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Infor Sales and Catering Solution
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Infor Sales and Catering Solution Overview
Home Page
Main toolbar
Tasks
Task Details
Task Details
Related To Details
Adding a task
Events
Events Calendar
Events Calendar toolbar
Creating an Event
Booking an event with function(s)
Lookup
Copying the details of a function to the same event
Copying the details of a function to another event
Event
Event Details
Generating event document with Quick Print
Billing Details
Functions
Creating a new function
Adding a child function
Creating a function diagram
Modifying the details of a function
Copying selected functions
Modifying multiple functions
Managing a grid view
Modifying functions collectively
Cancelling multiple functions
Deleting services from functions
Managing the grid view
Copying a function
Adding a service menu to a function in the classic view
Function Services in the new view
Guest Rooms Blocks
Guest Rooms Bookings
Managing the grid view
Adding a guest rooms booking in the old view
Guest rooms booking in the new view
Personnel
Event Timeline
Contacts
Managing the grid view
Event Booking Details
Event Lifecycle
Processing event lifecycle
Processing Inquiry
Sending a proposal
Processing a tentative
Confirming an event
Completing an event order
Guarantying an event
Actualizing an event
Closing an event
Cancelling an event
Tasks
Notes
Appointments
Communication History
Logging an event activity or external email
Generating a document for an event
Sending an event email
Creating a folder
Event Attachments
Function Attachments
Editing function details
Cancelling a function
Adding service details
Adding custom items
Deleting service items
Previewing an event order
Booking an event with guest rooms block
Booking an appointment using event
Adding an event guest list
Event Financial Details
Event Total Charges
Guest Rooms Charges
Event Margins
Deposits Scheduled
Sertifi ePayment Details
Event Payments Received
Adding credit card details
Function Payments Received
Discounts
Adding or modifying discount percentage rate or amount of a revenue center
Tax Rates
Service Fee Rates
Move Event
Moving an event
Event Self-Service Portal Details
Event Self-Service Portal Details
Deposits Scheduled
Comments
Documents
Sertifi eSignature and ePayment Details
Function
Function Details
Reservations
Personnel
Function Timeline
Services
Notes
Tasks
Appointments
Communication History
Logging a function activity or external email
Generating a document for a function
Function Booking Details
Attachments
Function Financial Details
Function Total Charges
Function Margins
Deposits Scheduled
Payments Received
Adjustments
Additional Service Fees
Function Lifecycle History
Daily Snapshots
Master Event
Booking a master event
Master Event Details
Billing Details
Events
Functions
Managing the grid view
Guest Rooms Blocks
Contacts
Managing the grid view
Notes
Tasks
Appointments
Communication History
Logging a master event activity or external email
Generating a document for a master event
Sending a master event email
Master Event Attachments
Event Attachments
Function Attachments
Event Leads
Adding placeholder events to sites with Quick Entry
Generating documents in a batch
Schedule Batch Generate Document Jobs
Creating a scheduled document job
List views
Function List
Managing list view layout for a function
Event List
Managing list view layout for an event
Master Event List
Changing status of event
Manage event guest list booking
Availability Options
Check Availability
Checking availability of a location for a function or an event
Check Package Availability
Checking availability of a package for a function or an event
Usage Options
View Daily Menu Mix
Reviewing menus and service items data
Inventory Usage
Location occupancy
Location Capacity Usage
Manage Important Dates
Adding an important date to the Events calendar
Event Leads
Event Lead
Creating an event lead
Lead Details
Converting a lead to an event
Converting a lead to a guest rooms event
Event Lead Functions
Contacts
Managing the grid view
Services
Adding a service menu to an event lead in the old view
Event Lead Services in the new view
Notes
Tasks
Appointments
Communication History
Logging an event lead activity or external email
Generating a document for an event lead
Sending an event lead email
Attachments
Option Holds
Checking package availability and converting an event
Checking availability and converting an event
Accounts
Creating an account
Account
Account Details
Address Details
Billing Details
Account Profile Synchronization
Personnel
Related Business Filters
Contacts
Managing the grid view
