AX Tools

Status: Complete   |   Priority: 23.99
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Customer confirmations

  • Launching the email from the Booking menu - where you have 2 choices, namely to edit or just send as standard.    
    • The edited version should open in a new tab (target =_blank) DONE
  • Looking at the formatting
    • The email fragments placed at the bottom of the page seem to be within the ‘grid’ so don't use the full page. DONE
    • I think at the top of the page you should show the To and CC fields and make them editable.   DONE
    • Can you widen the grid so that the text doesn't wrap? DONE
  • Tab titles - Bookings and Client Confirmation emails DONE
    • Currently they are all the same ("VBC-1234 (Stephen Nurse)"), so you can't tell if it is a booking page, or confirmation page.  
    • Suggest we update the tab title to enable us to distinguish and include some more key details (status and affiliate)
      • Booking: 
        • [B] at the start, to indicate booking.  Or can you have an icon (ticket icon)?
        • [PT] is all Privates, {ST} is all Shared, [PST] if a combination 
        • Can we add green tick/red cross/grey question-mark to indicate status
        • If affiliate, then affiliate code in bracket (eg BS, which is the code for Bramble Ski)?
          • <Ticket-icon> [PT] <green tick>: 13085: Stephen Nurse [BS] 
      • Emails: 
        • Perhaps an envelope icon to start to indicate an email
        • Affiliate code in bracket (eg BS, which is the code for Bramble Ski)?
          • <Envelope-icon> [PT] <green tick>: 13085: Stephen Nurse [BS] Shared Shuttle
    • The heading for Uphill text says “Drop-up address".  Should be “Drop-off”
  • Save vs Send
    • Can the email actually be sent so we can see how it looks in Outlook or on a phone.   STILL TO DO
    • Set send address to nurse_stephen@hotmail.com or your email while we are testing
  • Deleting a booking
    • Should delete all associated confirmations too (cascade).   We will disable this button in live

Booking

  • The status field  (confirmed, enquiry, cancelled) can never be null.   DONE
  • For the Shared Shuttle,  no need to display the text in red at the top (9 km, 20 mins  Suggested Time:xxx).  This is helpful for Private Transfers, but is known for the Shared  DONE

 

Imported emails

  • What's the difference between:
    • http://localhost:8000/emails_import/index
    • http://localhost:8000/booking/index_pending_emails
  • index_pending_emails view:
    • Display date as 12-Nov-25  DONE
    • Sort by date+time DONE
    • The text includes formatting code “1 private transfer from V-Verbier to GVA.&nbsp; To get flight to LGW at 3pm.&nbsp; 5 pax”       DONE
      • Show the first 2-3 lines,   Hover over to show the full text  DONE
    • Perhaps show the number of bookings with that email address as counter (to help indicate if a regular/important customer)  DONE

Confirmations

  • http://localhost:8000/client_confirmations/index
  • Include sorting buttons, similar to booking. 
    • Must be searchable by Booking ID and/or name and/or tel number
  • No wrap on all columns  DONE
  • Include a button on a confirmation that takes you to all emails on that booking specific booking DONE
  • Booking ID→ ID to save space DONE
  • Show content with a hover. DONE
  • By-  show initials and hover over for fullName. Save space.  Auto -  show computer icon   DONE

 

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