View history in the agent profile

The history tool in the agent profile provides a list of all guest stays for that selected agent. In a multi-property environment, all stays are listed and specified by property code prefix which makes it easy to identify the individual properties.

To view history in the agent profile

  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.

    Zip code

    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 agents 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 History () icon in the agent profile to display the list of guests.

    Scroll across to view more information or double click the guest to view the revenue received.

Learn more...

Create new agent department

Add A/R number in agent profile

What's next?

How to merge an agent profile