Affiliated Accounts
Affiliated Contacts
Volume Contracts
Master Events
Events
Guest List Bookings
Guest Rooms Blocks
Event Leads
Reservations
Notes
Communication History
Logging an account activity or external email
Affiliated Communication History
Attachments
Modifying an account
Deactivating a selected account
Consolidating a selected account
Contacts
Creating a Contact
Contact
Contact Details
Account Lookup
Address Details
Billing Details
Credit Cards
Adding a credit card
Related Business Filters
Affiliated Accounts
Memberships
Member Leads
Master Events
Events
Guest List Bookings
Guest Rooms Blocks
Event Leads
Reservations
Notes
Tasks
Appointments
Booking an appointment using a contact
Communication History
Logging a contact activity or external email
Generating a document for a contact
Sending a contact email
Attachments
Guest Rooms
Guest Rooms Control Calendar
Guest Room Calendar toolbar
Creating a Guest Room Block
Guest Rooms Block
Guest Rooms Block Details
Guest Rooms Bookings
Managing the grid view
Notes
Tasks
Appointments
Communication History
Logging guest rooms activity or external email
Generating a document for guest rooms
Sending guest rooms email
Attachments
Assign Forecast Occupancy Types
Booking a Guest Rooms Only Event
Guest rooms block details
Moving a Guest Room Booking
Moving All Guest Room Bookings
Copying counts and/or rates in guest rooms bookings
Adding guest rooms bookings
Generating documents in a batch
List views
Function List
Managing list view layout for a function
Master Event List
Changing status of event
Manage event guest list booking
Event List
Guest Rooms Block List
Manage Important Dates
Adding an important date to the Guest Room Control calendar
Appointments
Booking an appointment
Appointment Details
Appointment Details
Related To Details
Modifying an appointment
Deleting an appointment
Appointment list view
Reservations
Booking a new reservation
Adding a New Contact
Reservation
Reservation Details
Requests
Party Mix
Asset Details
Service Items
Payment Details
Financial Details
Service Details
Primary Contact Details
Contacts
Managing the grid view
Related Reservations
Personnel
Tasks
Appointments
Communication History
Logging a reservation activity or external email
Generating a document for a reservation
Sending a reservation email
Attachments
Reservation List
Cancelling related reservation(s)
Reservations Wait List
Floor Management Pulse Statistics
Floor Management Server Ledger
Generating documents in a batch for reservation(s)
Reservations Timeline
Editing a Reservation
Copying a Reservation
Copying a reservation to multiple dates
Moving a Reservation
Cancelling a Reservation
Reactivating a Reservation
Floor Plan
Wait List
Adding a guest to wait list
Guest List
Preparing for service
Adding a section
Assigning a server when preparing for a service
Managing the grid view
Managing the grid view
Booking an event guest list reservation
Reports
Creating a report
Modifying a report
Report Charts
Adding a chart to a report
Modifying a chart
View Scheduled Report Jobs
Scheduling a report job
Report Job Results
Dashboards
Adding a dashboard
Adding a chart to the dashboard
Member Leads
Creating or modifying a member lead
Member Lead
Lead Details
Member Service Items
Contacts
Managing the grid view
Notes
Tasks
Appointments
Communication History
Generating a document for a member lead
Logging a member lead activity or external email
Sending a member lead email
Attachments
Converting a member lead to an active membership
Converting a member lead to a pending membership
Memberships
Creating a membership
Memberships details
Membership Details
Member Service Items
Contacts
Managing the grid view
Notes
Tasks
Appointments
Communication History
Logging memberships activity or external email
Generating a document for a membership
Sending a membership email
Attachments
Settings
Enterprise
Enterprise Hierarchy
Manage Business Units
Creating a business unit
Manage Locations
Adding or modifying location details
Rearrange the order of locations
Location dependency
Adding or modifying dependent location(s) to a location
Manage Sites
Creating a site
Manage To Be Announced Location
Enabling a placeholder location
Manage Regions
Creating a region
Manage Divisions
Creating a division
Modifying the details of the enterprise
Off-Premise Venues
Manage Off-Premise Venues
Adding or modifying an off-premise venue
Visibility Groups
Manage Site Visibility Groups
Adding a site visibility group
Enterprise Field Options
Manage Site Types
Adding or modifying a site type
Manage Location Types
Adding or modifying a location type
Location Groups
Adding or modifying details of a location group
