Software Release - January 2020 - v3.20.01.06

Overview

This release guide documents the changes made to the iPro CRM Software during the month of January 2020

Reminder: All clients have the ability to view all software changes on their staging site (IPROSTAGE), prior to deployment on the live site.

i.e. clientdomain(com).iprostage.com

(com) is the extension of domain .co.uk, .net, .info, etc...

Deployment Process

Deployment of the updated software is by client request raising a ticket with the support desk or via an email to support@ipro-software.com.

Deployment will be scheduled within an agreed time window. If you wish to change the time which has been agreed, please contact the support desk to arrange a suitable alternative. ,

Enhancements

Statements

• When an extra is not payable to an owner it will no longer be included in the owner statements

Auto payments with SagePay

A new option called "Activate Automatic Payments" has been added in the CMS to the settings tab of the SagePay payment provider node.  When switched on the payment for the balance and extras payment schedules will be taken automatically on the due date using the same card that was used to pay the deposit.

New Checkout pages

• A new modern style of checkout pages.  This is a premium feature, contact support for details of how to upgrade your site to the new style checkout pages (there may be a charge for this feature).

API

• Property Search API has a new parameter IsBrokenRule which allows results to be filtered based on if the booking rules have been broken  (view API guide)

New Email Tokens for Extras

• {holidayExtrasSummary} - A summary of all the extras on the booking
• {holidayExtrasSummary:Group:All} - A summary of all the extras on the booking in the group called "All".  The group name in the token can be changed to match the groups you have configured for your extras.
• {holidayExtrasSummary:Type:Owner} - A summary of all the extras where some or all of the cost of the extra is payable to the owner
• {holidayExtrasSummary:Type:Supplier} - A summary of all the extras where some or all of the cost of the extra is payable to a supplier other than the owner
• {extraName:extra_name} - A summary showing only an extra called extra_name if it has been added to the booking.  The name of the extra can be configured in the token

New Booking Tag Automation

• Payment Status - tag based on which payments have been received
• Extra Name - tag when an extra is added to the booking
• Payment Method - tag when payment has been made by card using a payment provider (SagePay or Stripe)
• Source of Booking - tag based on if the booking was taken via the web site or back office
• Check In/Out Status - tag based on if the check in or check out date has passed
• Guest Details - tag to say that certain guest details are missing.

Bugs Fixed

• API - Fixed an issue when not all properties were returned when using property search and filtering based on price
• Annual Statements - Fixed a number of formatting issues on the pdf export
• Statements - Fixed errors when creating statements when there is a problem with the owner record
• Novasol - Fixed errors when importing availability

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