Documents, Tasks & Third Parties
Tasks, documents, and client/supplier data management
9 articles
- Understanding document status icons (envelope, awaiting, approved)Learn what the different document icons mean in the Documents tab.
- Downloading or resending a document to the clientLearn how to download or resend a Travel Agreement, invoice, or voucher.
- Creating and managing tasks inside a fileLearn how to create reminders and to-do items linked to specific bookings.
- Working with tasks (Tasks tab overview)Learn how to view and manage all your open tasks across files in one place.
- Creating and editing a customer (Thirds)Learn how to create or edit a client profile in the Thirds module.
- Searching and sorting customers (Thirds)Learn how to quickly find existing clients and organize your customer list.
- Updating your Travel Experts profile & social media visibilityKeep your public profile and social presence professional.
- Using Travel Experts marketing materialsLearn what branding and materials are available when you join.
- Managing suppliers and contactsLearn how to maintain supplier and contact information in the Derde (Third) module.