Custom Fields & Page Layout
Manage Site Custom Fields
Adding or modifying a site custom field
Manage Site Page Layout
Customizing site page layout
Foreign Language & Currency
Manage Supported Currencies
Adding a new currency
Modifying a supported currency
Manage Supported Languages
Selecting the supported languages
Manage Locales
Adding a Locale
Manage Exchange Rates
Adding an exchange rate for a currency
Translate System Options
Imports
Import Location Records
Importing location records
Import Off-Premise Venues
Importing off-premise venues
Import Site Records
Importing site records
Infor Licensing, Access & Administration
Integration of Sertifi with SCS
Modifying configuration of a site
Modifying configuration details of an enterprise
Activity, Tasks, and Appointments
Activity and Task Field Options
Activity/Task Category Types
Adding or modifying an activity category type
Activity/Task Categories
Adding or modifying an activity category
Activity/Task Results
Adding or modifying an activity result
Task Priorities
Adding or modifying a task priority
Activity Settings
Associate Activity Category / Activity Category Type
Associating an activity category with an activity category type
Require Activity Category
Mandating an activity category
Activity Quotas
Quotas - By Site / Activity Category Type
Adding or modifying quota count details of activity category type
Custom Fields & Page Layout
Manage Task Custom Fields
Adding a task custom field
Manage Task Page Layout
Customizing a task page layout
Imports
Import Field Options
Importing field options
Import Communication History (Activity) Records
Importing communication history (activity) record
Import Task Records
Importing task records
Accounts
Account Field Options
Agency Reference Code
Adding or modifying an agency reference code
Account Types
Adding or modifying an account type
Tax Status
Adding or modifying a tax status
Custom Fields & Page Layout
Manage Account Custom Fields
Adding or modifying an account custom field
Manage Account Page Layout
Customizing account page layout
Manage New Account Dialog Layout
Customizing new account dialog layout
Imports
Import Account Records
Importing account records
Contacts
Contact Field Options
Contact Preferences
Adding or modifying a contact preference
Contact Roles
Adding or modifying a contact role
Contact Types
Adding or modifying a contact type
Salutations
Adding or modifying a salutation
Contact Settings
Contact Data Retention Policy
Setting contact data retention period
Self-Service Portals
Manage Self-Service Portal Manage Account Page
Customizing self-service portal manage account page
Manage Self-Service Portal New Account Page
Customizing self-service portal new account page
Custom Fields & Page Layout
Manage Contact Page Layout
Customizing contact page layout
Manage Contact Custom Fields
Adding or modifying a contact custom field
Manage New Contact Dialog Layout
Customizing new contact dialog layout
Imports
Import Contact Records
Importing contact records
Import Field Options
Importing field options
Correspondence
Quick print
Manage Quick Print
Setting up quick print reports
Setting up a quick print document
Using quick print to generate reports
Using quick print to generate documents
Using quick print to generate documents
Template Management
Document Center
Adding a folder for document center
Modifying a folder for document center
Deleting a folder for document center
Adding a document
Adding an Image
Editing a document
Deleting a document
Resizing an image
Email Templates
Adding a folder for email template
Modifying a folder for email template
Deleting a folder for email template
Creating an email template
Copying an Email Template
Editing an Email Template
Adding Images or Logos to Email Templates
Inserting Links in Email Templates
Deleting an email template
Document Template
Adding a document template
Adding a folder for document template
Modifying a folder for document template
Deleting a folder for document template
Modifying a document template
Adding logos to document template
Testing the edited document template
Deleting a document template
Creating a Document Template for Volume Contracts
Template Field Reference Pages
Event Leads
Event Lead Field Options
Event Lead Types
Adding or modifying an event lead type
Event Lead Status
Adding or modifying the name of an event lead status
Event Lead Salesperson Defaults
Setting a salesperson as default for event leads
Event Lead Lifecycle
Manage Event Lead Lifecycle
Adding or modifying an event lead lifecycle model
Manage Task Defaults
Adding or modifying an event lead task default
Self-Service Portal
Manage Event Lead Self-Service Portal Site Activation
