The Pax CRM is a stand alone application which can be found in the Operations Menu. You will require the correct security settings to be able to gain access to this application. The Pax CRM stores each customer name with their unique ID number.

Searching by group enables users to search for CRM Group details and names associated with that group. Once located individual details can be edited or deleted.

NOTE: The term "Group" used here should not be confused with the same word used in Group Bookings. In the CRM context it is a 'title' that relates pax names - i.e. all Pax in one booking are Grouped under. By default, in FITs and Groups the booking name is used as the Group Name, but it can be edited.

Find existing passenger in the CRM

1. Select Menu Home > Operations > Pax CRM.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Pax CRM to open the Pax CRM screen:

      

2. Search for the Passenger either by Group.
1. Entering the Group Name and select search.

   

2. Or if the group name is unknown select search to enter more advance filters for searching.

   

   

3. Click Search.

   

3. A full list of passenger names matching your search will return, click on the name of the passenger to view their entered details.

   

4. View passenger records from the Details Tab where the pax full name, alias and date of birth can be noted on the upper section of the screen. The middle section allows storage of passport details and contact information specific to this passenger, with the lower section of the screen allowing any information defined by your organisation, e.g. Special Requirements, to be entered for the passenger.

   

5. Unique passenger profile entries are available from the Profile Tab. This is where organisations may choose to store visa information, loyalty membership numbers or special requirements. The setup of these headings is detailed in the System Setup User Manual.

   

   You can see in this example that Mr Alfred Lindsay is a member of two loyalty programs (Air NZ and Hilton Honors and his loyalty numbers and expiry dates have been recorded for both).

6. The Groups Tab provides the ability to view if the passenger is linked in a group of travellers.

   

7. A list of bookings the passenger has previously been named in can be viewed or selected from the Booking Tab.

   

8. To keep the changes, click Save.

   

9. Click Discard to discard all changes.

   

10. Click Exit to discard any changes.

    

Pax Name - Surname

The last name (surname) of the passenger.

Pax Name - First Name

The first name (Christian name or forename) of the passenger.

Group Name

The name of a group passengers - Enter the first few characters of a Group name (if known) and click the search icon.

NOTE: When entering selection filters, remember that the more filters entered, then a) the less data will be returned and b) the possibility of error is greater. For example, if all 8 selection fields have a value entered, and there is a spelling or numerical error in one of them, nothing will be returned.

Agent

Clicking the dropdown arrow will display a list of Agents Names in alphabetical order. Clicking in the blank Agent field and typing the first letter of the agent name, will scroll from that point. Clicking the search icon will display a further search screen, this allows users to search for added detail relating to the agent such as; Language; IATA Code; Master Agent details; or Analysis Codes.

Group Name Starts With

Enter the first few characters of a Group name (if known) and click the search icon.

Surname Starts With

Enter the first few characters of the Surname (last name - if known) and click the search icon.

Address Contains

Enter a word or letters that may be in any of the Group address detail field.

Postcode

Enter the Group Address Postcode (if known).  The postcode must be complete - e.g. '805' will not locate '8052'.

Customer Number

This field refers to an internal system generated number and is used principally by Tourplan support staff.

Passport Name Contains

Enter a name of letters that may be in the Pax Passport Name Field.

NOTE: This field cannot be searched on in isolation - there must be search parameters in at least one of Agent or Group Name, Pax Name, Customer Number or Passport Number.

Passport Number

Specifying the a passport number that is in the Pax Passport Number Field.