Popular Articles
Group Booking Feature
Group Booking You can now use the enhanced 'Group Booking' feature to enter the room block for your quotes by room type, rate type and occupancy type. It is a good visual method of adding and adjusting your room blocks. You can add a quote/group ...
Activities
Activities There are several types of activities that you need to track such as appointments, tasks, calling a customer or emailing a contract. Objectives: Learn how to log a call and send emails Discover how to manage appointments and tasks ...
How to Build a Report
Objectives Gather the information needed to build a report Create a new report using the Report Builder Report Requirements When you create a report, the criteria you enter is essentially a question you are asking, and the results returned are the ...
How to Build a Dashboard
Objectives Get familiar with dashboard feature and terminology Create a dashboard with the Dashboard Builder What is a Dashboard? Reports make it easy to access and visualise data to make it insightful and actionable. Dashboard take it one step ...
What is an Object?
Salesforce allows you to navigate easily between different fields making it very easy to use. What is an Object? 'Objects' are each category that you can find on the menu, which is the base of the database For example, “Account” will be an object ...