This screen allows you to:
Set up category codes, a description and status of your notes throughout the system.
Before you begin:
Choose Control File from the Files Menu. Then select Notes Information, Screen 3.
Cat. for cancelled resv comment notes:
A category is required for cancelled reservations.
Create note for canc resv owner comment:
If you want the comment line written when canceling the reservation to appear in the notes select [Yes]
Create note for reason for cancellation:
If you want the reason for cancellation to pop with the notes when viewing the cancelled reservation select [Yes]
Cat. for security deposit refund notes:
Enter the reservation category to use for security deposit refund notes.
Crit status for sec dep refund resv note:
Select [Yes] or [No] regarding the status for the security deposit refund reservation note.
Cat for cancelled resv tee times system notes:
Enter the system notes category for cancelled reservation tee times system notes
Cat for change equip tee times system notes:
Enter the category of system note to use for equipment order change tee-time notes
Cat for new/changed/canc resv history:
Enter the reservation note category to use for new, changed and cancelled reservation history notes.
Create history note for new resv:
Select [Yes] to create a history note for all new reservations.
Select [No] to not create a history note for all new reservations.
Create history note for change resv:
Select [Yes] to create a history note for all changed reservations.
Select [No] to not create a history note for all changed reservations.
Create history note for canc resv:
Select [Yes] to create a history note for all cancelled reservations.
Select [No] to not create a history note for all cancelled reservations.
Resv category for lock notes:
Enter the reservation note category for lock notes.
Critical status for resv lock note:
Select [Yes] to create a critical reservation lock information note.
Select [No] to not create the reservation lock information note as critical.
Inquiry grades requiring a note:
Enter which inquiry grades(stored on mail record) require a note.
Category for inquiry grade note:
Enter the note category for an inquiry grade note.
Crit status for inq grade note:
Select [Yes] to create specific inquiry grade note as critical status.