Stayntouch PMS 
Company/Travel Agent Shared Notes
Both standard and global (Multi-Property) Company and Travel Agent notes can now be shared to reservations similar to group shared notes.
TABLE OF CONTENTS
- Company/Travel Agent Notes Sharable For Standard Company/Travel Agent Cards
- Company/Travel Agent Notes Sharable For Global Company/Travel Agent Cards
Company/Travel Agent Notes Sharable For Standard Company/Travel Agent Cards
Company/Travel Agent shared notes allow users to create a note from the Notes tab (or Notes & Files tab if file attachment is enabled for your property) of the Company/Travel Agent Card and have the note added to all reservations under the Company/Travel Agent. A Company/Travel Agent note can be marked as POST TO ALL RESERVATIONS. When a Company/Travel Agent note is marked as POST TO ALL RESERVATIONS, the note will be visible from the stay card notes section of the reservations associated with the Company/Travel Agent. Moreover, you can also choose to indicate that THIS IS AN ALERT.
The note will be posted from the Notes tab of the Company/Travel Agent Card. The note will have an indicator if the note was shared, reading, SHARED NOTE. You can edit the note by clicking on it, which will allow you to select/deselect UPDATE IN ALL RESERVATIONS and THIS IS AN ALERT, or delete the note.
If the note was marked as an alert, it will appear in yellow as illustrated below.
You can also delete a note by clicking the red trash can button on the far right of the note.
When shared to stay cards, Company/Travel Agent notes can be viewed on all of the stay cards of reservations within the Company/Travel Agent. The note will be marked as a Company/Travel Agent note on the stay card, indicating that the note originated from the Company/Travel Agent.
Additionally, when a Company/Travel Agent reservation is created, Stayntouch PMS will check to see if the Company/Travel Agent has any shared notes, and Stayntouch PMS will automatically add the shared note to the guest’s stay card as a Company/Travel Agent note. Users cannot edit or delete the Company/Travel Agent note from the stay card.
If a note is deleted or edited from the Notes tab of the Company/Travel Agent Card, then the note will be updated on all the stay cards to which it has been shared.
If a user edits the shared note and deselects the POST TO ALL RESERVATIONS checkbox, then the note will no longer be shared with or visible from any stay card in the Company/Travel Agent. Any stay card that was displaying the note will no longer display the Company/Travel Agent note.
If a reservation is removed from a Company/Travel Agent, then the stay card will no longer display any shared notes from the Company/Travel Agent.
Company/Travel Agent note sharing will be recorded in the Company/Travel Agent Activity Log.
Company/Travel Agent Notes Sharable For Global Company/Travel Agent Cards
Company/Travel Agent shared notes allow users to create a note from the Notes tab (or Notes & Files tab if file attachment is enabled for your property) of the Company/Travel Agent Card and have the note added to all reservations under the Company/Travel Agent. A Company/Travel Agent note can be marked as IN PROPERTY or ACROSS CHAIN. When a Company/Travel Agent note is marked as IN PROPERTY, the note will be visible from the stay card notes section of the reservations associated with the Company/Travel Agent for that property. However, when a Company/Travel Agent note is marked as ACROSS CHAIN, the note will be visible from the stay card notes section of the reservations associated with the Company/Travel Agent across the chain. Moreover, you can also choose to indicate that THIS IS AN ALERT. If you select ACROSS CHAIN, the system will confirm with the message, “Post note across entire chain? This note will be posted to all reservations associated with [Company/Travel Agent Name] in every property across the [Chain Name] chain.”
The note will be posted from the Notes tab of the Company/Travel Agent Card. The note will have an indicator if the note was shared, reading, SHARED NOTE. You can edit the note by clicking on it, which will allow you to select/deselect UPDATE IN ALL RESERVATIONS (IN PROPERTY or ACROSS CHAIN) and THIS IS AN ALERT, or delete the note.
If the note was marked as an alert, it will appear in yellow as illustrated below.
You can also delete a note by clicking the red trash can button on the far right of the note.
When shared to stay cards, Company/Travel Agent notes can be viewed on all of the stay cards of reservations within the Company/Travel Agent. The note will be marked as a Company/Travel Agent note on the stay card, indicating that the note originated from the Company/Travel Agent.
Additionally, when a Company/Travel Agent reservation is created, Stayntouch PMS will check to see if the Company/Travel Agent has any shared notes, and Stayntouch PMS will automatically add the shared note to the guest’s stay card as a Company/Travel Agent note. Users cannot edit or delete the Company/Travel Agent note from the stay card.
If a note is deleted or edited from the Notes tab of the Company/Travel Agent Card, then the note will be updated on all the stay cards across the properties if the note/alert was shared across the chain.
If a user edits the shared note and deselects the POST TO ALL RESERVATIONS checkbox, then the note will no longer be shared with or visible from any stay card in the Company/Travel Agent. Any stay card that was displaying the note will no longer display the Company/Travel Agent note.
If a reservation is removed from a Company/Travel Agent, then the stay card will no longer display any shared notes from the Company/Travel Agent.
Company/Travel Agent note sharing will be recorded in the Company/Travel Agent Activity Log.
