Extended profiles of employees
Sometimes when working with corporate clients you have to specify additional data about employees, such as position, department, priority, direct supervisor, etc. Since the fields of this type are specific, the need in them may vary from company to company. Thus these fields can be created and configured
individually in the profile of a separate corporate client.
You can specify this information in the profile of an employee and copy it to the reservations for further management accounting. Besides, you can use it for setting the rules and terms of the corporate policy
and authorization procedures.
Custom fields
To configure custom fields for a corporate client,
In the list of corporate clients, click a corporate client of your choice.
In the client profile, go to the Settings tab and click Custom fields.
On the Custom fields tab, click Create. The New Custom Field window
appears:
In the new custom field window the configuration is realized through 3 steps:
Information.
Values.
Conditions.
On the Information tab, specify general information: Label: type the label for the custom field, e.g. trip reason, trip leader, etc.
Object: select either Reservation for custom fields that apply to
reservations (e.g. trip type) or Person for custom fields that apply to staff
management (e.g. trip leader. department, etc.)
Type: select whether the custom field is displayed as a drop-down or as a
text box.
Required: specify whether the custom field is to be filled mandatory or
optionally.
Settings: configure the custom field display while booking a service.
Comments: leave any additional comments on the custom field.