1. How are Clients in Centaur classifed?
For a Tour company (TC), clients are anyone who are interested in booking a tour or reservations. Such reservation bookings come from independent travelers, agencies who might be promoting a set of their own clients to the TC. Additionally there could be Direct groups who may approach the TC for any tours directly.
2. Who is an Agent?
An agent is a representative of a Tour Agency who would be assigned a specific set of travelers or groups to deal with regarding the tour requirements of such parties. An agent also co-ordinates reservations or is in charge of such sales for a agency group within an agency. In the case of Direct group, it is the Group leader who plays the role of a coordinating agent between the group and the TC.
3. What is the difference between a Direct group and an Agency Group?
A direct group is a group or an association having members whereby the group directly approaches the Tour promoting company for their tour requirements. An Agency Group first reports to an Agency for their tour requirements using an agent who then communicates with the TC for their tour requirements.
4. How do you link an agent of an agency with a Agency group?
An agent of an agency can cater to one of more agency groups within that agency. So when an agency group is created, we need to select one agent who would be assigned to the group from that agency.
5. What are the different tabs under each client and what are they for?
The various tabs are structured so as to facilitate and group all information regarding the client and their interactions within the system in the form of reservations, payments made and opportunity prospects.
For more information on the tabs clicking here. to the specific details page on this.
6. How do i add an opportunity under a client?
If a client happens to be a prospect for an opportunity in the future,such potential sale can be entered by clicking the Add button on the opportunity page and then entering the specific information as is shown in the opportunity section. Opportunities added would also show on the Home page under the opportunities section.
7. How does the communication tab get populated for a traveler and an Agent?
By making a request for a brochure or a catalog, which is entered by the booking agent, such communication requests get shown under this tab. Please see Brochure requests for more information on how to make brochure requests manually and through online.
8. On the Summary Tab details, what do the FTC details refer to?
The FTC (Frequent Traveler Certificate) details refer to any FTC that has been printed for this traveler. On how to print FTC for a traveler, see all about FTC’s section.
9. On the right rail, what are the current call links?
The current call option allows us to record communication requests from a client in the form of a brochure request or a follow up call. All such requests made by a client can be captured here and seen on the communication tab for that traveler or an agent who made the request.
10. Where do i add interests for a traveler or a group?
On the right rail, whenever a traveler or an agent profile is kept open, you will see the Actions section wherein you can see a link to add interests. Choose the interests by clicking the one from the given picklists and assign it to the traveler or the group.
Tags Feature
We are proposing a new feature to add tags in all clients profiles to the application:
1) Add New Tags in client profiles.
2) Search using multiple tag names
Here is how we propose to implement this new logic.
Add New picklist “Tags” for each client type.
Show Tags in clients profile.
Add and Save new tags. Delete tags.
Tags based search.
New picklist “Tags” for each client type
This option will let the user define the tags available for a particular client type. Define and save the client profile tags along with the status through System Administration > Picklist >Tags ( Direct Traveler).
Screen for ‘New Picklist “Tags”
Show Tags in clients profile
All the tags that are added in a profile will be listed in the Summary Section of the Client Profile.
For an Admin users, the X icon will show next to each tag. By clicking on it, the tag can be deleted. Only the Administrator user will have the ability to delete tags. ie. the tags will have the X sign showing ONLY for Admin user. For all other users, they can only Add Tags.
By default, when the user gets to the Summary page, the Tags section will be automatically expanded and shown. When the Add Tags button is clicked, we show a modal box with all the tags defined (through Picklists) and next to each of them, show a CheckBox. The user can check any of the Tags and click on the OK button.
Screen for ‘Show Tags in clients profile’
Add Tags Button in Client Profile
A popup shows when we click on “Add Tags” button. We can add the associated tags through this popup.
Screen for ‘Popup for adding new tags’
Tags Deletion
Only the Administrator can remove tags from the clients profile.All other users can just view the tags and add more tags to the tag list.
Screen for ‘Delete button for Admin Users’
Search Using Tags
We can search multiple tags at a time through client search section. More than one tag can be added as search criteria.
Screen for ‘Search using Tags’
