Before
starting, make sure you are using either the Facility Rental Manager or
Facility Rental Staff persona.
Before
starting, make sure you are using either the Facility Rental Manager or
Facility Rental Staff persona.
After you have created a new facility, you can maintain the appropriate room information and maintain room reservations.
To create a new facility:
1. On
the toolbar, select Facilities > Facility
Maintenance.
The Facility Maintenance search screen displays, as shown below.
2. Select
Create New Facility.
The Customer Chooser screen displays.
3. Search
for and select a customer to associate with the facility.
The General Facility Information screen displays, as shown below.
Selecting
a customer to link to a facility will default the search to look for company
records.
4. Under
General Facility Information, verify that the Facility
Info field contains the correct information.
This information is tied to the customer or company you selected previously
from the Customer Chooser screen.
5. Enter
in the No of Rooms.
This is the number of rooms available within the facility.
6. Check
the Rental Facility checkbox if
you want to label this Facility as a Rental Facility.
This will be used later to filter through existing/available facilities
in the system. This defaults to checked.
7. Click
the Primary Contact link.
The Customer Chooser screen displays.
8. Search
for and select a customer to associate with the facility as the main point
of contact.
This is restricted to Individuals and Companies.
Choosing
a facility primary contact is optional.
9. Click Save.
You
can click on the contact’s name (link) to access additional information
in Customer Central.