Customising File Names

Tags can be added to Itinerary and General reports to allow filename customisation of Excel, PDF and Word exports and PDF attachments when emailing directly from Tourwriter.

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Tasks Work Space

The Tasks Work Space is Tourwriter’s ‘To-do List’ for Itineraries. Join Roshni in the above video to learn about the Scheduled Tasks feature of Tourwriter. Learn how to add new tasks to an itinerary, create a list of default tasks, and report on any outstanding tasks.

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Services > Warnings Subtab

This is where specific Service and/or Supplier information can be entered as Warnings across a certain date range. The purpose of loading warnings is to alert the user that the Service or Supplier may not be an appropriate option.

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Supplier Rates Bulk Update

How to Bulk Update
Firstly, a User with Administrator Permissions must enable (tick) the Bulk service/rates update Permission in Tools > Setup > Account Types > Administrator > Permissions in selected Role.

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