Managing event lead SSP site activation
Manage Event Lead Self-Service Portal Page Layout
Customizing event lead self-service portal page layout
Guest Portal Plugin
Manage Event Lead Guest Portal Site Activation
Configuring the default salesperson
Adding or editing a guest portal event lead email template
Activating Guest Portal
Tracking Event Leads Generated from the Guest Portal
Manage Event Lead Guest Portal Page Layout
Customizing event lead guest portal page layout
Custom Fields & Page Layout
Manage Event Lead Custom Fields
Adding or modifying an event lead custom field
Manage Event Lead Function Custom Fields
Adding or modifying an event lead function custom field
Manage Event Lead Page Layout
Customizing event lead page layout
Manage Event Lead Function Page Layout
Customizing event lead function page layout
Associate Lead/Event Custom Fields
Associating a lead custom field with an event custom field
Associate Lead/Function Custom Fields
Associating a lead custom field with a function custom field
Associate Lead/Guest Rooms Block Custom Fields
Associating a lead custom field with a guest rooms block custom field
Imports
Import Event Lead Records
Importing event lead records
Import Field Options
Importing field options
Events
Event Field Options
Master Event Types
Adding or modifying a master event type
Event Categories
Adding or modifying an event category
Event Types
Adding or modifying an event type
Adding or modifying an event sub type
Function Types / Check Averages
Adding or modifying a function type
Updating attendance automatically for function
Function Sub Types
Adding or modifying a function sub type
Cancelled Reasons
Adding or modifying a cancellation reason
Adding or modifying a sub option of a cancelled reason
Event Graphical Indicator
Configuring event graphical indicator
Market Types
Adding or modifying a market type
Adding or modifying a sub option of a market type
Meal Periods
Adding or modifying a meal period
Payment Arrangements
Adding or modifying a payment arrangement
Payment Types
Adding or modifying a payment type
Setup Styles
Tax Status
Adding or modifying a tax status
Payment Methods
Adding or modifying a payment method
Event Lifecycle
Manage Event Lifecycle Status Name
Managing alternate labels of an event lifecycle stage
Manage Event Lifecycle
Adding or modifying an event lifecycle
Adding or modifying an event lifecycle
Modifying a stage of an event lifecycle
Manage Task Defaults
Adding or modifying a task default
Manage Lifecycle Event Calendar Colors
Setting color codes for event lifecycle stages
Event Disabled Dates
Manage Event Package Disabled Dates
Adding or modifying disabled date range of event package booking
Manage Online Ordering Disabled Dates
Adding or modifying an online ordering disabled date
Adding or modifying disabled date range of event booking
Master Profile
Manage Master Profiles
Adding or modifying a master profile
Packages
Event Package Types
Adding or modifying an event package type
Manage Online Ordering Packages
Adding an online ordering package
Adding a function to an online ordering package
Modifying the details of a function added to an online ordering package
Adding a menu to an online ordering package function
Manage Online Ordering Profiles
Creating an online ordering profile
Manage Event Packages
Adding an event package
Adding a function to an event package
Adding a menu to an event package function
Manage Event Packages
Online Ordering Package Types
Adding or modifying the type of an online ordering package
Manage Package Availability Windows
Adding or modifying a package availability window
Timelines
Manage Timeline Types
Managing timeline types
Modifying timeline types
Deleting timeline types
Manage Timeline Items
Creating timeline items
Modifying timeline items
Deleting timeline items
Self-Service Portals
Manage Event Self-Service Portal Site Activation
Activating the event self-service portal site
Manage Online Booking Self-Service Portal Site Activation
Activating the online booking self-service portal site
Online Ordering Self-Service Portal (OOSSP)
Manage Online Ordering Self-Service Portal Site Activation
Activating online ordering self-service portal site
Manage Online Ordering Self-Service Portal Service Details Layout
Customizing online ordering self-service portal service details layout
Guest Portal Plugin
Manage Event Package Guest Portal Site Activation
Activating or deactivating the event package guest portal website
Manage Event Package Guest Portal Page Layout
Customizing event package guest portal page layout
Custom Fields & Page Layout
Associate Lead/Event Custom Fields
Associating an event lead custom field with an event custom field
