Defined
Company Configurations is the area where you are able to configure and alter higher level aspects of your company profile such as design, custom content, and list configuration.
Details
Company Configuration can only be done by a System Admin and is broken down into four sections:
Profile
Edit Company Name, Contact Information, Tag Line and Description
Design
Edit logo presentation and adjust your company color configuration
Custom Content
Edit hard set items that appear on your itinerary using HTML code
Lists
Allows for editing of following lists:
Accommodation Ratings
Accommodation Types
Bill Status
Bill Type
Budget Type
Cities
Destination Type
Invoice Status
Invoice Type
Lead Source
Payment Type
Sales Stage
Sales Status
Service Class
Service Type
Supplier Contact Type
Supplier Ratings
Supplier Type
Trip Status
Trip Type
Custom Fields
Allows for editing of following lists:
Clients
Leads
Trips
Guides
Design: How to Edit a Logo (Main & Itinerary)
Design: How to Edit Colors (Itineraries)
Configure: How to Edit Basic Lists
Configure: How to Edit Cities
Configure: How to Edit/Add Currency
Configure: How to Edit Lead Source
Configure: How to Edit Sales Stage
Configure: How to Edit Service Type
Configure: How to Edit Custom Fields
Fields
Field | Type | Descriptions |
Profile | ||
Main Info | ||
| Name | Text | Name of Company |
| Website | Text | Company URL |
| Phone | Text | Company Phone Number |
| Text | Company email | |
| Tag Line | Text | Company Statement |
| Description | Text | Company Mission Statement or Description |
Configuration | ||
| Show Hotel URL? | Yes/No | Toggle yes/no to choose if you wish to show a accommodation URL in the proposal (if a URL is included in the accommodation record) |
| Agent Info? | Yes/No | Use Agent "User" Contact information in the proposal rather than company contact. |
| Total Amount Label | Text | Allows you to customize the Proposal Pricing label for Total Amount |
| Orig. Total Label | Text | Allows you to customize the Proposal Pricing label for Original Total |
| Trip Costs Label | Text | Allows you to customize the Proposal Pricing label for Trip Costs |
| Fees Label | Text | Allows you to customize the Proposal Pricing label for Fees |
Design | ||
Logos | ||
| Add Image (Main) | Prompt | Add Main Company Logo |
| Add Image (Itinerary) | Prompt | Add Logo that will go on Itineraries |
Colors | ||
| Dark Header | Y/N | Choose between having a Dark Header or Light Header |
| Text Color | HexCode/Color Picker | Choose to enter specific 6 digit Hex Code manually or choose color from Color Picker |
| Background Color | HexCode/Color Picker | Choose to enter specific 6 digit Hex Code manually or choose color from Color Picker |
| Summary Box Color | HexCode/Color Picker | Choose to enter specific 6 digit Hex Code manually or choose color from Color Picker |
| Callout Box Color | HexCode/Color Picker | Choose to enter specific 6 digit Hex Code manually or choose color from Color Picker |
Font | ||
| Header Font | Locked | Allows you to change the font on the proposal (TBD) |
Custom Content | ||
Custom Content - Itinerary: Before Payment Section | ||
| Header | Text | Free Text |
| Box Editor | WYSIWYG | Custom HTML Edits |
Payment Content | ||
| Box Editor | WYSIWYG | Custom HTML Edits |
Custom Content - Itinerary: After Payment Section | ||
| Box Editor | WYSIWYG | Custom HTML Edits |
Custom Content - Confirmation: End Section | ||
| Header | Text | Free Text |
| Box Editor | WYSIWYG | Custom HTML Edits |
Custom Content - Traveler Form - Pre-form Content | ||
| Box Editor | WYSIWYG | Custom HTML Edits |
Custom Content - Traveler Form - T&C | ||
| Box Editor | WYSIWYG | Custom HTML Edits |
Custom Content - Traveler Form - Post-form Content | ||
| Box Editor | WYSIWYG | Custom HTML Edits |
Lists | ||
| Accommodation Rating | Basic List | See Configure: How to Navigate Basic Lists |
| Accommodation Type | Basic List | See Configure: How to Navigate Basic Lists |
| Bill Status | Basic List | See Configure: How to Navigate Basic Lists |
| Bill Type | Basic List | See Configure: How to Navigate Basic Lists |
| Budget Type | Basic List | See Configure: How to Navigate Basic Lists |
| Cities | Complex List | See Configure: How to Edit Cities |
| Cost Type | Basic List | See Configure: How to Navigate Basic Lists |
| Currency | Complex List | See Configure: How to Edit/Add Currency |
| Destination Type | Basic List | See Configure: How to Navigate Basic Lists |
| Invoice Status | Basic List | See Configure: How to Navigate Basic Lists |
| Invoice Type | Basic List | See Configure: How to Navigate Basic Lists |
| Lead Source | Complex List | See Configure: How to Edit Lead Source |
| Payment Type | Basic List | See Configure: How to Navigate Basic Lists |
| Sales Stage | Complex List | See Configure: How to Edit Sales Stage |
| Sales Status | Basic List | See Configure: How to Navigate Basic Lists |
| Service Class | Basic List | See Configure: How to Navigate Basic Lists |
| Service Type | Complex List | See Configure: How to Edit Service Type |
| Supplier Contact Type | Basic List | See Configure: How to Navigate Basic Lists |
| Supplier Rating | Basic List | See Configure: How to Navigate Basic Lists |
| Supplier Type | Basic List | See Configure: How to Navigate Basic Lists |
| Trip Status | Basic List | See Configure: How to Navigate Basic Lists |
| Trip Type | Basic List | See Configure: How to Navigate Basic Lists |
Client Info | ||
| Fields on Form | Prompt | Allows you to drag fields to be either included or excluded in the Live Traveler Form |
| Fields on Manifest | Prompt | Allows you to drag fields to be either included or excluded in the Lead Manifest |
Custom Fields | ||
| Display Name | Text | |
| Header Group | Text | |
| Module | Drop Down | Choose Client, Lead, or Trip |
| Type | Drop Down | Text Box, Text Area, Select List, Yes/No |
| List Values | Autofill/Text | |
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