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Siebel Hospitality Guide > Managing Property-Specific Event Quotes > Managing Functions Associated with Quotes >
Creating a Hierarchy of Quote Functions
You can build a three-level hierarchy of parent functions, subfunctions, and child subfunctions. To build a hierarchy of quote functions, follow this procedure. To create a hierarchy of quote functions
- Navigate to the Quotes screen, then the List view.
- In the Quotes list, query for a quote.
- In the quote record, click the link in the Name field.
- In the Functions list, add a function record, and complete the fields.
Some fields are described in the following table.
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Function Type |
Select 24 Hour Hold to make the record a space hold function. |
Function Space |
Select a function space to associate with the function. Available function spaces for subfunctions are constrained to subdivisions of the parent function space. |
Detail |
Select to indicate the detailed parent function. NOTE: For functions for which the Detail check box is not selected, you can define only one hierarchical level, for example, function, then subfunction.
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- Build a hierarchy of function, subfunction, and child subfunction records using the following methods:
- Click the Move up and Move down buttons to position a function under the detailed function record. Click the Demote one level button once to indent the function under the detailed function and make it a subfunction. Click the Demote one level button twice to indent the function under a subfunction and make it a child subfunction.
- Select the primary function and click the Sub Function button to build a hierarchy of subfunctions under the detailed function in the Create Agenda Sub Function dialog box. Select a subfunction and click the Sub Function button to add a child subfunction under the current subfunction in the Create Agenda Sub Function dialog box.
For more information about building a hierarchy of subfunctions and child subfunctions under a detailed function, see Detailing a Function.
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