Merging allows two profiles to be combined. There is a source and a destination contact.
Category: Module 2: Contacts
Create a contact
Add a contact From the main window, click New Contact. Enter basic name and email information. If desired or required, enter address details. Click OK. Add contact to a group Open a contact. Click the Other tab. Click the Groups tab. Enter a group name in the search field and click Add. The group will be added to the list. Add contact to a loyalty Read More
Booking options
The booking options provides fields which will be applied to each new booking created for the customer.
Find a contact
Find contact by name From the main window, click Address Book tab. Enter the customer name in the search field. Examples: Fred Flintstone, F Flintstone, Fred F, Fr Flin Click Find. Find by Contact # From the main window, click the Address Book tab. Enter the # followed by the customer number in the search field. Press ENTER or click Find. Example: #1103 Find contact by Read More
Contact anatomy
The profile of a contact includes contact information, booking options and access to all past and future bookings. Additionally, contacts is the main repository which links to employees, agents.
