All primary modules in TourTools have a List View. In this view, you can filter and sort and analyze in numerous ways to get a collective view of data relating to multiple records at once.
All List Views in Primary Modules have a QuickFind Filter at the top that allows you to quickly filter the list based on one or more criteria; enter what you are looking for, then click on the magnifying glass button at the far right (or hit the ENTER key on your keyboard) to filter the list. Click on the Show All button in the green Feature Button Bar to once again show all records. Click on “Clear Filters” to quickly remove any previously entered criteria from the filter fields.
Generally, when you navigate to the Packages Module, you will be in a found set of Packages specific to a Tour, having navigated from the Tour using the Go to Related Packages button.
Feature Buttons
In the thin green/gray button bar we call the Feature Bar (just below the Module Navigation bar) at the top of this screen, you will find access to various scripted functionality related to the list.
Export
Use this button to export the records in your “found set” to an Excel spreadsheet. Note that only the fields of data shown on the “List View” layout will be included in the export.
+ Booking
This button is helpful to operators that offer trips to the general public. The scenario is this: a res agent starts in Client when a call comes in, choses to Check Availability, and then moves to Tour and, ultimately, Package where the +Booking button could be clicked to launch the booking process directly out of Package for the selected Client.
Show All
Eliminates any filters you have on your list and shows all Packages. This button only shows when you are in a found set and NOT viewing all records.
Find
You can search for one or a group of record(s) by clicking on the “Find” button. Type in your criteria and click SUBMIT. Click STOP to cancel the find process.
Once you have entered your search criteria, you can simply hit the ENTER key to begin the Find/Search.
Load Ops
Click this button to create Operations records for the Packages in the current found set.
Reports
Clicking this button will bring you the the Packages Reports tab.
New Window
Clicking on the New Window allows you to open other modules within a new window so you can view 2 or 3 at the same time – this is especially helpful if you have more than one display.
If you have any questions that are not answered here Contact TourTools Support for assistance.
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