Associate Lead/Function Custom Fields
Associating an event lead custom field with a function custom field
Manage Master Event Custom Fields
Adding or modifying a master event custom field
Manage Event Custom Fields
Adding or modifying an event custom field
Modifying standard event custom field details
Manage Function Custom Fields
Adding or modifying a function custom field
Manage Quick Entry Toolbar
Customizing Quick Entry toolbar
Manage Master Event Page Layout
Customizing master event page layout
Manage Event Page Layout
Customizing event page layout
Manage Function Page Layout
Customizing function page layout
Imports
Import Event Updates
Importing event updates
Import Event and Function Records
Importing event and function records
Import Function Financial Snapshots
Importing function financial snapshots
Import Event Packages
Importing event packages
Import Event Package Functions
Importing event package functions
Import Event Personnel
Importing event personnel
Import Event Types
Importing event types
Import Function Types
Importing function types
Import Master Profile Records
Importing master profile records
Import Field Options
Importing field options
Gateway
Managing Function Gateway Get Requests
Manage Event Gateway Default Salesperson
Managing the details of a default salesperson
Manage Event Update Gateway Put Requests
Manage Event and Function Gateway Put Requests
Event Financials
Revenue Centers
Manage Revenue Centers Categories
Adding or modifying a revenue center category
Manage Revenue Centers
Adding or modifying a new revenue center
Service Fees
Manage Service Fee Names
Adding or modifying service fee names
Manage Service Fee Rates
Adding or modifying service fee rate
Service Fee Rate Options
Taxes
Manage Tax Names
Adding or modifying tax names
Manage Tax Rates
Adding or modifying tax rates
Applied Rates
Manage Applied Rates
Adding or modifying the applied rates
Manage Default Applied Rates for Revenue Centers
Modifying the default applied rates for a revenue center
Room Rental
Setting the room rental financial details
Room Rental Rate Types
Adding a type of room rental rate
Use System Room Rental Defaults
Configuring default charges for room rental
Room Rental Financial Settings
Configuring the room rental rate
Manage the default room rental amount
Modifying the room rental amount
Room Rental Amounts by Date
Specifying the room rental amount by date
View room rental amounts by month
Fiscal Years / Budgets / Quotas
Budgets - By Site
Adding or modifying budget details of a site
Budgets - By Site / Event Type
Adding or modifying budget details of an event type
Budgets - By Site / Market Type
Adding or modifying budget details of a market type
Budgets - By Site / Revenue Center Category
Adding or modifying budget details of a revenue center category
Quotas - By Site
Adding or modifying quota details of a salesperson by site
Quotas - By Site / Event Type
Adding or modifying quota details of an event type
Quotas - By Site / Market Type
Adding or modifying quota details of a market type
Quotas - By Site / Revenue Center Category
Adding or modifying quota details of a revenue center category
Financial Close Deadline
Schedule Financial Close Time
Scheduling time to close the financial process
Manage Financial Close Deadlines
Modifying the deadline scheduled to close the financial year
Event Credit Card Payments
Manage Credit Card Guarantee and Payment Settings
Configuring credit card processes for a payment option of an event
Event Services
Event Services
Manage Service Item Categories
Adding or modifying a service item category
Adding or modifying a sub option to a service item category
Manage Service Item Category II
Adding or modifying a service item category II
Manage service item dietary restrictions
Adding or modifying dietary restriction in a service item
Adding or modifying a service item
Adding a service type
Service Menu Details
Service type section
Service Menu
Service Menu Details
Service type section
Manage Service Menu
Adding or modifying a service menu
Modifying a service type / item
Manage Service Menu Categories
Adding or modifying a service menu category
Ingredients
Manage Ingredient Categories
Adding or modifying a category for the ingredient
Manage Ingredients
Adding or modifying an ingredient
Imports
Import Service Item Records
Importing service item records
Import Service Item Costs
Importing service item costs
Import Related Service Item Records
Importing related service item records
Import Service Menu Records
Importing service menu records
Import ingredient details
Importing Ingredients
Import Service Item Ingredients
Importing service item ingredients
