Customers – Direct Related and Other Persons. Setting relationships
Relationships Between Customers
Definition of Terms
Customer – is any person who is the main traveler or a traveler in a deal.
Directly Related (Relatives) – is a person directly related to the customer, and when loading this customer in the deal, we display the list of these directly related persons.
Other Persons (Travelers) – is a person who is related to many customers. These persons are not shown when loading the customer in a deal.
Relationship Type – a dropdown list that defines the relationship between a person (both directly related and many related) and the customer.
Person Versus Traveler
Person – the person entry is created for a customer (Directly Related or Other Persons), who may or may not be a traveler.
Traveler – the traveler entry is created for a person who is a traveler in a reservation.
Main Person of Customer Versus Main Traveler of Reservation
Main Person – is the person who is automatically created for a customer entry when a new Customer is added. Any other person of the customer may be set as the main person. Only one main person may exist for the same customer.
Main Traveler – is the first person in the traveler list of the booking, regardless of whether the person is or is not the main person of the customer.
Special Cases
Customer is marked as an agent
- Persons are never loaded in a deal.
Customer is/is not a company
- Both directly and many related persons exist.
- Directly related persons can be loaded in a deal, meaning that when the customer is selected in the booking process, the system should display all directly related persons in an overlay, asking the operator to choose the ones they want to use in this deal.
- Persons without direct relation – those added in a booking but not linked to the customer – are not loaded when the customer is selected in the booking process.
Basic Functionality
Booking Process
Customer is not an agent
When the customer is selected in the booking process, the system displays all directly related persons in an overlay, asking the operator to choose the ones they want to use in this deal.
If new traveler(s) is/are added during the booking process, the system pops up a question asking whether the newly added person(s) should or should not be linked with the customer. If Yes, the direct relation is created, and the new person will be found in the Directly Related list in Customer details. If No, the new person will be found in the Other Persons list in Customer details.
Only one traveler may be the main traveler.
Customer is an agent
When the customer is selected in the booking process, the system never loads the persons related to the customer.
If new traveler(s) is/are added during the booking process, the system never creates a relation with the customer. Directly related persons may be added for the agent only in the Customer Detailed view.
Only one traveler may be the main traveler.
