Guest Profile Correspondence Received In
Record correspondence received on the Guest Profile in RMS.
The Correspondence tab on the Guest Profile can be used to record received correspondence and attachments.
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Information
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Use
- Add Button
Information
The Correspondence tab on the Guest Profile can be used to record received correspondence and attachments.
Correspondence recorded on the Guest Profile remains with the guest details on any reservation which varies from Correspondence recorded on a specific reservation.
File attachments can be included with the recorded correspondence to save a copy of an email, file or image that was received by the guest.
Users will require Security Profile access to use this feature.
-
Use
- Add Button
Use
- Go to Reservations > Guest Search in RMS.
- Enter the Guest Name and press 'Enter'.
- Select an existing Guest Profile and choose 'Edit'.
- Navigate to the 'Correspondence' tab.
- Select the
icon. - Select 'Received (In)'.
- Select the Date & Time.
- Optional: Select an Activity.
- Enter a Note.
-
Optional: Add an Attachment.
- Select the
button. - Select the File and choose 'Open'.
- Select the
- Save/Exit.
View saved attachments by double clicking the 'Received In' record and choosing the 
'View Attachment' icon.
-
Guide
- Add Button
Guide
Go to Reservations > Guest Search in RMS.
Enter the Guest Name and press 'Enter'.
Select an existing Guest Profile and choose 'Edit'.
Navigate to the 'Correspondence' tab.
Select the 
icon.
Select 'Received (In)'.
Select the Date & Time.
Optional: Select an Activity.
Enter a Note.
Optional: Add an Attachment.
Select the 
button.
Select the File and choose 'Open'.
Select 'Save/Exit' to store the changes made and return to the Guest Profile.
Saved attachments can be viewed by double clicking the 'Received In' record and choosing the 
'View Attachment' icon.
Use
- Go to Reservations > Guest Search in RMS.
- Enter the Guest Name and press 'Enter'.
- Select an existing Guest Profile and choose 'Edit'.
- Navigate to the 'Correspondence' tab.
- Select the icon.
- Select 'Received (In)'.
- Select the Date & Time.
- Optional: Select an Activity.
- Enter a Note.
-
Optional: Add an Attachment.
- Select the button.
- Select the File and choose 'Open'.
- Select the
- Save/Exit.
View saved attachments by double clicking the 'Received In' record and choosing the 'View Attachment' icon.
-
Guide
- Add Button
Guide
Go to Reservations > Guest Search in RMS.
Enter the Guest Name and press 'Enter'.
Select an existing Guest Profile and choose 'Edit'.
Navigate to the 'Correspondence' tab.
Select the icon.
Select 'Received (In)'.
Select the Date & Time.
Optional: Select an Activity.
Enter a Note.
Optional: Add an Attachment.
Select the button.
Select the File and choose 'Open'.
Select 'Save/Exit' to store the changes made and return to the Guest Profile.
Saved attachments can be viewed by double clicking the 'Received In' record and choosing the 'View Attachment' icon.
