If Consultants have already been set up under PCM/Consultant, they will display here.
(continued from Bookings Node)
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If Consultants have already been set up under PCM/Consultant, they will display here. |
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When Consultants are set up under Bookings, they are also available under PCM/Consultant. |
The Consultant table stores a list of users who will be making quotes (PCMs) and Bookings (both Fastbook and Groupbook). The names in the Consultant table can be linked (via INI Maint/FastBook and INI Maint/GroupBook) to the users login. This will automatically assign the Consultant to PCMs and Bookings that they create.
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On initial entry to the Consultant node, any existing records will display. |
Screen Shot 87: Consultants Scroll
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The column headings at the top of the scroll are the only column headings available in this screen. |
To modify an existing Consultant Description, highlight the row and double click.
To delete an existing Consultant record, highlight the row and click the Delete button in the button bar.
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The Initials field cannot be changed. Consultants cannot be deleted if they have been used in a PCM or Booking. |
To create a new Consultant, click the Insert button in the button bar.
Screen Shot 88: Consultant Dialogue
Initials (6 Chars)
The Consultants initials.
Name (120 Chars)
The Consultants name.
Screen Shot 89: Sample Completed Consultant Detail
OK
Click the OK button to save the Consultant record.
Cancel
Click Cancel to cancel setting up the Consultant record, or to return to the scroll.
(continued in Booking Analysis 1–3)
Tourplan iS V2.07 System Setup Training Guide