CiiRUS User GuideCRM Manage PeopleOverview - Manage People

Overview - Manage People

The Manage People screen manages the contact records for your guests and contacts.

Several functions are available to merge contacts to. Guest Contacts must sometimes be merged to a single entry. For example, if a guests makes several reservations with your company and uses a different email (or other field) each time they book, the database will display each record as a separate individual. The records should be merged to a single record. The software makes the tools available to help with the merging of records.

The following features are also available from the Manage People Screen

  • Import records / leads from an external source
  • Add edit categories
  • Manually add a new lead
  • Advanced search
  • Contact Details
  • Address
  • Notes
  • Reservations and Quotes
  • History
  • Guest Portal Account
  • Personal details