The Concierge Assistant® Tutorial

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The latest version is:
9.0.8. C11

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Google Maps
Integration

LESSON 2:    Adding Logbook Entries

To add a new Logbook entry the following fields are required:

Reference Date - The date the request is made for.

Type of Entry - The keyword that is used to categorize the Logbook Entry for easy Search access. To select the keyword double-click in the list box of logbook types or select from the combo box

The remaining information is optional but it is strongly recommended that you add as much information as possible.

After you have completed the information on the above display Click in the Descriptive Text box. If you have a Data Entry Form defined a panel like this will appear:



This form contains the fields you have specified as the optimal data set for this type of entry. There are no requirements and no data validation is possible for this panel.

If you are creating a reservation for a Contact Entry you may double-click on the Contact Icon to select the Contact using:



Double-click on the selected contact and a "Drag-and-Drop" panel will appear in the lower left side of the data entry display. This panel, as illustrated above, will contain the contact name, address, cross streets and telephone number. This information can be "dragged" on to your data entry panel fields.

The two printer icons are used to print the Service Request Form and the Guest Confirmation Form. These two forms are illustrated below.

First is the Service Request Form. This may be used to fax to the guest when a signature is required.



Next is the Guest Confirmation Form. The format of this report may be selected using the Palm© and Print Options section in the Administration Tab.



Note:
The "Save and Repeat" command key will allow you save the current entry and retain all of the information except the Type of Entry and Entry Status indicators. This is a convenient feature for entry of multiple logbook entries for a guest.

Logbook | Lesson  1 | Lesson  3 | Lesson  4 | Lesson  5 | Lesson  6 | Lesson  7 | Lesson  8 | support@goldkeysolutions.com | 818-865-0006 | GoldKeySolutions.com