Join Trish to learn what’s new in the latest August 2019 Tourwriter release. The topics of interest include: Update to the Supplier Rates Copy feature Intro to the feature to Assign Users to the Task grid An overview of the Clients payments & refunds section And a brief overview on the newly available reports.
This section populates the Tasks “Name field” on the Itinerary Tab for Itineraries. Additional Default Tasks can be created (in accordance with the internal procedure policy).
The Comments field is a passive communication field, i.e.between employees, and can be used to record a brief overview of the client and their travel plans (i.e. honeymoon, active outdoors, into food and wine etc).
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.
