Profile Entry Type
Profile Entry Types are used to define what type of information is to be recorded against booking pax. The Profile Entry Types when defined and associated with Profile Entry Codes, will be available for selection from Pax Travelling screens in bookings.
NOTE: Profile Entry Types are the highest level of data and are basically headings for lower level data to be inserted.
The following are some examples of Profile Entry Types:
- Brochure Requests
- Occupation
- Travel Preferences
- Visas Held
- Loyalty Programs
- Vaccine Certificates/Passports, etc.
In the Profile Entry Type, the (e.g.) type of Brochure or (e.g.) Occupation are not being defined—only the label is being set up.
On initial entry to the Profile Entry Types screen, any existing records will display.
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 Type.
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On the
Profile Entry Type screen, if the Code required is not already in the list, click Insert.
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On the blank
Profile Entry Type screen enter a Profile Entry Type, Description, and Entry Label.
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Keeping with the
Profile Entry Type screen, select a System Type.
- 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
This is a 2 character field that is used for the Profile Entry Type code.
Entry Description
A descriptive field used to describe the Profile Entry Type. This description is visible while inserting the code into a booking and can be used in documentation and messaging, this field allows up to 30 characters.
Entry Label
The label that will appear in the Profile Selection Tab in bookings and output on documentation/messages, this field allows up to 15 characters.
System Type
This field determines where the entry will be stored in the booking applications. There are 4 System Types available:
- Undefined = Additional information connected to the client.
- Membership = Any type of membership information for the passenger, e.g. Frequent Flyer, Hotel Loyalty Program etc.
- Analysis = Data that can be used for analysis/tracking. E.g., when brochures have been sent out, a follow up message asking if further information is required could be sent.
- Additional Passport = If other passport information that was not indicated on the Passport section of Pax Travelling - e.g., visas issued needs to be tracked.