Each Project has a Project details page, where Project managers can quickly find details of the project they are looking for and keep track of their project. From here, Project managers can view:

  • Project name and number
  • Status of the project (pending, cancelled, confirmed, finished)
  • Project manager in charge of the project
  • Customer and contact person(s) 
  • Destination and start and end date of the project
  • and access Offer details
  • and access Form settings and bookings details
  • and update Internal, customer and supplier remarks


WHERE TO FIND PROJECT DETAILS

When you click to go into a project from Project search, you will be automatically directed to Project details. Another way to access Project details - when in a Project on another page - is to go to the Project tab and click details from here.

VIEW AND UPDATE PROJECT DETAILS

EDIT CUSTOMER 

Clicking on the assigned customer will take you directly to the customer's profile. In edit customer, you can update any details about the customer or add new customer contacts.

CUSTOMER CONTACT PERSON(S) DETAILS

Also view which customer contacts are main and emergency contact and who can answer and comment on offers.

OFFER DETAILS

View and access all offers
View all offers and click the offer name to go directly to Offer admin.

Access Customer web
Head straight to the customer web portal. This is where to go to answer an offer on behalf of a customer.

View crucial offer details
The following details can also be viewed: destination, offer status, if the offer has been published, option date (if set) and when the offer was last sent and viewed by the customer/recipient.

Set a main offer
If there is more than one offer, it is also possible to set or change which offer is the main offer from here, by simply clicking the dollar symbol ($) in the main offer's row. 

Preview offer
An offer preview can also be accessed from here by clicking the preview icon. (👁)

Resend latest offer confirmation

Click the tick symbol (✔) to resend the latest offer confirmation sent from customer web. 


FORM DEADLINES/BOOKING DETAILS

Bookings
View the total number of bookings and participants.
Click Booking list to view all bookings in the project.
View booking financials: Total sales, Total paid by CC, Total paid by invoice, Total unpaid.

Deadlines
View any deadlines (if enabled in Form settings) and access Form settings directly from here. 


REMARKS

View remarks about the project, any suppliers involved or remarks about the customer. It is also possible to enter and edit remarks from this page, for a quick and easy update. 


EASY ACCESS

Click on the icons towards the top right hand page, for quick access to Project Settings, Project Ledger, Project Files or to view or add Suppliers to your project.

🖨 If you need a print out of Project details, click the print icon for speedy printing!


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