Creating a Communication Record - B2B/B2C

This topic explains how to create communication records in travel files in B2B and B2C websites.

  1. Access the travel file to which you want to add a new communication record.

  2. In the Communication section, click New.

    A New Communication Record dialog box appears.

    The Type field contains Task.

  3. In the Subject field, enter the subject of the communication. This is a mandatory field.

  4. Below the Subject field, enter the communication text..

  5. If required, click Add Attachment to upload a file to the communication record.

    Attachments can be up to 1 MB

    Supported file types: PDF, PNG, JPG, GIF

    To upload an attachment, the travel agent/corporate client needs the permit Allow travel agent to add attachments to a new communication record.

    No activation is required for B2C customers.

  6. To save the communication record, click Save.

    The communication record appears as a pop-up, for 10 seconds, on the screen of the the user that is assigned to this travel file .

    To indicate that there is a new communication, a New Communication icon appears next to the name of the user.

    Clicking on this new icon, opens the dashboard where all communication records are displayed.

    The notification and the pop-up require a predefined configuration. For more information contact your project manager.

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