Create new agent contacts

Company and agent contacts give a better view of the account structure and who you can contact for specific information. An agent contact handles any communication, contact or interaction on behalf of the agency. Multiple contacts can be linked to an agency.

To create a new agent contact

1. From the home page, do one of the following to open the seek page:

   • Press CTRL+T on your keyboard.

   • Click Relation in the top bar, select Agent and then Agent.

2. Modify the fields as appropriate.

   Agent seek details
   Trav name	Enter the agent's name.
   Street	Enter the address of the agent.
   Zipcode	Enter the postal code of the agent.
   City	Enter the city of the agent.
   Country	Enter the country of the agent.
   Bank Account	Enter the bank account name.
   A/R Number	Enter the accounts receivable number of the agent.
   A/P Number	Enter the accounts payable number of the agent.
   IATA Code	Enter the IATA code.
   Trav Number	Enter the agent profile number.
   VAT Number	Enter the VAT number of the agent.

3. Click Confirm (). The Browse agent page displays.

4. Do one of the following to display the agent profile.

   • Select the appropriate agent and click Confirm ().

   • Double-click the appropriate agent.

5. Click the Contact () icon. A PMS message displays if no agent contact exists.

   When the agent already has one or more contacts linked, the Browse contact page displays after clicking the Contact () icon. Click the Create new icon () to add another agent contact to the agency.

6. Click Yes. The new agent contact page displays.

7. Modify the fields as appropriate. An asterisk (*) indicates a mandatory field.

   Contact details
   Status	Optionally, give the contact the active or inactive status.
   * Name	Enter the last name of the contact.
   Title	Select the title from the drop-down list. In the two fields behind the title you can enter the contact's first name and the prefix.
   Department	Optionally, link a specific agency department to the contact. Click the ellipsis to search for an existing department. If no department exists, a PMS message displays asking to create one.
   Address	Enter the address of the contact.
   Zip/City	Enter the postal code in the first field and the contact's city in the second field.
   State	Enter the state from the drop-down list.
   Country	Select the country from the drop-down list.
   Phone	Enter the phone number.
   Mobile	Enter the mobile number of the contact.
   Fax	Enter the fax number.
   E-mail	Enter the email of the contact.
   Profession	Enter the profession of the contact.
   Date of birth	Enter the date of birth.
   Language	Select the language from the drop-down list.
   Memo	Optionally, enter extra information about the contact.
   Assign to user	Optionally, assign a property user to the contact.
   Mailgroups exclude	Position the mailing selections this contact may not participate in the appropriate window. Exclude indicates the contact is not included on any specific mailing lists. The mailing tab works with the Mailing Wizard tool in APMA. It allows the user to link a contact to specific mailing. Contacts that are linked, are included in those mailings.
   Mailgroups include	Position the mailing selections this contact may participate in the appropriate window. Include indicates the contact is included on any specific mailing lists. The mailing tab works with the Mailing Wizard tool in APMA. It allows the user to link a contacts to specific mailing. Contact' that are linked, are included in those mailings.

8. Do one of the following: 

   • Click Save () to save your agent contact profile.

   • Click Cancel () to discard your changes.

Learn more...

Linking an agent contact to a different agent profile

Create a new company contact

What's next?

How to view the agent contacts