Company Contact
Setup Contacts on a Company in RMS.
A Company Contact is a person added to the Company for the purpose of correspondence.
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Information
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Setup
- Add Button
Information
A Company Contact is a person added to the Company for the purpose of correspondence.
A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.
Company Contacts can be added to simplify managing correspondence with the business.
The 'Contact' and 'Booker Contact' fields can be included on the Reservation Screen using Field Maintenance to select an associated Contact on the reservation.
Contacts can be included as a merge field in Form Letters for tailored correspondence.
Users will require Security Profile access to use this feature.
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Setup
- Add Button
Setup
Have your System Administrator setup the following.
- Go to Setup > Company in RMS.
- Select the
'Edit' icon on an existing Company. - Navigate to the 'Contact' tab.
- Select the
'Add' icon. - Enter the Contact Information.
- Optional: Select a Grouping.
- Save/Exit.
- Save/Exit.
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Guide
- Add Button
Guide
Go to Setup > Company in RMS.
Select the 
'Edit' icon on an existing Company.
Navigate to the 'Contact' tab.
Select the 
'Add' icon.
Enter the Contact Information.
Optional: Select a Grouping.
Select 
'Save/Exit' to store the changes made and return to Company setup.
Select 'Save/Exit' to store the changes made and leave the setup.
This Contact will be available for selection when sending correspondence from a Guest Profile or Reservation where this Company is selected.
Setup
Have your System Administrator setup the following.
- Go to Setup > Company in RMS.
- Select the 'Edit' icon on an existing Company.
- Navigate to the 'Contact' tab.
- Select the 'Add' icon.
- Enter the Contact Information.
- Optional: Select a Grouping.
- Save/Exit.
- Save/Exit.
-
Guide
- Add Button
Guide
Go to Setup > Company in RMS.
Select the 'Edit' icon on an existing Company.
Navigate to the 'Contact' tab.
Select the 'Add' icon.
Enter the Contact Information.
Optional: Select a Grouping.
Select 'Save/Exit' to store the changes made and return to Company setup.
Select 'Save/Exit' to store the changes made and leave the setup.
This Contact will be available for selection when sending correspondence from a Guest Profile or Reservation where this Company is selected.