Import Field Options
Importing field options
Event Room Diagramming
Predefined Objects
Manage Function Objects
Adding a function object
Manage Location Objects
Adding a location object
Location Diagrams
Manage Location Diagrams
Adding or modifying a location diagram
Function Diagrams
Adding or modifying a setup style
Managing diagram settings of a setup style
Event Guest Lists
Guest Types
Manage Guest Types
Adding or modifying a guest type
Guest List Booking Field Options
Cancellation Reasons
Adding or modifying a cancellation reason
Self-Service Portal
Manage Guest List Self-Service Portal Page Layout
Customizing guest list self-service portal page layout
Manage Guest List Self-Service Portal Site Activation
Activating the guest list SSP site
Guest Portal Plugin
Manage Guest List Guest Portal Page Layout
Customizing guest list guest portal page layout
Manage Guest List Guest Portal Site Activation
Activating the guest list guest portal site
Custom Fields & Page Layout
Manage Guest List Booking Custom Fields
Adding a guest list booking custom field
Manage Guest List Booking Page Layout
Customizing the guest list booking page layout
Imports
Import Field Options
Importing field options
Guest List Credit Card Payments
Manage Credit Card Guarantee and Payment Settings
Configuring the credit card processes for event guest list booking
Guest Rooms Control
Guest Rooms Control Field Options
Billing Method
Adding or modifying a billing method
Hold Types
Adding a hold type
Rate Plans
Adding a rate plan
Reservation Method
Adding or modifying a reservation method
Guest Room Type Categories
Adding or modifying a guest room type category
Guest Room Types
Adding or modifying a guest room type
Reordering guest room types
Settlement Types
Adding or modifying a settlement type
Guest Rooms Control Settings
Guest Rooms Revenue included in Event Pace Reports
Including guest rooms revenue in event pace reports
Modifying the guest rooms control settings for a site
Guest Rooms Control Inventory
Multi edit guest rooms inventory
Guest Rooms Control Rates
Setting multiple rates for guest room types
Guest Rooms Control Rates by Month
Adding or modifying occupancy rates by month
Adding rates for guest room types
Guest Rooms Control Budgets / Quotas
Budget Counts – By Site
Adding or modifying the budget count of a site
Budget Counts – By Site / Event Type
Adding or modifying the budget count of an event type
Budget Counts – By Site / Market Type
Adding or modifying the budget count of a market type
Budget Revenue – By Site
Adding or modifying the budget revenue of a site
Budget Revenue – By Site / Event Type
Adding or modifying the budget revenue of an event type
Budget Revenue – By Site / Market Type
Adding or modifying the budget revenue of a market type
Budget Average Rates - By Site
Adding or modifying the budget average rate of a site
Budget Average Rates – By Site/Event Type
Adding or modifying the budget average rate of an event type
Budget Average Rates – By Site/Market Type
Adding or modifying the budget average rate of a market type
Quota Counts – By Site
Adding or modifying the quota counts of a salesperson by site
Quota Counts – By Site/Event Type
Adding or modifying quota counts of a salesperson by event type
Quota Counts – By Site/Market Type
Adding or modifying quota counts of a salesperson by a salesperson by market type
Quota Revenue - By Site
Adding or modifying quota revenue details of a salesperson by site
Quota Revenue - By Site / Event Type
Adding or modifying quota revenue details of a salesperson by event type
Quota Revenue - By Site/Market Type
Adding or modifying quota revenue details of a salesperson by market type
Quota Average Rates - By Site
Adding or modifying quota average rates details of a salesperson by site
Quota Average Rates - By Site/Event Type
Adding or modifying quota average rates details of a salesperson by event type
Volume Contract Lifecycle
Volume Contracts
Volume Contract Type
Creating a volume contract type
Volume Contract Group Policies
Creating a volume contract group policy
Volume Contract Lifecycle
Manage Contract Lifecycle
Volume Contract Lifecycle Models
Creating a volume contract lifecycle model
Volume Contract Lifecycle Details
Modifying the lifecycle stage
Modifying Contract Fields
Manage Task Defaults
Volume Contract Task Defaults
Creating a volume contract default task
Local negotiated rate plan
Volume Contract Pickups
Security/Access
Modifying the OVG record
Custom Fields & Page Layout
Manage Guest Rooms Block Custom Fields
Adding a guest rooms block custom field
Associate Lead/Guest Rooms Block Custom Fields
Associating a lead custom field with a guest rooms block custom field
