Retain all information when creating a duplicate (versioning) of an Itinerary
under review
Amanda Bridges-Beyond the Blue
We create versions of a traveller itinerary to enable us to keep the original quote information so we have a record of all previous quote details as changes occur.
What we have found is that when you duplicate an itinerary, the information, traveller details, booking references, contributors, tags and notes are not retained.
We would like to be able to create duplicates of the itinerary with all of the information retained.
Sometimes we duplicate itineraries for the purpose of creating an itinerary for a new customer. In this case the duplicate itinerary features is working as expected and we want this to continue.
Jason Bragg
Merged in a post:
Carry over client names and notes when duplicating an itinerary
S
Shannon Oliver-Upcloseandlocal
When a major itinerary revision is required we duplicate so that we can keep the original for reference. The client information should also be duplicated, or the option to keep it or clear it - at the moment it is cleared when an itinerary is duplicated.
Jason Bragg
Hi Shannon Oliver-Upcloseandlocal To ensure you don't need to send new share settings to your customers (travellers find it less confusing if they dont need to keep track of different links), we recommend when you create a revision itinerary, the new itinerary becomes the reference and the original itinerary is the one you change/update.
We do have plans to enhance the Duplicate feature so you can duplicate with a range of different outcomes. I will merge this post into that request.
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Elan Norway
It's already requested here :
Tourwriter Support
under review
BTB - have included additional information also to retain agent information.