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Customer maintenance

This is where additional information about a customer can be entered: address details, personal details, contact data, rental data or history.

Correspondence

Correspondence makes it possible for the ski school to log the e-mail traffic, Elda insurance registrations and, where applicable, telephone traffic. In addition, it is possible to save notices to customers, voucher partners, accommodation or ski instructors. Journal entries, invoices and offers to a customer can be found via the Search menu. A correspondence entry must be available for this customer. If this entry is highlighted, the existing entries for this customer can be displayed via Se...

To-Do List

The To-Do list makes it possible for a user to create assignments for ski instructors. These are also displayed for the respective ski instructor in the online desk. It is possible to select from the Search menu whether only specific assignments or completed assignments should be displayed. This has consequences for the printing of the list. In the Extras menu there is the possibility of specifying which columns should be displayed.

Accommodation

This is where accommodation is created and edited. Data: Accommodation can be added, changed or deleted in the Data menu. Data can also be imported or exported here. Edit: The Edit menu makes it possible to search for doublets and corrections to doublets. Search: Quick search and Advanced search are located in the Search menu. Print: This is where lists of all the accommodation shown with contact partners, telephone numbers and addresses are printed out. Under this menu, labels and male merg...

Voucher partners

Data As well as already familiar functions, such as Add, Change and Delete, the Data menu also offers Export. The voucher partner's data can be exported as an Excel or CSV file. In addition, only the e-mail addresses can be exported. If it is also possible in the online shop for voucher partners to book courses for their guests, once the access data for the shop have been recorded for the voucher partners, the access data can be uploaded and Data – Export – Export online shop; otherwise the v...

General contacts

Data In the Data menu, as well as making changes in the contacts, data such as e-mail addresses can also be exported. Edit Doublets can be searched for and corrected in the Edit menu and a Status can be set for the marked person. Search As well as Quick search and Advanced search, there is also the possibility of using External search (F7) to perform a search of a pre-prepared script. Restrict or F10 displays only the selected ski instructors. Invert selection or F11 inverts the selectio...

Ski instructors

The ski instructor and employee personnel files, which contain all the important data on the individual employees, are located in the Addresses – Ski instructors window. Only active ski instructors are shown by default in the lists displayed. Non-active ski instructors can be found by means of the various search functions. Data The Data menu contains already familiar functions, such as Add, Duplicate, Delete and the Import and Export of ski instructor data. Edit Changes to one or more ski in...

Customers

All existing customer contact data can be found and edited under Customers. New contacts can also be added here. Groups and families can be displayed under Edit; they can also be created or deleted. All the customers are loaded and displayed by using Quick search (F5) and clicking on OK without Entry. The Adjust doublets function is important for keeping the customer master data clean. Duplicates are searched for using Search double entries and merged to one customer via Clear double entries. C...