Travel Agent Contact
Setup Contacts on a Travel Agent in RMS.
A Travel Agent Contact is a person added to the Travel Agent for the purpose of correspondence.
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Information
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Setup
- Add Button
Information
A Travel Agent Contact is a person added to the Company for the purpose of correspondence.
A Travel Agent is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.
Travel Agent 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 > Travel Agent in RMS.
- Select the
'Edit' icon on an existing Travel Agent. - 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 > Travel Agent in RMS.
Select the 
'Edit' icon on an existing Travel Agent.
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 the Travel Agent 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 Travel Agent is selected.
Setup
Have your System Administrator setup the following.
- Go to Setup > Travel Agent in RMS.
- Select the 'Edit' icon on an existing Travel Agent.
- 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 > Travel Agent in RMS.
Select the 'Edit' icon on an existing Travel Agent.
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 the Travel Agent 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 Travel Agent is selected.
