The Pax CRM stores each customer name with their unique ID number. Individual passengers can be linked to group names. Pax search - enables results for existing passenger records using various filter criteria. Once located, passenger details can be edited or deleted.

This procedure identifies the steps required to find an existing passenger.

There are two options when searching for existing passengers.

1. The first is if you know surname of the passenger, and list of passengers matching the searched name will return. The forename field will enable if the surname field is not empty.
2. The second is a more advance search offering a filtered selection based on contact details or a range of pax name options.

Find existing passenger in the CRM

1. Select Menu Home > Operations > Pax CRM.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Pax CRM to open the Pax CRM screen:

      

2. Search for the Passenger either by.
1. Entering the Surname or First Name of the passenger and select search.

   

2. Or if the passenger name is unknown select search to enter more advance filters for searching.

   

   

3. Click Search.

   

3. A full list of passenger names matching your search will return, click on the name of the passenger to view their entered details.

   

4. View passenger records from the Details Tab where the pax full name, alias and date of birth can be noted on the upper section of the screen. The middle section allows storage of passport details and contact information specific to this passenger, with the lower section of the screen allowing any information defined by your organisation, e.g. Special Requirements, to be entered for the passenger.

   

5. Adding contact details for this passenger is done in the Contacts Tab. Select Insert, and complete the Insert Pax Travelling Contact Form with the details you have on hand.

   

   1. Click Save to keep the changes.

      

   2. Click Exit to discard any changes.

      

6. Unique passenger profile entries are available from the Profile Tab. This is where organisations may choose to store visa information, loyalty membership numbers or special requirements. The setup of these headings is detailed in the System Setup User Manual.

   

   You can see in this example that Mr Alfred Lindsay is a member of two loyalty programs (Air NZ and Hilton Honors and his loyalty numbers and expiry dates have been recorded for both).

7. The Groups Tab provides the ability to view if the passenger is linked in a group of travellers.

   

8. A list of bookings the passenger has previously been named in can be viewed or selected from the Booking Tab.

   

9. To keep the changes, click Save.

   

10. Click Discard to discard all changes.

    

11. Click Exit to discard any changes.

    

Pax Name - Surname

The last name (surname) of the passenger.

Pax Name - First Name

The first name (Christian name or forename) of the passenger. This field will be available if the Pax Surname is entered.

Group Name

The name of a group passengers.

Surname Starts With

This field will be empty. Enter a search string - search is done on the Booking name beginning with the entered search string.

Surname Contains

As with Surname Starts With, this field will be empty. This is a string search facility; i.e. it will find Bookings matching any combination of consecutive characters entered in the field, regardless of where in the Booking name the string occurs.

First Name Starts With

This field will be empty. Enter a search string - search is done on the Booking name beginning with the entered search string.

First Name Contains

As with First Name Starts With, this field will be empty. This is a string search facility; i.e. it will find Bookings matching any combination of consecutive characters entered in the field, regardless of where in the Booking name the string occurs.

Agent

Selecting an agent will limit the search to only Bookings for that agent.

Passport Name Contains

Entering a Passport Name will limit the search to Bookings and return results based on the Passport Name Contains entry.

Passport Number

Specifying the a passport number, (if known and entered against the passenger profile in a booking) will limit the search to bookings with the specific passport number selected.

Contact Details Filter

Specific contact details can return results based on an email address or a phone number. This is a handy tool if you do not have the clients name on hand.

Group Filters

Group Name starts with allows you to search for passengers who were included in a particular group of travellers.