Accounts

Used to create and manage account information.

Activities

Used to create and manage activities.

Calendar

Used to manage a user's days, weeks, and months.

Contacts

Used to create and manage contact information.

Evaluations

Used by revenue managers to review submitted quotes. Evaluation records can be viewed by property or across all organizations.

Event Checks

Primarily a read-only screen used to retrieve more detail about generated event checks. Also can be used to cancel an invoice.

Function Space Diary

Displays a Scheduler showing function space bookings over periods, which are configurable. For example, you can filter the data by start date and time scale.

Functions

Used to review, add, and modify information about functions within proposed and accepted events, including line items for necessary goods and services. Also used to reserve assets, such as audiovisual equipment, for specific functions. All views for the Functions screen are specific to Siebel Hospitality.

Histories

Used to add historical opportunities, quotes associated with an opportunity, and functions and room blocks associated with a quote. You can create a collection of historical data to associate with current opportunities.

Home

A group of lists that provides a snapshot of the most important information to manage for a daily workload. The Home screen also provides links to opportunities, quotes, orders, invoices, and activities.

Opportunities

Used to create opportunities and to add or modify information about proposed and accepted events. Also used to associate past and future opportunities with a selected current opportunity.

Orders

Used to specify goods and services supplied during an event. Also used to generate trial checks and finalize the charges that appear on event invoices.

Property

Used to display detailed property information including inventory, quotes, opportunities, sell notes, and so on.

Quotes

Used to modify property-specific quotes and create new quotes.

Room Blocks

Used to display all room block line item records for the property with which you are associated.

Turnover Evaluations

Used to display details of turnovers. Allows an event manager to conduct a detailed analysis of the turnover checklist questions and to view quote details.