Ability to Add Documents to Accounts & Contacts
Katie Knight
I can currently only Add Documents to Bookings, however I have Accounts and Contacts I'd like to add & send Documents from, such as contracts which are not booking specific.
At the moment a Document has to be made outside of ET or on a booking, and then added as an 'attachment' to the Account/contact
We would also need the ability to merge the Key Account tracking (LNR) on the Document
Katie Knight
open
D
David Perry
under review
P
Pouyan Tag
open
P
Pouyan Tag
under review
Katie Knight
open
Katie Knight
Merged in a post:
Ability to merge key account (LNR) information into Documents
Katie Knight
As a hotel that negotiates & contracts thousands of accounts per year, we need the ability to merge LNR details into a Document so we do not have to manually write it out each time.
Katie Knight
Merged in a post:
Ability to nerge booking agreement from Key Account
M
Mark Fallis
As we are creating key accounts - the ability to merge a rate letter agreement from this area wood be great