Profile Entry Codes
Profile Entry Codes are the lower level labels beneath the Profile Entry Types — e.g., various Hotel Loyalty and/or Airline Frequent Flyer programs can be grouped under the LP–Loyalty Programs Profile Entry Type. Organisations could choose to store vaccine certificate/passport information.
Create Profile Entry Types
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From the Home menu, select
Home > System > Code Setup.
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From the Code Setup menu, select
CRM > Profile Entry Codes.
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On the
Profile Entry Code screen, if the Code required is not already in the list, click Insert.
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On the blank
Profile Entry Type screen, select a Profile Entry Type, enter an Entry Code, Field Description and Field Label.
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Keeping with the
Profile Entry Codes screen, select a Field Type, enter the Field Length, and select if Multiple codes can be used.
- Review the completed screen.
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Click
Save to keep the changes.
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Click
Exit to discard any changes.
About Profile Entry Type Fields
Profile Entry Type
Select one of the Profile Entry Types defined in the previous section.
Entry Code
This is a field used for the profile entry code. This field is used for the actual brochure or loyalty program code, for example: 'QF' code for Qantas Frequent Flyer Program, or 'PC' for IHG Priority Club, this field allows up to 6 characters.
Field Description
A descriptive field used to describe the profile entry code. This description is visible while inserting the code into a booking and can be used in documentation and messaging. For example Qantas Frequent Flyer Program, or IHG Priority Club, this field allows up to 60 characters.
Field Label
The label that will display next to the entry in the booking, this field allows up to 15 characters.
Field Type
This field determines how the entry will be stored in the booking applications.
- Text = the field will be free format text.
- Date = the field will be a date.
- Number = the field will be numeric only.
- True/False = will be a Check Box selection.
Field Length
This field must be set for text and number field types, and will determine the length of the field for consultants to enter information into the booking.
- Text Field Type - the maximum field length is 60 characters, the minimum requirement for this field is 1.
- Number Field Type - the maximum numeric value for the field is 9 digits, for example 999999999.
Multiple
This check box, if selected, allows multiple entries of profile information. For example if a client had 2 Qantas Frequent Flyer Accounts, one business and one personal, then both can be entered.