Difference between revisions of "Make notes"
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[[Category:How to]] | [[Category:How to]] | ||
| − | + | <div class="heading">Notes, information from external systems and Task Management</div> | |
| + | This page explains how to make notes, manage tasks and integrate external content | ||
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| + | =Notes= | ||
You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings. | You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings. | ||
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*Use the "Diary" function in the CALENDAR to make notes for specific days. [[:Category:Calendar#Diary_and_notes_Function|Click here for more information on how to use room notes]]. | *Use the "Diary" function in the CALENDAR to make notes for specific days. [[:Category:Calendar#Diary_and_notes_Function|Click here for more information on how to use room notes]]. | ||
*Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings|Click here for more information on how to manage bookings]]. | *Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings|Click here for more information on how to manage bookings]]. | ||
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| + | =External Content= | ||
| + | You can use the "Notes" module on the Dashboard to [[:Category:Dashboard#External_content|embed content from an external system]] in an iFrame. | ||
| + | |||
| + | =Task Management= | ||
| + | There are several options to manage tasks which are listed below. You might also find [[Cleaning_and_Housekeeping |this help page]] useful. | ||
| + | |||
| + | ==Auto Actions== | ||
| + | You can trigger automated Email to specific Email addresses when a booking meets certain conditions. The [[Auto_Actions|Auto Action help page]] provides more information and setup instructions. | ||
| + | |||
| + | ==Automated Reports== | ||
| + | Under REPORTS can set up custom reports and use the Routines function to automatically send reports to specific recipients. Go to (SETTINGS) > ACCOUNT > ROUTINES for setup. | ||
Latest revision as of 11:21, 15 March 2024
Notes, information from external systems and Task Management
This page explains how to make notes, manage tasks and integrate external content
1 Notes
You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.
- Add a "Notes" module form the "Communications menu to your DASHBOARD. Click here for more information on how to customise dashboards.
- Notes to a room can be added in the CALENDAR. Click here for more information on how to use room notes.
- Use the "Diary" function in the CALENDAR to make notes for specific days. Click here for more information on how to use room notes.
- Use the "Notes" in bookings to make notes for in a specific booking. Click here for more information on how to manage bookings.
2 External Content
You can use the "Notes" module on the Dashboard to embed content from an external system in an iFrame.
3 Task Management
There are several options to manage tasks which are listed below. You might also find this help page useful.
3.1 Auto Actions
You can trigger automated Email to specific Email addresses when a booking meets certain conditions. The Auto Action help page provides more information and setup instructions.
3.2 Automated Reports
Under REPORTS can set up custom reports and use the Routines function to automatically send reports to specific recipients. Go to (SETTINGS) > ACCOUNT > ROUTINES for setup.
