Agent Notes

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 if the note category is set to 'Include in Messaging'.
  • 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 Quote/Booking).
  2. The default view for a Booking is the .

  3. To examine and work with agent notes, from the FITs menu, select .
    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 returned, click any note to open it.

    The note can be viewed using the down arrow or opened using the magnifying class. Once open, the content of an agent note can be read, but it cannot be changed:

  5. Click to discard any changes.