среда, 5 февраля 2014 г.
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For the Contact name, I use the main word from the company name for the first name and set the last name to Reservations . (e.g. Southwest Reservations ). This allows me to look up Last Name = reservations and get my entire travel vendor list. While I could use the ID/Status for this, the ID/Status does not always transfer to Cell phones, and thus not available for quick lookups while I am on the road.
If you are in a single-user database, you could use the Title field for your customer account number (Title fields always sync to your phone or other devices). If you are in a multi-user database, you may want to review my post on using Secondary Contacts to maintain confidential information , like your account number or login and password information.
So, when it is time to arrange my travel plans, I Lookup, Last Name, reservations , OK . I select the vendors I want to use and schedule my flight, hotel, and rental car on the contact car rental st martin juliana airport records of the associated vendor. It makes it easy to see previous travel plans for reference.
I also always include the confirmation number in the Regarding (along car rental st martin juliana airport with other reservation car rental st martin juliana airport info) so that I can quickly car rental st martin juliana airport use my phone to access those details if I need them while traveling. If a flight is cancelled, car rental st martin juliana airport by searching on the word reservations, I also have quick access to phone numbers for alternate airlines and for notification of other vendors that I will be arriving car rental st martin juliana airport later than planned.
No reason you couldn t associate car rental st martin juliana airport with both. I like that idea. When you schedule with the Travel vendor, car rental st martin juliana airport while still in the Activity dialog, click the Contacts button and add the client. Best of both worlds.
Linda, I use ID/Status as well, but ID/Status does not come over to my Android phone, so I developed the alternate methods to make my searches on my phone easier. And using the Last Name reservations gives me the lookup I need for traveling. However, it really only works well for travel types of contacts where a specific contact is usually not associated with the record.
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