic dates but a warning flag to show if the travel date is in the past</li></ul><p><strong>Billing</strong></p><ul><li>Payment link not required if Outstanding = 0</li><li>Outstanding calculation is not correct. &nbsp; Doesn't include the surcharges to the Trip prices, nor capture the Paid amount.&nbsp;</li></ul>

Delete