A Travel Agent Contact is a person added to the Travel Agent for the purpose of correspondence.

Overview

A Travel Agent is a business record that can be added and used in RMS for Reservations, Accounts Receivable, and the Corporate Portal.

Travel Agent Contacts can be added to streamline and simplify correspondence with the business.

The ‘Contact’ and ‘Booker Contact’ fields can be displayed on the Reservation screen using Field Maintenance, allowing you to select an associated Contact for the reservation.

Contacts can also be included as merge fields in Form Letters to create tailored correspondence.

Guide

In the side menu of RMS, go to Setup > Travel Agent.

1. Select 'Edit' on an existing Travel Agent.
   
    
2. Navigate to the 'Contact' tab.
3. Select 'Add'.
   
    
4. Enter the Contact Information.
   Select other Contact options (Optional).
5. Select Save/Exit.
   
    
6. Select Save/Exit.
   
    

This Contact will be available for selection when sending correspondence from a Guest Profile or Reservation where this Travel Agent is selected.