Customizing guest rooms block page layout
Manage Volume Contract Custom Fields
Adding a volume contract custom field
Managing the volume contract page layout
Customizing volume contract page layout
Managing the volume contract page layout
Customizing volume contract page layout
Imports
Import Guest Rooms Blocks
Importing guest rooms blocks
Import Field Options
Importing field options
Interfaces
Manage Interface Settings
Managing the account profile sync settings
Cvent Interface
Managing Cvent interface
Manage HMS Interface
Managing HMS Interface
Volume Contract Processing
Single Guest Itinerary Interface
SCS and HMS integration
SGI
Managing HMS transaction code mappings
Adding a webhook
Generating a secret key for webhooks
Manage D&B Hoovers Interface
Managing D&B Hoovers Interface
Manage HAPI PMS Interface
Managing HAPI PMS Interface
Manage MSI Cloud Services Interface
Managing MSI Cloud Services Interface
Initialize Interface Data
Initializing account profile synchronization
Initializing PMS Interface
Marketing
Marketing Field Options
Referral Types
Managing Sub Options
Adding or Modifying a referral type
Imports
Import Field Options
Importing field options
Member Leads
Member Lead Field Options
Member Lead Types
Adding or modifying a member lead type
Member Lead Status
Adding or modifying a member lead status
Custom Fields & Page Layout
Manage Lead Custom Fields
Adding a member lead custom field
Associate Lead/Membership Custom Fields
Associating a member lead custom field with a membership custom field
Manage Lead Page Layout
Customizing member lead page layout
Imports
Import Member Lead Records
Importing member lead records
Import Field Options
Importing field options
Memberships
Membership Field Options
Manage Clubs
Adding or modifying a club
Adding or modifying a membership type
Manage Member Service Items
Adding or modifying a member service item
Custom Fields & Page Layout
Manage Membership Page Layout
Customizing membership page layout
Associate Lead/Membership Custom Fields
Associating a member lead custom field with a membership custom field
Manage Membership Custom Field
Adding or modifying a membership custom field
Imports
Import Membership Records
Importing membership records
Personnel
Event Personnel
Event Personnel Roles
Adding or modifying an event personnel role
Manage Event Personnel
Assigning or modifying a user to an event personnel role
Reservation Personnel
Reservation Personnel Roles
Adding or modifying a reservation personnel role
Manage Reservation Personnel
Assigning or modifying a user to a reservation personnel role
Reservations
Reservation Field Options
Cancellation Reasons
Adding or modifying a cancellation reason
Graphical Indicator
Specifying booking details with graphical indicator
Reservation Types
Adding or modifying a reservation type
Service Details
Adding or modifying a service detail
Service Options
Adding or modifying a service option
Special Occasions
Adding or modifying a special occasion
Reservation Availability Settings
Availability Window
Specifying time for availability window
Closed Messages
Specifying a closed message
Maximum Days In Advance
Specifying maximum number of days in advance for booking reservations
Maximum Party Size
Specifying maximum party size
Require Contact
Mandating the inclusion of a contact to a reservation
Service Time Increment
Incrementing service time
Unused Capacity Limit (by Party Size)
Setting a limit for unused assets of party size
Unused Capacity Limit (by Activity Type)
Setting a limit for unused assets of activity types
Reservation Booking Options
Activity Types
Modifying an activity type
Asset Attributes/Requests
Adding an asset attribute or request
Asset Detail Types
Adding an asset detail type
Default Party Size
Setting a default party size
Default Reservation Name
Setting a default format for reservation name
Party Mix Types
Adding or modifying a party mix type
Service Items
Adding or modifying a reservation service item
Reservation Assets
Manage Floor Plans
Adding a floor plan diagram
Adding a floor plan
Modifying a floor plan
Adding a reference image to a floor plan
Adding a diagram or changing the diagram of a floor plan
Manage Assets
Adding or modifying a reservation asset
Manage Combined Assets
Creating a combined asset
Reservation Configuration
Initialize Service Periods
Initializing service periods
Manage Pace Limits
Adding or modifying a pace limit group
Manage Turn Rates
Adding or modifying a turn rate group
Manage Availability Matrices
Adding or modifying an availability matrix
Manage Wait Station Template
Adding a wait station template
Adding or modifying a section to wait station template
Manage Reservation Prices
