This is the fifth of nine tasks described in this user manual for viewing or changing the following:

• Message content saved as FYI supplier messages
• The date periods for messages to display when the supplier is selected in a booking
• If the message is to be displayed as an internal message or if it should display as an external note (if webConnect is used)

The full list is:

1. Supplier Policies
2. Cancellation Rules
3. Amenities
4. Replicated Locations
5. Supplier FYI (this task)
6. Supplier Notes
7. Language Translations
8. Allocations
9. Contacts

This facility enables simple notes to be set up against a supplier and these can be used as a prompt for consultants processing quotes and bookings. The detail of the note can also be shared with agents when making a booking using webConnect.

FYI messages can be used for a variety of reasons, e.g., a prompt to let the booking consultants know that a property is being refurbished, or perhaps an internal note to let consultants know that a deposit is required when a particular supplier is booked.

Insert a FYI Message

1. If the supplier to which the FYI Message is to be added does not exist, create the supplier first (see Create a Supplier).
2. If the supplier does exist, search for the supplier from Product Setup, select menu Home > Product > Product Setup > Supplier > Supplier FYI (if FYI message are already attached a list will display on this screen).

   1. Click the Product menu to expand it and search for a supplier:

      

   2. Click the Supplier menu option to expand it:

      

   3. Click Supplier FYI  to go to the Supplier FYI screen:

      

3. Click Insert to add a new entry.

   

4. Select Valid From and Expires dates.
5. Select the Public checkbox if the message is to display online (on WebConnect).
6. Enter the Message text.
7. Click Save to keep the changes.

   

8. Click Exit to discard any changes.

   

Date Added

This defaults to the system date. It cannot be altered.

Valid From

The date that the message is valid from.

Expires

The date that the message expires and will no longer show when the product is booked. If the validity of the message needs to be extended, it can be by changing the date in this screen.

NOTE: The Valid From date and Expires Date work in conjunction with the service date when a service is booked. If the service date falls between the Valid From and Expires Date, the message will display for the consultant.

Public

When checked, this checkbox allows the message to display to agents via webConnect.

Message

Free format text the text limit is 128 characters per message.