Tracings

Tracings in Booking Management

Tracings are a useful feature for sales support. They allow users to record comments and activities (traces) related to a booking.

1. Overview of the Tracings Page

When accessing the Tracings page, an overview of all tracings is displayed, filtered by date.

Clicking on a tracing takes you directly to the corresponding booking where the tracing is stored.

2. Adding Tracings to a Booking

To add a tracing to a booking, follow these steps:

• Navigate to the desired booking.

• Click on the black-colored Tracings icon and add a tracing

3. Visualization of Tracings

• Once a tracing has been added to a booking, the icon changes from black to orange to indicate that at least one tracing exists.

• Clicking on the Tracings icon opens a pop-up displaying all tracings related to this booking.

• If only one tracing exists, it opens directly.

In the Tracings, an email can be sent to selected colleagues:

The selected colleague (user) is automatically set as the recipient, while the sender is the user who initiates the email dispatch.

4. Special Notes and Alerts

• Each tracing can be marked with the new "is note" flag.
• If a tracing with "is note" exists, a pop-up automatically appears as a notification when the booking is loaded.

• When hovering over the Tracings icon, the last message of the most recent tracing is always displayed.