Long Text Field Templates for Fields in Thynk

In Thynk, there are fields for users to enter in Descriptions or Comments. These normally appear blank when you create an account, booking, etc, but if you have a set SOP, or simply wish to create a way to capture consistent information, you can create templates for these fields. 

Only Admins can create and edit templates.

To create templates...

1. Open the property page. Scroll down to the section called Templates. These are long text fields that can be prefilled with a sample or template note. The available templates are: 

• Account & Contact Descriptions 
  
• Booking Accommodation Notes
  
• Booking Catering Notes
  
• Booking Internal Notes
  
• Booking Dietary Requirements
  
• Booking Invoicing Details
• Booking Event BEO Description 
• Booking Product BEO Description 
  

2. Click on the pencil icon to edit your templates in the respective fields, and Save when done. 

  

Once you have created these templates, anytime a user creates a new account, contact, booking, booking event, or booking product, the default template will appear in the description fields, so all users can be consistent in the way they are tracking their information. 

Some examples...

For Account Description: maybe you want to have a brief bio on the company, company size, frequency of events, or any other budget notes, or additional comments your management may find useful. 

For Contact Description: maybe you want to track: hobbies, personal preferences, favourite wine, etc. 

For Invoicing Details: maybe a company has specific invoicing instructions.

• Related Articles

• How to Make a Field Mandatory

  Learning Objectives At the end of this lesson you will know …. As Thynk Admin, how to make a field mandatory How to change a mandatory field to not mandatory Making Fields Mandatory As Thynk Admin, you will be performing specific tasks that users ...

• How to add Help Texts

  Learning Objectives At the end of this lesson you will know …. Why you would use help texts How to add help texts into Setup Adding Help Text If a field has help text, you will see an ‘i’ next to the field, and when you hover over it with your mouse, ...

• Opera <> Thynk Integration Guide

  Opera <> Thynk Integration Guide Introduction & Benefits The two-way integration between Thynk and Opera is facilitated by Hapi Cloud, the cloud data hub and integration platform. Hapi is based on an open model, to which multiple layers of ...

• Basic Standard Features

  Learning Objectives You will learn how to…. Interpret the basic standard features in Thynk Standard Features First things first, when working in Thynk, there are some very easy features you should know. These features apply the same way in different ...

• Mews <> Thynk Integration Guide

  Mews <> Thynk Integration Guide Introduction & Benefits This guideline document explains the two-way integration between Mews PMS and Thynk.Cloud. Benefits of Installing a PMS Integration Include… Increased visibility for Sales/Events teams into most ...