Adding organization profile notes

You use the Organization Profile Notes tab to record notes about the organization that will automatically copy to a reservation or walk in associated with the profile. When adding a note you can opt to have the note print on confirmation letters, or you can opt to keep the note private. You can also set the not to be property specific.

To add notes to an organization profile:

  1. Select Profiles > Organization Profiles.
  2. On the List View tab, select an organization profile to work with and click the Notes tab .
  3. In the Notes Detail section, specify the information that you require. See addition information about these fields:
    Property Specific
    Select this check box if the Note is specific only to the property.
    Print on Confirmation
    Select this check box to print the Note on the confirmation letters.
    Private Note
    Select this check box if the Note is for internal reference.
    Copy to Child Profiles
    Select this check box to copy the Note to all the child profiles of the parent.
  4. Click Save. The note is added.
    Note: To delete a note record from an organization profile, select the note to delete from the list and click Remove Record and then Save.