This is the fifth of six tasks described in this user manual for changing booking or quote details.

NOTE: The numbering is simply for reference - there is no particular order in which tasks need to be completed and, depending on the Booking, they might not all be needed.

The full list is:

1. General Setup
2. Pax Travelling
3. Markup / Commission
4. Booking Notes
5. Agent Notes (this task)
6. Recalculate Booking

There are Booking Notes and Agent Notes:

• Booking Notes allows free-format notes to be added to the Booking under a range of predefined Note Categories, which must first have been set up via Home > System > Code Setup > Messaging > Notes. Notes can be output on documents and messages to both agents and suppliers.
• Booking Notes will sort data by note category.
• Agent Notes allows viewing (read-only) of notes attached to the agent.

Insert an agent note

1. If you haven't already done so, search for and retrieve a Booking to work with (see Retrieve an Existing Booking).
2. The default view for a Booking is the Dashboard View.

   

3. To examine and work with agent notes, from the FITs menu, select FITs > Booking Details > Agent Notes.

   1. Click the FITs hamburger menu to open it:

      

   2. Click the Booking Details menu option to expand it:

      

   3. Click Agent Notes to retrieve a list of notes attached to the booking (if any):

      

4. From the list of agent notes returned, click any note to open it.

   

   Once open, the content of an agent note can be read, but it cannot be changed:

5. Click Exit to discard any changes.