Adding an Agent Role to a contact
An agent is a contact and can be linked to reservations when a reservation
is created. Agents are usually eligible for commission.
Step 1:
To apply an agent role to a contact select the checkbox next
to the Agent role at the top of the contact form.
Step 2:
On click of the agent role on the contact form, the contact is saved and a window for agent details opens. Enter the agent details and click Save on the toolbar to apply the Agent role to the contact:
| Agent type | This indicates the type of
payment terms the agent has with the client, for example ACCOUNT or
50% DEPOSIT ON CONFIRMATION BALANCE 7 DAYS PRIOR. Options available
from this menu are created and maintained in the Agent Type code
table. |
|
| Commission | The amount of commission agents receive
on reservations made. |
|
| Notes | General notes specific to this agent. |
|
| Users | This area lists users linked to this agent.
User linked to an agent can be created, linked and removed from this
window by clicking the Setup Users button (this button is
only visible when a user is in edit-mode). |