Update to Private notes so they are also on the Build tab
in progress
B
Blush Bass
I highlight the inefficiencies in our current process, emphasizing the need for a streamlined system to manage bookings and notes timely.
Additionally, I discuss a recent booking where we forgot to update the exchange rate, resulting in a loss. I explain the impact on margins and the importance of accurate calculation (added notes into other Canny posts for this JB)
- Increase size of private notes fields dynamically
- The private notes field should be in Edit item dialog on Build tab amd link to the Private notes on the Bookings tab
Jason Bragg
Merged in a post:
Internal and product notes within the build add item page
B
Burgundy Salamander
Sometimes we have specific notes about a product when we are building an itinerary and realistically we are not going to put them in the main notes field as it is so messy – too hard to get lost.
Ideally there would be a Notes box on the left hand side of the Add Item Screen and we could put in that thelight was quoted on the fair type etc.
We may not necessarily note that to the client as the fares change and if someone needs to requote for any reason they are more likely to look on the build page to see what has been previously quoted.
Another example would something like an acommodation lodge – we have different inclusions for 3 vs 4 night stays BUT as we remove the words in brackets from the clients version – if anyone else goes into the booking they cannot see which option we have based it on.
If we removed the notes in brackets and popped it into a notes box on the build page – this would make it easier for someone else to know what it is based on.
I know we can put notes on the Bookings tab or in set up – but in all reality I would never refer to it – sorry just too much jumping around.
Jason Bragg
Merged in a post:
Ability to add notes at booking level
S
Sudden Sailfish
It would be useful if we could add notes at the booking level for any service - i.e reason for reduced margin - maybe accessed by clicking on the three dots in pricing
Jason Bragg
Merged in a post:
Internal Notes per Product
A
Amber Stoat
internal Notes per Product: A section with internal notes for the team, for each product, that is NOT visible to the client. E.g. how to use it, who it concerns, how to adjust pricing, and other operational details
Jason Bragg
in progress
Jason Bragg
planned
Jason Bragg
under review
R
Reasonable Mole
Great suggestion for the notes.
N
Nectar Peafowl
Would love the private notes feature to work this way also, that makes a lot of sense, we currently add these type of notes in the set up page but it's not ideal
B
Blizzard blue Squirrel
agreed- it will be helpful to have a notes area on the Pricing Tab instead of flipping back & forth between Pricing Tab to Booking tab then 3 dots- edit booking, private notes...time consuming to go back and forth.
B
Blizzard blue Squirrel
would love the private notes to be in the Build and for these notes to pull into a Zoho Report too!!!!
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