Customer management

Customer management

Individual Profile: Add a comment
1. Go to 'Customers>Individuals' and select the Individual profile you want to add the comment for. 2. Click the pen icon in top right corner to...
Tue, 23 Apr, 2024 at 9:07 AM
Individuals: Identifiers tab
In each Indiviual profile there is a tab called 'Identifiers'. This page keeps track of id:s a customer profile have in different external systems ...
Mon, 12 Apr, 2021 at 9:05 AM
Reservation: Add an Individual profile as guest in a reservation
1. In a reservation 'Edit' mode, find the room you want to add the guest to. 2. Enter the guest information you want to search for. It can be any c...
Wed, 24 Apr, 2024 at 2:20 PM
Customer management: restore removed profile
1.  When selecting 'Customers>Indiviudals','Companies' or 'Travel Agencies' a menu item called 'Removed Customers', '...
Wed, 24 Apr, 2024 at 3:39 PM
Customer Profiles: Invoice references
Invoice reference (Your reference) and Our reference can be added to Company profiles and/or Individual profiles. In Company profile they can be added t...
Tue, 23 Apr, 2024 at 9:06 AM
Customer Mangement: Top Companies and Top Travel Agencies
1. Go to 'Customers>Companies>Top Companies' or 'Customers>Travel Agencies>Travel Agencies'. 2. The list will display companies...
Fri, 24 May, 2024 at 12:05 PM