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Booking notes recalled?

 
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imagicsupport
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Joined: 16 Dec 2006
Posts: 2135

PostPosted: Wed Aug 24, 2016 10:08 am    Post subject: Booking notes recalled? Reply with quote

Hi John!

Hope things are going well on your side of the world. I'm doing
fine now that I'm learning more about the system and not messing with
things!

One question, is there anyway to have the booking notes I make
carry over so that they show when I search for a customer, or make a new
reservation? Some of the stuff I need to see for future bookings, or
refusal of booking! I looked in reports for a note feature and didn't find
anything there either.

Thanks for helping, Gina
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imagicsupport
Site Admin


Joined: 16 Dec 2006
Posts: 2135

PostPosted: Wed Aug 24, 2016 10:09 am    Post subject: Reply with quote

Hi Gina,

Thanks for the post.

Yes you can, but you'd want to use the 'Customer Preferences' field rather than the booking notes. Booking notes are tied to the booking and customer preferences are saved against the guest. So when you have the same guest revisit their preferences will be pulled in with their other details.

If you haven't already you can show that field via Configure/Advanced/Customer Fields and check 'Customer Preferences'. If you're wanting to store a refusal of booking you could also check the 'Restricted Status' and the system will automatically warn you of any previously recorded issues with the guest.

Regards, John
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