This is the third of seven tasks described in this user manual for modifying a PCM itinerary.

NOTE: There is no particular order in which tasks need to be completed - the numbering is simply for reference.

The full list is:

1. Pickup / Dropoff
2. Voucher Text
3. Service Notes (this task)
4. Product Notes
5. Change Base Date
6. Manage Days
7. Insert PCM

The Service Notes screen allows notes specific to this service, in this PCM to be entered.

The notes entered here can be output on messages; e.g. Agent Confirmation, Vouchers and Supplier Requests etc.

Insert or Update Service Notes

1. Search for and retrieve a PCM to work with. If you haven't done this already, see Retrieve an Existing PCM.
2. Switch to the Itinerary View.

   1. The default view for a PCM is the Dashboard view.

      

   2. A single service can be opened from the Dashboard by clicking on the service. Alternatively, switch to Itinerary view by selecting, from the PCM Quotes menu, PCM Quotes > Itinerary.

      1. Click the PCM Quotes menu to expand it:

         

      2. Click the Itinerary menu option to show the itinerary for this PCM:

         

   3. Examine the Itinerary on this screen.
      

      

3. There are two ways to change Service Notes from the Itinerary view:
   1. Change Notes text via service drill-down:

   1. Select the service whose details you want to change to open the Service Details screen.

      

   2. On the Service Details screen, click the Notes Text tab.

      

   3. On the Notes tab, click New Note and modify details as required.

      

   4. Select a Category Type.

      

   5. Enter the note information, click Save to keep the changes, followed by Exit to return to the Itinerary.

      

   2. Change Service Notes details via the PCM Quotes menu:
      1. Select menu PCM Quotes > Itinerary > Service Notes.

         1. Click the PCM Quotes menu to expand it:

            

         2. Click the Itinerary menu option to expand it:

            

         3. Click Service Notes to show the PCM as a list of service lines, each of which can have notes added:

            

      3. From the list of services, identify the service that is to have a new note added.

         

         NOTE: Notes are presented in summary view, one line per service. You can expand all notes to show full details by clicking the blue + symbol next to the Day/Seq column heading. Alternatively, you can click the + symbol alongside any service to expand the note(s) for just that service.

      3. To add a note for a service, click New Note alongside the service.
         

         

      4. On the Service Notes screen, select a Category Type from the drop-down and enter the text of the note as illustrated in the example.

         

         

      5. Once details are entered, click Save to keep the note and return to the list. The note is now available to view, otherwise, click Exit.

         

• Whether the note detail is output is determined by the design of the document template, not selections on this screen.

• There could be many more categories of Service Notes – for example, one for general information; one for accounts information; one for additional itinerary information. By clicking on each of these categories, the notes that have previously been entered (if any) for the service can be viewed.

• Unlimited text can be added under each category. A Date and Time stamp will be attached to each Note, reflecting the last time it was updated.

The Service Note filter is defaulted with the Services button checked. Filtering by Service allows a full list of all notes attached to each product to display on screen.

A filter can be applied to target and display a specific Note Category. This is useful for consultants who may want to view or insert a series of service notes with information saved for a particular Note Category.

• Filtered note entries can be can be viewed service by service using the dropdown arrow. The note expands for users and longer note entries can be viewed using the scroll bar provided.

• Alternatively, users can open the Product Note screen to view the full note entry when selecting the magnifying glass icon.

• Selecting the + icon next to the Category will expand notes for all services.

The rich text editor section (or body) of the note is a blank page for the PCM note text to be inserted or edited.

The Editing screen has the following items:

Format type	Format Option Descriptions
Format	Format of the paragraph text. Normal, Headings 1,2,3,4,5, & 6, Formatted, Address,
Font	Font of text (will default from the INI Setting DEFAULTFONT)
Size	Font Size of text (will default from the INI Setting DEFAULTEDITFONTSIZE)
	Style, Font and Font Size. The available styles and fonts are the Windows styles and fonts installed on the computer running Tourplan
	Bold - highlight the text to be bold faced and click this button
	Italics - highlight the text to be italic and click this button
	Underline - highlight the text to underlined and click this button
	Colour of text – highlight the text to change the colour and click this button
	Numbered bullet points - click this button to create a numbered list
	Bullet points - click this button to create a bulleted list
	Left aligned text - click this button to justify text on the left margin
	Centre aligned text - click this button to centre text between the left and right margins
	Right aligned text - click this button to justify text on the right margin
	Left and Right justified text. Click this button to justify text between the left & right margins
	Insert a URL link – click this button to insert the text you want showing as a hyperlink and insert the required URL
	Upload an image – click this button to upload an image
	Insert a table – click this button to insert a table
	Cut text (Ctrl+X) highlight text to be cut and click this button
	Copy text (Ctrl+C) highlight text to be copied and click this button
	Paste text (Ctrl+V) place the cursor at the point where copied/cut text is to be placed and click this button
	Selecting this button will show the text editor in CSS styling source code