Where do notes appear

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Departure/Trip Level Notes

Movement: (Shuttle, Bike, Custom, Bag,  Vehicle relocation)

Driver Notes 

Appear on the drivers manifest, and on the separate page for that movement on the daily diary page

• They are used where everyone in the group is doing the same thing, so there is no need for the text to reappear again at Booking level, e.g. "The Smith party would like to be collected from ..."
• They are not meant to transfer (duplicate) onto every Booking.

Office Notes

• Are used on internal communication
• The Departure Office notes ARE meant to flow thru to the Booking, as they are internal and should be used to advise each other of a specific 'note' that's relevant to everyone.
• Notes are used at the Departure level when EVERYONE can be catered for with one common note, so there's less data entry
• Individual when it's a Client specific note.
• And BOTH types can be used on the same Departure BTW. The Driver would end up with both in this case.

Itinerary Notes

Finance Notes

• Appear on the Finance Details report on the Finance Notes button

Provider:

Resource:

Finance Notes

• Appear on the Finance Details report on the Finance Notes button

Finance

Cost: 

Finance notes appear on the  Finance Details report on the Finance Notes button

Finance notes See ticket 2302

Booking/Passenger level notes

Movement: (Shuttle, Bike, Custom, Bag,  Vehicle relocation)

Driver Notes 

(Shuttle, Bike, Custom, Bag,  Vehicle relocation)
Appear on the manifest

• They are used to add a note to single Booking/s: e.g.  "Bob needs to be dropped off a 123 Brown road"
• Departure and Booking notes can appear on the manifest

Office Notes

Are used on internal communications

Are used at booking level where it's a client specific note

A departure can have both departure level office notes, and booking level office notes

Itinerary Notes

Finance Notes

Provider: (Accommodation, Activity, Transport Meal, Other)

Finance

Cost: 

Finance notes appear on the  Finance Details report on the Finance Notes button

See ticket 2302

Provider

Office Notes   

The Office Notes Screen on a Provider record can provide you with a quick way to see if there's something IMPORTANT that need to be identified about this Provider when making a Departure - for example, if a business is closed on some days of the week, or doesn't operate during a particular period, or is closed for renovations.

Guides

ticket 2441