Information
A Company Contact is a person added to the Company for the purpose of sending correspondence.
Company Contacts can be added to simplify managing correspondence with the business.
The 'Contact' and 'Booker Contact' fields can be included on the Reservation Screen using Field Maintenance to select an associated Contact on the reservation.
Contacts can be included as a merge field in Form Letters for tailored correspondence.
✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Setup
- Go to Setup > Company.
- Select the 'Edit' icon on an existing Company.
- Navigate to the 'Contact' tab.
- Select the 'Add' icon.
- Enter the Contact Information.
- Optional: Select a Grouping.
- Save/Exit.
- Save/Exit.
This Contact will be available for selection when sending correspondence from a Guest Profile or Reservation where this Company is selected.
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