Follow

Collaboration Section

You have the ability to add COLLABORATION NOTES to several booking types: Air, Hotel, Concierge, Transportation, Tour/Activity, and Other/Notes.

Screen_Shot_2019-12-16_at_9.28.05_AM.png

This is a shared field between Axus users.

If someone is added as collaborator to a specific itinerary, they will see these notes.

 

You'll find this feature at the BOOKING LEVEL.

(Go to the bottom of the specific booking box.)

 

Screen_Shot_2019-12-21_at_12.35.20_AM.png

 

You'll also find this feature at the EDIT ITINERARY level.

Screen_Shot_2019-12-21_at_12.22.20_AM.png

 

This is a similar concept to the INTERNAL NOTES feature, however, when you use Internal Notes, only advisors/colleagues within your Axus organization can see your notes.

When you utilize COLLABORATION NOTES, any collaborator can see them, even if they are in a different organization.

Screen_Shot_2019-12-20_at_11.36.21_PM.png

 

After you add content inside the field, once you're In the BOOKING SECTION, you'll see a CLIPBOARD ICON. This shows that the booking has a Collaboration note. 

Screen_Shot_2019-12-20_at_11.37.29_PM.png

 

This field can be used as a conversation board. Axus users, vendors and advisors, can leave notes for each other.

 

Here are some examples of how you can use this field:

  • If you are a vendor, leave comments about the confirmation status of a specific service.
  • If you are a travel advisor, ask a vendor a question on a specific service. 
  • In the EDIT ITINERARY SECTION, go to Collaboration Notes and request changes you would like to see in the itinerary.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk