Copying an existing travel agent/corporate client

This topic explains how to copy an existing travel agent/corporate client:

  1. Go to Setup – Business Environment - Travel Agent/Corporate Client Accounts.

  2. Enter the search parameters.

    3. Field

    Description

    Travel Agent/Corporate Client Name

    Enter the name or part of the name (first letters) of the travel agent/corporate client.

    Market

    Select the market associated with the travel agent/corporate client from the drop-down list.

    Telephone Number

    Enter the telephone number or part of the telephone number (first letters) belonging to the travel agent/corporate client.

    Association Number

    Enter the association number or part of the association number (first letters) belonging to the travel agent/corporate client.

  3. Click Find.

    Travel agent/corporate client accounts matching the search criteria are displayed in the results section.

  4. Click the Copy icon in the row of the travel agent/corporate client.

    A New Item page is displayed with the Company Information expander open.

    The name of the new travel agent/corporate client is as follows:

    [Name of original travel agent/corporate client] (copy) {1}.

    The name of the original travel agent/corporate client is followed by a duplication number.

  5. Edit the name of the travel agent/corporate client account.

  6. Edit the travel agent/corporate client account as required.

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