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40 total results found

How to: Add Contact details to a contact (Agent).

Agent Management/CRM Agent Contact Management

Contacts screen Search for Contact Double-click on ContactOrganisation  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 selec...

How to: Export a list of emails from a Contact Group

Agent Management/CRM Agent Contact Management

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 mult...

How to: Create a New Agent in CustomLinc

Agent Management/CRM Agent Contact Management

 Go to Contacts > Add Contact (+) > Click Organisation Fill in the Name & any other relevant data on the left side - 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 exa...

Connecting to VPN with Global Protect

VPN (Global Protect)

Overview PBR uses Global Protect as its VPN client. The VPN allows you to securely access PBR network resources (such as shared drives and internal systems) when working from home or off-site. Global Protect should be installed on your PBR-issued device. If it...

system
Global Protect
status
Active
type
How-To

How to: Search for a contact

Who's On Call

Please note that you may need to update you Who's on Call Plus app for the following options to show.  On your mobile device open the Who's On Call app. Tap the 'hamburger' menu in the top right Tap on Phone Book Dial You can search by First name, Last Na...

How to: Add a Quick Link on a SharePoint Page (OIC)

SharePoint

Grab the website link you want to add to the page. For this example, I will be adding the Bushfire Mangement Plan to the OIC Quick Reference Guide Click on the document in the location it is stored.  Copy the entire webpage link in the address bar. Go to ...

system
SharePoint
status
Active
type
How-To

How to: Change your password

Who's On Call

 Go to https://whosoncall.cloud/  Enter your provided username and password. If unsure, please contact your Team Leader or IT Helpdesk. Click on the manage users' icon,  Change your password in the password field and click save.  That's it, all done!  ...

How to: Add a folder to a quick link button

SharePoint

Go to the SharePoint Site or Page you wish to add a link to, click edit in the top right.  Click Add Links Navigate to the folder you wish to add, in this cate its under Site > Documents > People and Culture. Click the Folder you wish to add on the left. ...

system
SharePoint
status
Active
type
How-To

Creating a Special Guest Pass Booking

Capacity Management

Go to Add Booking > Make a Standard Booking Select the applicable SGP product, if unsure consult with team.  The departure date is the Expiry date of the booking/voucher. If you do not set a date, it will default to 1 Year in the future.  Input booking detail...

How to Redeem a SGP or Gift Voucher Booking

Capacity Management

Request for the Reference number on their confirmation email & Use CL Search to find the booking Confirm an applicable product and available date with the customer.  Click edit on the booking Change Date THEN Product to what was select in step 2 Change booking...

How to: Check-in a Booking

Booking Management Booking Office

Click Search.  Ask customer for the Booking Reference Number, OR scan the barcode provided on booking reference.  Confirm Party Name & Fare details (Adult, Children etc). And click Print Ticket. 

How to: Manually Search for a Booking on a Specific Service

Booking Management Booking Office

In this example we will be looking for a booking on the 10:00am Belgrave to Lakeside on the 24th of July.  Go to Sightseeing > Manifests, set your date on the top left, then click the LEG that you would like to search. These will be in Black font (arrow).  Fin...

Adding SSH Key via 1password

Ansible

Create SSH key in 1Pass. Copy Public Key Go to AD Server, open Powershell as admin. Edit command  Set-ADUser -Identity samaccountname -Add @{sshPublicKey="ssh-ed25519 AAAA... user@host"} Example would be Set-ADUser -Identity a.dhealey-Add @{sshPublicKey="ssh-e...

How to: Check Capacity Availability for a Walk-Up Booking

Booking Management Booking Office

To see correct information on the Availability Screen, please find a guide here: How to: Setup your Ava... | BookStack OR ask for your team or the IT Team to assist.  First you will need to be familiar with the Product Codes used within CustomLinc.  We have tw...

How to: Setup your Availability Screen

Booking Management Booking Office

Go to Sightseeing > Availability. Click Preferences   Set Your Display to ALL.  And make sure all the "Show" boxes are Deselected.  Your availability table should now show the Manifest and all attached products underneath.  Right click on a product availabilit...

How to: Make a booking with Quick Ticket (POS)

Booking Management Booking Office

The workstation you are trying to do this from needs to be setup to sell tickets via 'Quick Ticket' if the POS option in step 1 is not visible. Please contact IT and request for access.  Currently the booking made will not receive a Carriage Allocation. Please...

How to: Make a take an Integrated - EFTPOS payment for a booking

Booking Management Payments/Receipting

The workstation you are trying to do this from needs to be setup to sell tickets via 'Quick Ticket' if the POS option in step 1 is not visible. Please contact IT and request for access.  Currently the booking made will not receive a Carriage Allocation. Please...

How to: Make a Booking for a Walk-Up

Booking Management Booking Office

Go to Sightseing > Manifest Right click the Manfiest you would like to book a product for. (The manifest will have Green Text) In this example we will make a booking for the 14:15 Bel - Lak with a 16:40 Lak - Bel Return. Go to Make Booking, click on the produc...