Add the Agent and Agency fields to the Inquiry page

This feature is only available with version R54 or higher. To determine the release installed in your org, see Installed Packages.

You no longer have to wait for business to become a booking to track agency collaboration. To help you monitor all business coming from outside agencies, Delphi now has Agent and Agency fields on the Inquiry Details page. If you receive RFPs from MeetingBroker, these fields are automatically populated with the data received from MeetingBroker.

To add the Agent and Agency fields to the Inquiry page

These fields are on the Salesforce Lightning Inquiry page by default. To add the fields to the Salesforce Classic Inquiry page, follow the below steps.

  1. Go to Setup > Create > Objects > Inquiry.

  2. Hover over the Page Layouts related list and click Edit next to Inquiry Layout.

  3. In the Inquiry Layout toolbar, click Fields.

  4. Drag a new Section onto the page layout below the Temporary Contact & Account section.

  5. Complete the following:

    • Section Name: Select Agent & Agency

    • Layout: 2-Column

    • Tab-key Order: Left-right

  6. Click OK.

  7. From the Inquiry Layout toolbar, drag the Agent, Agency, and IATA Number fields into the new section.

  8. Drag a new Section onto the page layout below the Select Agent & Agency section.

  9. Complete the following:

    • Section Name: Temporary Agent & Agency

    • Layout: 2-Column

    • Tab-key Order: Left-right

  10. Click OK.

  11. From the Inquiry Layout toolbar, drag the applicable Agent and Agency fields required for your organization into the new section.

  12. Click Save and confirm your changes.

  13. Hover over the Page Layouts related list and click Edit next to Event Only Inquiry Layout.

  14. Repeat steps 3-12 for this layout.

  15. Hover over the Page Layouts related list and click Edit next to RFP Inquiry Layout.

  16. In the Inquiry Layout toolbar, click Fields.

  17. Drag a new Section onto the page layout below the Contact Information section.

  18. Complete the following:

    • Section Name: Agency Information

    • Layout: 2-Column

    • Tab-key Order: Left-right

  19. Click OK.

  20. From the Inquiry Layout toolbar, drag the Agency Name, Agency Website, and IATA Number fields into the new section.

  21. Drag a new Section onto the page layout below the Agency Information section.

  22. Complete the following:

    • Section Name: Agent Information

    • Layout: 2-Column

    • Tab-key Order: Left-right

  23. Click OK.

  24. From the Inquiry Layout toolbar, drag the applicable Agent and Agency fields required for your organization into the new section.

  25. Click Save and confirm your changes.

For assistance with any feature configuration, contact your Amadeus sales representative to learn more about our Professional Services offerings.