Heidi Theis
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Activity overview
Latest activity by Heidi Theis-
Heidi Theis commented,
When I change the currency and it shows "past Due" in something other than USD, when I click on the hyperlink to see the detail (which Commission it is that is past due) it doesn't show it. Please ...
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Heidi Theis commented,
When will Expired Invoices drop OFF my Task List for a trip? I expired two invoices for items on a valid trip that are no longer going to be part of the trip, so the client made no payment, but the...
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Heidi Theis commented,
Chelsey Moise Thank you! Is there a tutorial that shows this?
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Heidi Theis commented,
Alan in your calculation above: https://help.traveljoy.com/hc/en-us/articles/4408792352532/comments/4723890689684, I'm confused about your calculations would you kindly share your formula for how y...
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Heidi Theis commented,
Hi TJ Crew! I am FINALLY getting around to trying this feature. Just a couple questions, well, one really... Do I understand correctly the "virtual card" does not work with "packages"? For example:...
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Heidi Theis commented,
Further clarification: I guess I should have added, this question: Is there a way to either: 1- Make a question on previously completed forms auto-populate retroactively into client profile OR 2- e...
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Heidi Theis commented,
So this is pretty specific, but I just can't figure it out, and I don't want to mess up my existing records so I'm hoping to get some guidance. I have a question on my inquiry forms, "Would you lik...
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Heidi Theis commented,
What does the client see? My agency or the supplier name?
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Heidi Theis commented,
Hi Alan! Quick question, I already have a TJ inquiry form embedded on my website. If I edit that form in TJ, will it automatically update the embedded form on my website or will I get a new source ...
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Heidi Theis commented,
Please add to these instructions the fact that when you use this feature your clients can ONLY pay by CC, not EFT to Trip Funds. This was not clear and on a large ticket supplier, the difference be...