Project item: AX Tools

Project

Priority

Status

Hours allocated

Needs Research

Top Priority?

Attachments

Return to list
Last Saved:
25-Nov-2025 14:08

Task

Customer confirmations<ul><li>Launching the email from the Booking menu - where you have 2 choices, namely to edit or just send as standard. &nbsp; &nbsp;<ul><li>The edited version should open in a new tab (target =_blank) DONE</li></ul></li><li>Looking at the formatting<ul><li>The email fragments placed at the bottom of the page seem to be within the ‘grid’ so don't use the full page. DONE</li><li>I think at the top of the page you should show the To and CC fields and make them editable. &nbsp;&nbsp;DONE</li><li>Can you widen the grid so that the text doesn't wrap? DONE</li></ul></li><li>Tab titles - Bookings and Client Confirmation emails DONE<ul><li>Currently they are all the same ("VBC-1234 (Stephen Nurse)"), so you can't tell if it is a booking page, or confirmation page. &nbsp;</li><li>Suggest we update the tab title to enable us to distinguish and include some more key details (status and affiliate)<ul><li>Booking:&nbsp;<ul><li>[B] at the start, to indicate booking. &nbsp;Or can you have an icon (ticket icon)?</li><li>[PT] is all Privates, {ST} is all Shared, [PST] if a combination&nbsp;</li><li>Can we add green tick/red cross/grey question-mark to indicate status</li><li>If affiliate, then affiliate code in bracket (eg BS, which is the code for Bramble Ski)?<ul><li>&lt;Ticket-icon&gt; [PT] &lt;green tick&gt;: 13085: Stephen Nurse [BS]&nbsp;</li></ul></li></ul></li><li>Emails:&nbsp;<ul><li>Perhaps an envelope icon to start to indicate an email</li><li>Affiliate code in bracket (eg BS, which is the code for Bramble Ski)?<ul><li>&lt;Envelope-icon&gt; [PT] &lt;green tick&gt;: 13085: Stephen Nurse [BS] Shared Shuttle</li></ul></li></ul></li></ul></li><li>The heading for Uphill text says “Drop-up address". &nbsp;Should be “Drop-off”</li></ul></li><li>Save vs Send<ul><li>Can the email actually be sent so we can see how it looks in Outlook or on a phone. &nbsp;&nbsp;STILL TO DO</li><li>Set send address to <a href="mailto:nurse_stephen@hotmail.com">nurse_stephen@hotmail.com</a> or your email while we are testing</li></ul></li><li>Deleting a booking<ul><li>Should delete all associated confirmations too (cascade). &nbsp; We will disable this button in live</li></ul></li></ul>Booking<ul><li>The status field &nbsp;(confirmed, enquiry, cancelled) can never be null. &nbsp;&nbsp;DONE</li><li>For the Shared Shuttle, &nbsp;no need to display the text in red at the top (9 km, 20 mins &nbsp;Suggested Time:xxx). &nbsp;This is helpful for Private Transfers, but is known for the Shared &nbsp;DONE</li></ul>&nbsp;Imported emails<ul><li>What's the difference between:<ul><li>http://localhost:8000/emails_import/index</li><li>http://localhost:8000/booking/index_pending_emails</li></ul></li><li>index_pending_emails view:<ul><li>Display date as 12-Nov-25 &nbsp;DONE</li><li>Sort by date+time DONE</li><li>The text includes formatting code “1 private transfer from V-Verbier to GVA.&amp;nbsp; To get flight to LGW at 3pm.&amp;nbsp; 5 pax” &nbsp; &nbsp; &nbsp;&nbsp;DONE<ul><li>Show the first 2-3 lines, &nbsp; Hover over to show the full text &nbsp;DONE</li></ul></li><li>Perhaps show the number of bookings with that email address as counter (to help indicate if a regular/important customer) &nbsp;DONE</li></ul></li></ul>Confirmations<ul><li>http://localhost:8000/client_confirmations/index</li><li>Include sorting buttons, similar to booking.&nbsp;<ul><li>Must be searchable by Booking ID and/or name and/or tel number</li></ul></li><li>No wrap on all columns &nbsp;DONE</li><li>Include a button on a confirmation that takes you to all emails on that booking specific booking DONE</li><li>Booking ID→ ID to save space DONE</li><li>Show content with a hover. DONE</li><li>By- &nbsp;show initials and hover over for fullName. Save space. &nbsp;Auto - &nbsp;show computer icon &nbsp;&nbsp;DONE</li></ul>&nbsp;