Enquiries Page - Keeping your Notification Centre up to date
To be used as an effective Enquiry Management tool, your Notification Centre (in the left-hand side of your Main Enquiries page) should only contain notifications/reminders for today's date and any in the future, excluding the ‘Follow Up Required’ section. Treat this as your daily to-do list and the system's centre for notifying you when payments have been made/messages received etc.
As you receive Notifications i.e. Payment Received, New Message, Pre-order added - once these have been actioned you should be clearing these from your Notification Centre to keep it as up to date as possible.
To be used as an effective Enquiry Management tool, your Notification Centre (in the left-hand side of your Main Enquiries page) should only contain notifications/reminders for today's date and any in the future, excluding the ‘Follow Up Required’ section. Treat this as your daily to-do list and the system's centre for notifying you when payments have been made/messages received etc.
As you receive Notifications i.e. Payment Received, New Message, Pre-order added - once these have been actioned you should be clearing these from your Notification Centre to keep it as up to date as possible.
Clear notifications one by one
You can clear notifications one by one, by going to:
- Click the Enquiries page, then click Notification Centre.
- From the list on the left, select the notification type to view.
- Select the booking to bring you to the Booking Details window.
- On the left-hand side, select Open Notifications added.
- Click Save.
You will notice the Open Notifications section has now disappeared and if you go back to your Enquiry page, you will see that the notification has also been taken out of the Notification Centre.
Clear multiple notifications at once
You can also clear multiple notifications at once from the Enquiries page:
- Click the Enquiries page, then click Notification Centre.
- From the list on the left, select the notification type to view.
- Use the tick-boxes to select the notifications you want to clear.
- Alternatively, click the very top tick-box to select all.
- Select Clear Notifications.
The same process applies for all Notifications that require action to be taken, excluding follow-ups.
Clear Follow ups
To clear your Follow up Required section, once in the Booking details:
- Click the Enquiries page, then click Notification Centre.
- From the list on the left, select Follow up.
- Select the X next to the date that has been set, or click the date and change it to a future date.
- Click Save.