Bulk Messaging allows messages to be sent in bulk to Agents. The messages selected and sent can cover multiple bookings. Concurrently, the status of the services that have had messages sent can be updated.

NOTE: Bulk Messaging will not suit all companies. This function is typically used where agent messaging is consolidated (either by user or company) and output at specific times or at end of day.

The selection criteria of frequently sent messages can be saved and recalled. If saved, a list will display when the Agent Messaging menu has been selected. Filters can be copied and saved from within the Bulk Agent Messaging screen.

Create Manual Agent Messaging Filters and Send Messages

1. From the Home menu, select Home > Operations > Bulk Documentation > Bookings > Agent Messaging.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Bulk Documentation menu option to expand it:

      

   4. Click Bookings menu option to expand it:

      

   5. Click Agent Messaging to open the Agent Messaging screen:

      

2. Click Manual.

   

3. On the blank Bulk Agent Messaging - Manual Selection screen, the Bookings Tab will open, select the required filters from the field selections available within the Booking Tab, Analysis Tab (Booking and Agent) and the Service Tab.
   

   View Agent Filter Selections to learn more about all field selections available, or view the individual tab filters: Booking, Analysis (Booking and Agent), Service or Results.

   Booking Tab

   

   Analysis Tab

   

   Services Tab

   

4. Check the completed screens.
5. Click on the Results Tab. Select the services using the Selected check box next to each service, or use Select All.

   

6. To send the messages, click Send.

   

7. Click Exit to discard any changes.

   

NOTE: If Save was selected the Review & Send Document screen will display and each service can be reviewed before sending. See Supplier Messaging.

Filter selection combinations are dependent on user's company's requirements. Selection of any filter combinations will return results in the Results Tab.

There are 4 Tabs that include field filter selections:

• Booking Tab.
• Analysis Tab (Booking and Agent).
• Service Tab.
• Results Tab.

Travel Date From/To

Used to select services with a specific, or range of, travel dates of the bookings to be selected.

Agent From/To

Used to select services with a specific, or range of, agent(s) codes in the booking header matching the selection.

Master Agent From/To

Used to select services with a specific, (or range of) Master Agent code(s) in the booking header matching the selection.

Date Entered From/To

The booking entered date(s) of the bookings to be selected.

Consultant

The consultant code attached to the bookings whose messages are to be output.

Booking Types

The type of bookings that messages are to be output from selection includes:

• All booking types - bookings from either FIT bookings or Group bookings will be selected.
• FIT's - those bookings that are FIT bookings will be selected.
• Groups - those bookings that are Group bookings will be selected.

Reference

The reference attached to the booking that message is to be output from. This field will only accept the actual reference number if the Branch/Department components of the booking reference are selected from the Booking Branch and Booking Department multi select boxes.

Booking Status

By default, all booking statuses are checked and bookings that have this status will be selected. Un-check statuses that are not required.

Branch

By default, all branches are checked and bookings that have those branches will be selected.

Department

By default all departments are checked, bookings that have those branches will be selected.

Booking Analysis

The top two rows of this tab are the 6 Booking Analysis codes. These are booking level selections.

Agent Analysis

The bottom two rows of this tab are the 6 Agent Analysis codes. These are Agent Analysis codes attached to the booking.

Analysis fields can be expanded or minimised by using the + or - function.

NOTE: The label descriptions and analysis selections used within this user manual will vary and will display what has been setup in each user's company's system.

Service Date From/To

The service date(s) of the services to be selected.

Supplier From/To

Used to select services with a specific, or range of, supplier code(s) matching the selection.

Service

Used to select services with a specific, (or range of) service code(s) matching the selection.

Selected

The cell to the right of this heading will provide you with the number of bookings that have been selected. (The screen capture above is showing that 0 services have been selected).

Found

The system will provide you with the number of bookings found matching the filter criteria.

Select All/Unselect All

Select all services found, or un-select all bookings selected.

Column Headings

Users can customise their column headings by clicking on the header row, or can amend the order of results by clicking on the field heading, see About Changing Default Column Headings.

To view the available column headings in Agent Messaging, see Bulk Documentation.

NOTE: The data can be sorted by any column by double clicking the column header. The order can then be reversed by double clicking the column header again.

Selected check boxes

Bookings can be individually selected.