Customer addressform for companies

Post here you suggestions and wished features for hoteldruid development.

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frank_did
Posts: 57
Joined: Tue Jul 26, 2011 10:02 pm

Customer addressform for companies

Post by frank_did »

I often has companies as customers. There are fields "company name" and "contact person" missing.

marco
Posts: 1298
Joined: Tue Jul 05, 2005 6:00 pm
Location: Roma, Italia

Re: Customer addressform for companies

Post by marco »

Hello,
now you can add these fields as custom fields for client data from "configure and customize".

Regards,
Marco
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frank_did
Posts: 57
Joined: Tue Jul 26, 2011 10:02 pm

Re: Customer addressform for companies

Post by frank_did »

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

marco
Posts: 1298
Joined: Tue Jul 05, 2005 6:00 pm
Location: Roma, Italia

Re: Customer addressform for companies

Post by marco »

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
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Niko18
Posts: 32
Joined: Wed Jun 11, 2014 8:15 am

Re: Customer addressform for companies

Post by Niko18 »

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

ddam
Posts: 28
Joined: Tue Dec 19, 2017 1:37 pm

Re: Customer addressform for companies

Post by ddam »

Niko18 wrote:
Fri Jan 01, 2021 1:29 am
I should register the company as a customer and the workers as guest
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) ?
Niko18 wrote:
Fri Jan 01, 2021 1:29 am
So in the next booking I could use their the guest name recorded.
in my experience, both guest and client names are recorded for the next stay.

Niko18
Posts: 32
Joined: Wed Jun 11, 2014 8:15 am

Re: Customer addressform for companies

Post by Niko18 »

Hi Ddam happy new year my friend,
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) ?
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 example

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.

So in the next booking I could use their the guest name recorded.
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.

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

ddam
Posts: 28
Joined: Tue Dec 19, 2017 1:37 pm

Re: Customer addressform for companies

Post by ddam »

A happy new year to you too!
Niko18 wrote:
Mon Jan 04, 2021 2:38 am

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.
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 this site): 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.

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