Add a Sold by field to track sales by User
planned
Z
Zucchini green Vole
The itinerary owner can change depending on different stages of the itinerary. We need a Salesperson field so the original sales user can be reported on whilst another user becomes the Itinerary owner.
The other problem related to this is the "courtesy reconfirmation" are used by our Customer Service team, which is responsible for reconfirmations and the preparation of our clients' roadbooks. When a courtesy reconfirmation email is sent, the Travel Designer (the original salesperson) assigned to the booking also receives the supplier's reconfirmation reply.
For example, for booking, Jane Doe is the Travel Designer who created the file. Her counterpart within our Customer Service team, John Doe, recently sent a courtesy reconfirmation to Supplier A. When the supplier replied to reconfirm the booking, Jane Doe also received a copy of the email.
This unnecessarily clutters the Travel Designer's mailbox, as there is no real need for them to receive these messages once the booking has been confirmed and the Customer Service team has taken over.
Would it be possible to review this functionality and ensure that the Travel Designer who created the booking no longer receives copies of reconfirmation emails related to courtesy reconfirmations?

Jason Bragg
updated the status to
planned

Jason Bragg
updated the status to
under review
B
Blizzard blue Squirrel
We change the Itinerary Owner to whomever is actively working on the file. The salesperson becomes a contributor. We can pull the report of contributors from Zoho so we can report on which people worked on the file.
Z
Zucchini green Vole
The "courtesy reconfirmation" are used by our Customer Service team, which is responsible for reconfirmations and the preparation of our clients' roadbooks.
However, when a courtesy reconfirmation is sent, the Travel Designer assigned to the booking also receives the supplier's reconfirmation reply.
For example, for booking, Jane Doe is the Travel Designer who created the file. Her counterpart within our Customer Service team, John Doe, recently sent a courtesy reconfirmation to Supplier A. When the supplier replied to reconfirm the booking, Jane Doe also received a copy of the email.
This unnecessarily clutters the Travel Designer's mailbox, as there is no real need for them to receive these messages once the booking has been confirmed and the Customer Service team has taken over.
Would it be possible to review this functionality and ensure that the Travel Designer who created the booking no longer receives copies of reconfirmation emails related to courtesy reconfirmations?
S
Semantic Chameleon
why not using : contributors ?