Adding or modifying a reservation price group
Manage Service Item Prices
Adding or modifying a service item price group
Apply Configuration Changes
Applying configuration changes
Manage Service Periods
Adding or modifying a service period
Self-Service Portal
Reservation SSP
Activating the reservation SSP site
Manage Reservation Self-Service Portal Page Layout
Customizing reservation self-service portal page layout
Guest Portal Plugin
Manage Reservation Guest Portal Site Activation
Activating the reservation guest portal site
Manage Reservation Guest Portal Page Layout
Customizing reservation guest portal page layout
Custom Fields & Page Layout
Manage Reservation Custom Fields
Adding or modifying a reservation custom field
Manage Reservation Page Layout
Customizing reservation page layout
Manage Reservation Primary Contact Layout
Customizing reservation primary contact layout
Manage Guest List and Booking Page layout
Managing the guest list and booking page layout
Imports
Import Reservation Records
Importing reservation records
Import Asset Records
Importing asset records
Import Combined Asset Records
Importing combined asset records
Import Reservation Price Records
Importing reservation price records
Import Reservation Personnel Records
Importing reservation personnel records
Import Service Item Records
Importing service item records
Import Service Item Price Records
Importing service item price records
Import Field Options
Importing field options
Reservation Financials
Reservation Payment Options
Payment Methods
Adding or modifying a payment method
Payment Types
Adding or modifying a payment type
Manage Credit Card Guarantee and Payment Settings
Configuring the credit card processes
Reservation Floor Management
Floor Management Settings
Assign Server On Seat
Assigning a server for a seat
Assigned Asset Label
Assigning a label to pre-assigned and paged tables
Auto Print
Enabling automatic printing
Configure Mini Guest List
Selecting a configurable column on the mini guest list
Custom Reservation Information Chit
Customizing reservation information chit
Recommended Seating
Setting criteria for recommended seating
Show Seats
Viewing seats of assets
SMS Messages
Specifying a message
Manage Floor Management Printers
Adding a floor management printer
Manage Floor Management Settings
Customizing the floor management settings
Users
My Settings
Modifying an account
360 Conversation Tracking
Email Accounts
Setting up email accounts (existing email account)
Adding an email account
Composing an email
Activating automatic reply to an incoming message
Modifying user preferences
Copying preferences
Changing password
Exporting events and functions to Google Calendar
Manage Mass Email Settings
Managing Mass Email
Manage Social Tables Interface
Managing Social Tables Interface
Notification Center
Managing notifications
Viewing notifications
Change My Passcode
Modifying the current user passcode
Change My Password
Modifying the current user password
Manage Google Calendar Settings
Exporting events to Google Calendar
User Settings
Manage Roles and Rights
Assigning or Modifying authorization to a role
Manage Role
Assigning authorization rights to a role
Manage Ownership Visibility Groups
Authorizing or modifying access to user groups
Manage User Hierarchy Authorization
Adding or modifying hierarchical authorization to a user
Manage Revenue Center Restrictions
Adding or Modifying Restrictions to Revenue Center
Manage Gateway Agents
Adding or modifying a gateway agent
Activating a gateway agent
Resetting a gateway agent password
Adding a New User
Editing a user
Deactivating a user
Distribution Lists
Manage Distribution Lists
Adding or modifying distribution lists
Adding user(s) to a distribution list
Imports
Import User Records
Importing user records
Workflow
Workflow Rules
Adding or modifying a workflow rule
Adding or modifying a workflow action
Infor Sales and Catering Gateway
Gateway Configuration
Creating new gateway requests
Editing a gateway request
Managing Gateway Agents
Editing gateway agents
Gateway Client
Installing Postman
Health Sanity Check
Webhooks Overview
Webhooks: Get Notified for a Change
Securing Webhooks
Manage Webhooks
Secret Key
Adding Webhook actions
Get Requests: Get Data from the Gateway
Environment
Formats
Hierarchical Format example
Errors
Site Unique Id
GET Request Parameters
GET Response
Put Requests: Put Data Through the Gateway
Environments
POST Request Parameters
POST Response
POST Request HTTP Header
POST Request Data
Troubleshooting
Access Gateway Request Log Report
Rate Limits
Insert quality of service
Infrastructure
Health Metrics
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