Version 6.17.0
Replace a contact
Version 6.17.0
Posted on 10 Dec 2016
Do you have loads of duplicate contacts in your ResRequest system? Deleting contacts isn’t so simple once the contact has been used on a reservation so we’ve decided to give you additional functionality to replace a contact with another contact — this means all the relevant links (for reservations and financial folios) of the replaced contact will transfer to the remaining contact.
Find the contact that you would like to replace in the Contact module, then select the replace contact icon (top right) to find the contact you would like to replace it with — all the links from the initial contact will be transferred to this contact.
Some important things to note are that both from, removed contact, and to, remaining contact, must be of the same type (organisation / individual) and same set of roles (agent / guest / user). Property contacts may not be replaced —these are saved for each property on the business structure.
Clean up your contact lists with this great and easy-to-use new feature.
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