Agent Management/CRM

How to: Assign or Remove Contacts/Agent to Contact Group(s)
Find the  Contact  you wish to allocate to a Contact group 
 Select the   icon 
 
 
 
 This will pop up the list of Contact Groups that can be allocated, double click on the one you wish to add 
 Repeat until you have added all the Contact Groups you wish to. 
 
 
 
 You can add multiple Contacts (agents) to a Contact Group at the same time. However, you cannot add multiple Groups to a Contact, this has to be done one at a time.  
 To remove a contact group from a contact 
 
 Right click on the Contact Group you wish to remove 
 Select Delete

How to: Create or Remove a Contact Group
Go to Settings > General > Contact Groups 
 
 
 Select  ADD > fill in template > SAVE 
 
 You can also edit existing templates by selecting - You cannot ad or remove Contacts from the group here. Please refer to  How to: Assign or Remo... | BookStack

How to: Add Contact details to a contact (Agent).
Contacts  screen 
 Search for Contact 
 Double-click on Contact Organisation  
 
 Select Add to add Postal and Physical addresses 
 
 
 Select Add  to add Email, Phone, Fax, Facebook, Twitter and website 
 
 Individual 
4. Right-click under  Contact Methods  and select  Add Contact Method... to add Email, Phone, Fax, Facebook, Twitter and website 5. Select  Change to add/edit a Physical Address 6. Select  Change to add/edit a Postal Address 
 Changing existing Contact Methods on a Contact Existing Contact Methods will appear on the right of the screen when the Contact is selected as at 1 below as an example.  
 
 Double-click on the Contact Method 
 Change details as required and select  OK

How to: Export a list of emails from a Contact Group
Go to  Contacts 
 
 
 Select the Contacts drop down to search for a contact filter.

 
 From here you can click the arrows to expand the filters, the following are examples.

 
 Contact Groups are managed on a per agent basis - an Agent (contact) can have multiple Contact Groups associated.  
 Commission is managed per Agent under contract an agent will only have one active commission at a time.   
 
 
 
 
 
 
 Select a filter and click search (Magnifying Glass)   
 
 
 Once all agents are loaded, right click any agent on the left side, select Export > CSV file 
 
 
 It will ask you to select a save locations, then it should automatically open up.  In the CSV you will find an EmailBusiness header - This is the primary contact for each agent.

   
 
 
 You can highlight all cells email cells then copy & paste these into the  To section in Outlook. 

How to: Create a New Agent in CustomLinc
 Go to Contacts > Add Contact ( + ) > Click Organisation 
 Fill in the Name & any other relevant data - A code is required but is not used unless they are on account. We would recommend doing some sort of Business initials like PBR or PBRB for example. > Hit Apply 
 
 
 Select " Agent " > Click Okay 
 Select Apply, and close the windows to get back into the contact page 
 You should see the user on the left-hand side - double click and fill in contact details such a s address and email contact.  
 
 
 
 
   
 Apply & close this window > Double Click "Agent " in the contact type tab. 
 
 
 
   
Go to the contracts area> Right click the grey space > Click Add 
 
 
 Fill in details:
 
 Booking Between - Usually set day after request to prevent any issues with any bookings made that day ; 
 Travelling between Usually set day after request to prevent any issues with any bookings made that day  ; 
 Agent type is the payment process the agent uses ( Invoice or Prepaid ); 
 Price schedule is their commission rate.  If an end date is put into this field the contract will be removed after that date.  
 
 
 
 
 
 Finally go to brands and make sure Puffing Billy is ticked for the agent. > Hit apply and Close