Customer addressform for companies
Moderator: marco
Customer addressform for companies
I often has companies as customers. There are fields "company name" and "contact person" missing.
Re: Customer addressform for companies
Hello,
now you can add these fields as custom fields for client data from "configure and customize".
Regards,
Marco
now you can add these fields as custom fields for client data from "configure and customize".
Regards,
Marco
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Re: Customer addressform for companies
Hello Marco,
this thread was out of view for a while until I reviewed all my old posts.
I tried the feature and added a field Company. It is displayed on the add-clients-page. But how can I access to this field in invoices and booking confirmations? I tried to add [Company] to my document but nothing happens.
Thanks for your help
Frank
this thread was out of view for a while until I reviewed all my old posts.
I tried the feature and added a field Company. It is displayed on the add-clients-page. But how can I access to this field in invoices and booking confirmations? I tried to add [Company] to my document but nothing happens.
Thanks for your help
Frank
Re: Customer addressform for companies
Hello Frank,
in the drop-down menu with variables (top-left of the box with document text) you should search and select the variable called "custom_field_company" and add it to the document. Tip: place the cursor in the document where you want the variable to be added before clicking the button "add".
Regards,
Marco
in the drop-down menu with variables (top-left of the box with document text) you should search and select the variable called "custom_field_company" and add it to the document. Tip: place the cursor in the document where you want the variable to be added before clicking the button "add".
Regards,
Marco
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Re: Customer addressform for companies
Please Marco add natural support for companies,
I also have troubles using HD for companies, when going to make the accounting, I should register the company as a customer and the workers as guest, Well I should make to have a reservation with 30 guess in one year. So in the next booking I could use their the guest name recorded.
We are 2020 now and HD haven't improve that much since 2014 the year when I started to use it.
Thanks
Niko
I also have troubles using HD for companies, when going to make the accounting, I should register the company as a customer and the workers as guest, Well I should make to have a reservation with 30 guess in one year. So in the next booking I could use their the guest name recorded.
We are 2020 now and HD haven't improve that much since 2014 the year when I started to use it.
Thanks
Niko
Re: Customer addressform for companies
Hi Niko,
not sure I'm helping here, but isn't that why we have "client" (the company/person who pays the bill) and "guest" (person who stays over) ?
in my experience, both guest and client names are recorded for the next stay.
Re: Customer addressform for companies
Hi Ddam happy new year my friend,
If Carlos makes a reservation #123, but Carlos comes with Maria.
so Main customer is Carlos and Maria is the guest.
If you search Carlos on Customers database it will be displayed, but Maria no. (to find Maria you should go to reservation #123 and click on her profile).
Now imagine next times Maria comes with Carlos again but this time Maria makes the reservation, Maria will be registered again as a new customer.
Example:
First booking from Piña Colada company comes Enzo & Enrico
Client: Piña Colada
guest: Enzo
guest: Enrico
guest: XX
guest: XY
guest: XYZ
in the second time that join them a new person called Jon, I should go to edit the first reservation and change guest name from XX to Jon and more info.
(because if I did it in another way, it would not have been possible to add Jon, as they would only be available to select Enrico and Enzo, since it does not allow you to add guests in a second reservation.)
So they will still recorded.
I couldn't add more guess in other way.
Hope I explained myself
Best Regards
Niko
I will try to explain my self better, I mean when I search "guest" on clientdata base they really have a profile but are not displayed on the customers search engine ,lets make an examplenot sure I'm helping here, but isn't that why we have "client" (the company/person who pays the bill) and "guest" (person who stays over) ?
If Carlos makes a reservation #123, but Carlos comes with Maria.
so Main customer is Carlos and Maria is the guest.
If you search Carlos on Customers database it will be displayed, but Maria no. (to find Maria you should go to reservation #123 and click on her profile).
Now imagine next times Maria comes with Carlos again but this time Maria makes the reservation, Maria will be registered again as a new customer.
In my case I worked with a companie that sent us different workers from time to time they were a lot and couldn't remember all their names, they come in different periods, and when I wanted to register they as subprofile "guest" from the company I couldn't -- the only way I could made it was creating a virtual room with capacity for more than 30 persons and I registered a fake reservation there, with 30 different random names that they were edited when the real customers come.So in the next booking I could use their the guest name recorded.
Example:
First booking from Piña Colada company comes Enzo & Enrico
Client: Piña Colada
guest: Enzo
guest: Enrico
guest: XX
guest: XY
guest: XYZ
in the second time that join them a new person called Jon, I should go to edit the first reservation and change guest name from XX to Jon and more info.
(because if I did it in another way, it would not have been possible to add Jon, as they would only be available to select Enrico and Enzo, since it does not allow you to add guests in a second reservation.)
So they will still recorded.
I couldn't add more guess in other way.
Hope I explained myself
Best Regards
Niko
Re: Customer addressform for companies
A happy new year to you too!
You can check for yourself in the demo (available on hoteldruid.com): I created reservation #69 for Carlos Panza, and then inserted Maria Panza as guest. Inserting a new reservation for Maria Panza will make HD propose her profile from previous reservation.
I checked again: in my case, Maria comes up as a suggestion ("There are already these clients with the same or similar surname and name:"), when introducing the second reservation.
You can check for yourself in the demo (available on hoteldruid.com): I created reservation #69 for Carlos Panza, and then inserted Maria Panza as guest. Inserting a new reservation for Maria Panza will make HD propose her profile from previous reservation.
Re: Customer addressform for companies
Also when a guest had fellow guests in a past reservation, you are offered to use those guests (clicking the arrow) in the new reservation if you use the existing client. In a future version (currently planned for 3.1.1) guests should be linked to the titular client even if the titular is not a guest himself, so for example inserting the company name as the surname will give the option to select all previous guests of that company when isnerting the reservation of modifying the guests.
Regards,
Marco
Regards,
Marco
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