How to view an existing customer
The left-hand side of the screen show a list of the current customers.
The right-hand side of the screen shows the details of the specific customer.
Type the name of the customer in the customer block and click “search”.
Tabs explained:
Markup Policy – This Tab allows you to set special / different markup policies per customer:
Contacts – This Tab allows you to capture contact details of specific people within the customer:
Extranet Sections – This Tab allows you to show/hide certain services per customer:
Notes – This Tab allows you to make notes pertaining to the specific customer:
Attachments – This Tab allows you to attach documents to a specific customer:
Activity – This Tab shows information regarding the number of quotes and bookings processed for a specific customer, as well as a conversion percentage, non-confirmed bookings, and arrival numbers:
Figures – This Tab allows you to view the turnover and markup amounts for a specific customer:
History – This Tab allows you to see who created the customer, as well as all changes made on the customer’s profile:
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