Contacts      
 
  Working with Contact Relationships  
  Relationships can be established between contacts. These relationships determine what links a user has. Additional rules/restrictions are applied depending on the relationship applied.  
   Internal Relationship
  • This relationship indicates if this contact is an internal user and works for a business unit (such as the central reservation office/one of the properties or a camp)
  • This relationship can also be setup for internal users from the Property module (on the Property-User tab)
 
 Agent Relationship
  • Only contacts that are setup as users can have this type of relationship applied
  • This relationship indicates the contact is linked to a contact that is setup as an agent. This means that when the contact makes a reservation, the agent attributes e.g. commission applied on reservations is determined from the contact they have the agent relationship with
  • This relationship also determines what reservation information is seen by the user-contact, setting up this relationship means that data accessible by the user-contact is filtered to the agent (this means that the user-contact cannot access data not related to his/her agency)
  • The most common Agent relationship is applied to 'individual' users that work for an agent organisation
  • An contact with an 'Agent' role cannot have an 'Agent' link as this would create conflicting agent attributes such as commission on reservations
  • A contact with an agent relationship cannot be setup as an agent (as this would conflict with the commission setup on the agent role)
  • This relationship can be pre-set if the contact was created from the Agent pop-up of the related agency (by creating or allocating a user to the Agent)