Contacts      
 
  Working with Contact Roles  
  A contact role is assigned to a contact to identify their role in the reservation process. Each role has unique attributes that need to be established for a contact, for example: a contact can be setup with an 'agent' role, this means that details such as commission, rate types and payment plans must be allocated to the contact. In Resrequest 1.5.1 there are three contact roles:
  1. General: this is a contact that has no role created
  2. Agent: this is a contact who can be allocated as the 'agent' who (usually) derives commission from a reservation. An agent contact can also be a 'user'
  3. User: this is a contact who has a username and password on the system
  
  Creating a Role  
 
  1. To apply a role, set the role from the contact form by clicking the checkbox to the left of the role

  2. The contact details are automatically saved and the respective contact role window opens, from this pop-up the user must set the role attributes and click Save or Save and Close toolbar button to update the role

  3. To close the role window without saving the new role, click the Exit button on the pop-up toolbar

  4. When a role has been saved the contact form is updated and displays the role with a tick in the checkbox

    5. The tick in the checkbox to the left of the Agent indicates that an agent role is applied to the contact

 
  The Agent and User role have specific attributes that need to be set. There are three roles in Resrequest 1.5.1:
  1. General Role
  2. Agent Role
  3. User Role